TDAM USA’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $24.1M | Buy |
152,031
+3,974
| +3% | +$629K | 1.49% | 13 |
|
|
2021
Q3 | $24.2M | Sell |
148,057
-454
| -0.3% | -$74.3K | 1.6% | 11 |
|
|
2021
Q2 | $22.5M | Sell |
148,511
-956
| -0.6% | -$145K | 1.39% | 14 |
|
|
2021
Q1 | $22.8M | Sell |
149,467
-9,540
| -6% | -$1.45M | 1.38% | 14 |
|
|
2020
Q4 | $20.2M | Buy |
159,007
+118
| +0.1% | +$15K | 1.27% | 16 |
|
|
2020
Q3 | $15.3M | Buy |
158,889
+15,930
| +11% | +$1.53M | 1.05% | 24 |
|
|
2020
Q2 | $13.3M | Buy |
142,959
+49,530
| +53% | +$4.61M | 0.96% | 25 |
|
|
2020
Q1 | $8.41M | Sell |
93,429
-1,197
| -1% | -$108K | 0.7% | 42 |
|
|
2019
Q4 | $13.2M | Sell |
94,626
-7,982
| -8% | -$1.11M | 0.86% | 32 |
|
|
2019
Q3 | $12.1M | Sell |
102,608
-512
| -0.5% | -$60.3K | 0.86% | 34 |
|
|
2019
Q2 | $11.5M | Sell |
103,120
-1,513
| -1% | -$169K | 0.81% | 39 |
|
|
2019
Q1 | $10.6M | Sell |
104,633
-3,614
| -3% | -$366K | 0.75% | 44 |
|
|
2018
Q4 | $10.6M | Sell |
108,247
-13,362
| -11% | -$1.3M | 0.77% | 41 |
|
|
2018
Q3 | $13.8M | Buy |
121,609
+311
| +0.3% | +$35.4K | 0.84% | 34 |
|
|
2018
Q2 | $12.6M | Sell |
121,298
-1,820
| -1% | -$190K | 0.8% | 38 |
|
|
2018
Q1 | $13.5M | Sell |
123,118
-2,535
| -2% | -$279K | 0.82% | 40 |
|
|
2017
Q4 | $13.4M | Sell |
125,653
-3,037
| -2% | -$325K | 0.77% | 42 |
|
|
2017
Q3 | $12.3M | Sell |
128,690
-12,026
| -9% | -$1.15M | 0.72% | 47 |
|
|
2017
Q2 | $12.8M | Sell |
140,716
-6,699
| -5% | -$611K | 0.66% | 51 |
|
|
2017
Q1 | $12.9M | Buy |
147,415
+5,134
| +4% | +$451K | 0.66% | 53 |
|
|
2016
Q4 | $12.3M | Sell |
142,281
-28,747
| -17% | -$2.48M | 0.64% | 51 |
|
|
2016
Q3 | $11.4M | Sell |
171,028
-12,748
| -7% | -$849K | 0.56% | 62 |
|
|
2016
Q2 | $11.4M | Sell |
183,776
-23,506
| -11% | -$1.46M | 0.56% | 61 |
|
|
2016
Q1 | $12.3M | Sell |
207,282
-7,775
| -4% | -$460K | 0.6% | 58 |
|
|
2015
Q4 | $14.2M | Buy |
215,057
+11,857
| +6% | +$783K | 0.69% | 50 |
|
|
2015
Q3 | $12.4M | Sell |
203,200
-19,405
| -9% | -$1.18M | 0.63% | 54 |
|
|
2015
Q2 | $15.1M | Sell |
222,605
-35,513
| -14% | -$2.41M | 0.68% | 50 |
|
|
2015
Q1 | $15.6M | Sell |
258,118
-14,180
| -5% | -$859K | 0.64% | 54 |
|
|
2014
Q4 | $17M | Sell |
272,298
-9,453
| -3% | -$592K | 0.72% | 50 |
|
|
2014
Q3 | $17M | Sell |
281,751
-23,741
| -8% | -$1.43M | 0.73% | 51 |
|
|
2014
Q2 | $17.6M | Sell |
305,492
-15,216
| -5% | -$877K | 0.74% | 47 |
|
|
2014
Q1 | $19.5M | Sell |
320,708
-114,881
| -26% | -$6.97M | 0.85% | 35 |
|
|
2013
Q4 | $25.5M | Sell |
435,589
-320,043
| -42% | -$18.7M | 1.1% | 28 |
|
|
2013
Q3 | $39.1M | Sell |
755,632
-87,791
| -10% | -$4.54M | 1.84% | 11 |
|
|
2013
Q2 | $46M | Buy |
+843,423
| New | +$46M | 2.1% | 8 |
|