TPCW
TD Private Client Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1M | Buy |
97,085
+1,613
| +2% | +$468K | 0.69% | 31 |
|
|
2025
Q1 | $23.4M | Buy |
95,472
+1,085
| +1% | +$266K | 0.65% | 32 |
|
|
2024
Q4 | $22.6M | Sell |
94,387
-208
| -0.2% | -$49.9K | 0.63% | 34 |
|
|
2024
Q3 | $19.9M | Buy |
94,595
+1,887
| +2% | +$398K | 0.57% | 35 |
|
|
2024
Q2 | $18.8M | Sell |
92,708
-1,267
| -1% | -$256K | 0.59% | 35 |
|
|
2024
Q1 | $18.8M | Buy |
93,975
+182
| +0.2% | +$36.5K | 0.62% | 35 |
|
|
2023
Q4 | $16M | Buy |
93,793
+5,304
| +6% | +$902K | 0.58% | 36 |
|
|
2023
Q3 | $12.8M | Sell |
88,489
-11,082
| -11% | -$1.61M | 0.56% | 34 |
|
|
2023
Q2 | $14.5M | Sell |
99,571
-2,560
| -3% | -$372K | 0.63% | 29 |
|
|
2023
Q1 | $13.3M | Sell |
102,131
-16,727
| -14% | -$2.18M | 0.6% | 32 |
|
|
2022
Q4 | $15.9M | Buy |
118,858
+1,791
| +2% | +$240K | 0.75% | 25 |
|
|
2022
Q3 | $12.2M | Buy |
117,067
+25,139
| +27% | +$2.63M | 0.63% | 29 |
|
|
2022
Q2 | $10.4M | Buy |
91,928
+3,734
| +4% | +$420K | 0.5% | 36 |
|
|
2022
Q1 | $12M | Sell |
88,194
-2,212
| -2% | -$302K | 0.51% | 35 |
|
|
2021
Q4 | $14.3M | Sell |
90,406
-2,906
| -3% | -$460K | 0.59% | 27 |
|
|
2021
Q3 | $15.3M | Buy |
93,312
+1,052
| +1% | +$172K | 0.65% | 26 |
|
|
2021
Q2 | $14.4M | Sell |
92,260
-1,223
| -1% | -$190K | 0.61% | 30 |
|
|
2021
Q1 | $14.2M | Sell |
93,483
-13,332
| -12% | -$2.03M | 0.66% | 24 |
|
|
2020
Q4 | $13.6M | Sell |
106,815
-7,267
| -6% | -$923K | 0.69% | 26 |
|
|
2020
Q3 | $11M | Buy |
114,082
+14,804
| +15% | +$1.43M | 0.61% | 30 |
|
|
2020
Q2 | $9.34M | Buy |
99,278
+26,699
| +37% | +$2.51M | 0.55% | 39 |
|
|
2020
Q1 | $6.53M | Sell |
72,579
-4,753
| -6% | -$428K | 0.47% | 52 |
|
|
2019
Q4 | $10.8M | Buy |
+77,332
| New | +$10.8M | 0.65% | 35 |
|