TCM
Telos Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
66,323
+1,036
| +2% | +$300K | 1.96% | 10 |
|
|
2025
Q1 | $16M | Buy |
65,287
+457
| +0.7% | +$112K | 1.74% | 13 |
|
|
2024
Q4 | $15.5M | Sell |
64,830
-10,522
| -14% | -$2.52M | 1.66% | 12 |
|
|
2024
Q3 | $15.9M | Sell |
75,352
-223
| -0.3% | -$47K | 1.67% | 13 |
|
|
2024
Q2 | $15.3M | Buy |
75,575
+569
| +0.8% | +$115K | 1.69% | 12 |
|
|
2024
Q1 | $15M | Sell |
75,006
-980
| -1% | -$196K | 1.69% | 13 |
|
|
2023
Q4 | $12.9M | Sell |
75,986
-374
| -0.5% | -$63.6K | 1.58% | 16 |
|
|
2023
Q3 | $11.1M | Sell |
76,360
-730
| -0.9% | -$106K | 1.54% | 19 |
|
|
2023
Q2 | $11.2M | Sell |
77,090
-2,419
| -3% | -$352K | 1.49% | 18 |
|
|
2023
Q1 | $10.4M | Buy |
79,509
+455
| +0.6% | +$59.3K | 1.45% | 17 |
|
|
2022
Q4 | $10.6M | Buy |
79,054
+2,159
| +3% | +$290K | 1.54% | 15 |
|
|
2022
Q3 | $8.04M | Buy |
76,895
+4,213
| +6% | +$440K | 1.32% | 19 |
|
|
2022
Q2 | $8.19M | Buy |
72,682
+2,853
| +4% | +$321K | 1.25% | 21 |
|
|
2022
Q1 | $9.52M | Buy |
69,829
+2,486
| +4% | +$339K | 1.24% | 24 |
|
|
2021
Q4 | $10.7M | Buy |
67,343
+502
| +0.8% | +$79.5K | 1.33% | 23 |
|
|
2021
Q3 | $10.9M | Buy |
66,841
+2,881
| +5% | +$472K | 1.5% | 17 |
|
|
2021
Q2 | $9.95M | Sell |
63,960
-317
| -0.5% | -$49.3K | 1.32% | 21 |
|
|
2021
Q1 | $9.79M | Sell |
64,277
-2,696
| -4% | -$410K | 1.41% | 15 |
|
|
2020
Q4 | $8.51M | Sell |
66,973
-71
| -0.1% | -$9.02K | 1.3% | 22 |
|
|
2020
Q3 | $6.45M | Buy |
67,044
+4,290
| +7% | +$413K | 1.13% | 24 |
|
|
2020
Q2 | $5.9M | Buy |
62,754
+3,108
| +5% | +$292K | 1.14% | 23 |
|
|
2020
Q1 | $5.37M | Buy |
59,646
+3,845
| +7% | +$346K | 1.33% | 21 |
|
|
2019
Q4 | $7.78M | Sell |
55,801
-148
| -0.3% | -$20.6K | 1.78% | 8 |
|
|
2019
Q3 | $6.58M | Buy |
55,949
+1,326
| +2% | +$156K | 1.8% | 8 |
|
|
2019
Q2 | $6.11M | Buy |
54,623
+2,028
| +4% | +$227K | 1.79% | 9 |
|
|
2019
Q1 | $5.32M | Buy |
52,595
+30,078
| +134% | +$3.04M | 1.66% | 12 |
|
|
2018
Q4 | $2.2M | Buy |
22,517
+2,900
| +15% | +$283K | 0.81% | 49 |
|
|
2018
Q3 | $2.21M | Buy |
19,617
+754
| +4% | +$85.1K | 0.71% | 57 |
|
|
2018
Q2 | $1.97M | Buy |
18,863
+379
| +2% | +$39.5K | 0.68% | 59 |
|
|
2018
Q1 | $2.03M | Sell |
18,484
-694
| -4% | -$76.3K | 0.72% | 55 |
|
|
2017
Q4 | $2.05M | Sell |
19,178
-525
| -3% | -$56.1K | 0.72% | 58 |
|
|
2017
Q3 | $1.88M | Buy |
19,703
+38
| +0.2% | +$3.63K | 0.73% | 58 |
|
|
2017
Q2 | $1.8M | Sell |
19,665
-87
| -0.4% | -$7.95K | 0.72% | 60 |
|
|
2017
Q1 | $1.74M | Sell |
19,752
-1,563
| -7% | -$137K | 0.72% | 57 |
|
|
2016
Q4 | $1.84M | Sell |
21,315
-466
| -2% | -$40.2K | 0.82% | 52 |
|
|
2016
Q3 | $1.45M | Buy |
21,781
+1,040
| +5% | +$69.3K | 0.68% | 63 |
|
|
2016
Q2 | $1.29M | Buy |
20,741
+790
| +4% | +$49.1K | 0.63% | 69 |
|
|
2016
Q1 | $1.18M | Buy |
19,951
+967
| +5% | +$57.3K | 0.62% | 68 |
|
|
2015
Q4 | $1.25M | Buy |
18,984
+1,909
| +11% | +$126K | 0.68% | 63 |
|
|
2015
Q3 | $1.04M | Buy |
17,075
+512
| +3% | +$31.2K | 0.64% | 61 |
|
|
2015
Q2 | $1.12M | Buy |
16,563
+366
| +2% | +$24.8K | 0.62% | 65 |
|
|
2015
Q1 | $981K | Buy |
16,197
+1,225
| +8% | +$74.2K | 0.57% | 69 |
|
|
2014
Q4 | $937K | Sell |
14,972
-163
| -1% | -$10.2K | 0.57% | 73 |
|
|
2014
Q3 | $912K | Buy |
15,135
+30
| +0.2% | +$1.81K | 0.57% | 74 |
|
|
2014
Q2 | $870K | Buy |
15,105
+1,067
| +8% | +$61.5K | 0.54% | 78 |
|
|
2014
Q1 | $852K | Buy |
14,038
+447
| +3% | +$27.1K | 0.6% | 70 |
|
|
2013
Q4 | $795K | Buy |
13,591
+52
| +0.4% | +$3.04K | 0.58% | 70 |
|
|
2013
Q3 | $700K | Buy |
13,539
+1,211
| +10% | +$62.6K | 0.57% | 72 |
|
|
2013
Q2 | $651K | Buy |
+12,328
| New | +$651K | 0.57% | 65 |
|