Terril Brothers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
9,633
+50
| +0.5% | +$14.5K | 1.05% | 19 |
|
|
2025
Q1 | $2.35M | Buy |
9,583
+349
| +4% | +$85.6K | 0.87% | 18 |
|
|
2024
Q4 | $2.21M | Buy |
9,234
+179
| +2% | +$42.9K | 0.63% | 28 |
|
|
2024
Q3 | $1.91M | Buy |
9,055
+90
| +1% | +$19K | 0.63% | 23 |
|
|
2024
Q2 | $1.81M | Sell |
8,965
-150
| -2% | -$30.3K | 0.65% | 24 |
|
|
2024
Q1 | $1.83M | Sell |
9,115
-229
| -2% | -$45.9K | 0.63% | 25 |
|
|
2023
Q4 | $1.59M | Buy |
9,344
+2,500
| +37% | +$425K | 0.56% | 29 |
|
|
2023
Q3 | $993K | Buy |
6,844
+329
| +5% | +$47.7K | 0.48% | 28 |
|
|
2023
Q2 | $948K | Buy |
6,515
+147
| +2% | +$21.4K | 0.42% | 26 |
|
|
2023
Q1 | $830K | Sell |
6,368
-4,205
| -40% | -$548K | 0.39% | 24 |
|
|
2022
Q4 | $1.42M | Hold |
10,573
| – | – | 0.69% | 21 |
|
|
2022
Q3 | $1.11M | Hold |
10,573
| – | – | 0.33% | 22 |
|
|
2022
Q2 | $1.19M | Sell |
10,573
-3,309
| -24% | -$373K | 0.4% | 24 |
|
|
2022
Q1 | $1.89M | Sell |
13,882
-10,253
| -42% | -$1.4M | 0.39% | 28 |
|
|
2021
Q4 | $3.82M | Sell |
24,135
-381
| -2% | -$60.3K | 0.84% | 25 |
|
|
2021
Q3 | $4.01M | Sell |
24,516
-8,902
| -27% | -$1.46M | 0.99% | 23 |
|
|
2021
Q2 | $5.2M | Sell |
33,418
-883
| -3% | -$137K | 1.22% | 21 |
|
|
2021
Q1 | $5.22M | Hold |
34,301
| – | – | 1.33% | 22 |
|
|
2020
Q4 | $4.36M | Sell |
34,301
-1,200
| -3% | -$152K | 1.15% | 23 |
|
|
2020
Q3 | $3.42M | Hold |
35,501
| – | – | 1.05% | 23 |
|
|
2020
Q2 | $3.34M | Sell |
35,501
-490
| -1% | -$46.1K | 1.1% | 21 |
|
|
2020
Q1 | $3.24M | Buy |
35,991
+490
| +1% | +$44.1K | 1.41% | 19 |
|
|
2019
Q4 | $4.95M | Sell |
35,501
-6,751
| -16% | -$941K | 1.74% | 17 |
|
|
2019
Q3 | $4.97M | Sell |
42,252
-750
| -2% | -$88.3K | 1.68% | 19 |
|
|
2019
Q2 | $4.81M | Sell |
43,002
-250
| -0.6% | -$28K | 1.53% | 20 |
|
|
2019
Q1 | $4.38M | Sell |
43,252
-2,800
| -6% | -$283K | 1.38% | 20 |
|
|
2018
Q4 | $4.5M | Sell |
46,052
-205
| -0.4% | -$20K | 1.61% | 20 |
|
|
2018
Q3 | $5.22M | Sell |
46,257
-2,500
| -5% | -$282K | 1.61% | 20 |
|
|
2018
Q2 | $5.08M | Hold |
48,757
| – | – | 1.56% | 21 |
|
|
2018
Q1 | $5.36M | Sell |
48,757
-1,000
| -2% | -$110K | 1.63% | 20 |
|
|
2017
Q4 | $5.32M | Sell |
49,757
-31,922
| -39% | -$3.41M | 1.64% | 21 |
|
|
2017
Q3 | $7.8M | Sell |
81,679
-157
| -0.2% | -$15K | 2.5% | 13 |
|
|
2017
Q2 | $7.48M | Buy |
81,836
+471
| +0.6% | +$43.1K | 2.66% | 10 |
|
|
2017
Q1 | $7.15M | Buy |
81,365
+230
| +0.3% | +$20.2K | 2.52% | 13 |
|
|
2016
Q4 | $7M | Sell |
81,135
-31,104
| -28% | -$2.68M | 2.44% | 13 |
|
|
2016
Q3 | $7.47M | Sell |
112,239
-61
| -0.1% | -$4.06K | 3.95% | 7 |
|
|
2016
Q2 | $6.98M | Sell |
112,300
-550
| -0.5% | -$34.2K | 3.09% | 10 |
|
|
2016
Q1 | $6.68M | Buy |
112,850
+18,800
| +20% | +$1.11M | 3.59% | 7 |
|
|
2015
Q4 | $6.24M | Sell |
94,050
-6,143
| -6% | -$408K | 2.61% | 11 |
|
|
2015
Q3 | $6.11M | Buy |
100,193
+2,459
| +3% | +$150K | 1.98% | 17 |
|
|
2015
Q2 | $6.59M | Sell |
97,734
-2,086
| -2% | -$141K | 2.04% | 16 |
|
|
2015
Q1 | $6.09M | Buy |
99,820
+304
| +0.3% | +$18.5K | 1.98% | 15 |
|
|
2014
Q4 | $6.23M | Sell |
99,516
-1,965
| -2% | -$123K | 1.94% | 16 |
|
|
2014
Q3 | $6.13M | Buy |
+101,481
| New | +$6.13M | 2.12% | 13 |
|