TCBWMS
Texas Capital Bank Wealth Management Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
40,885
-1,841
| -4% | -$534K | 1.11% | 16 |
|
|
2025
Q1 | $10.5M | Sell |
42,726
-8,562
| -17% | -$2.1M | 1.06% | 17 |
|
|
2024
Q4 | $12.3M | Sell |
51,288
-741
| -1% | -$178K | 1.26% | 12 |
|
|
2024
Q3 | $11M | Buy |
52,029
+3,208
| +7% | +$676K | 1.08% | 17 |
|
|
2024
Q2 | $9.87M | Buy |
48,821
+3,325
| +7% | +$673K | 1.03% | 17 |
|
|
2024
Q1 | $9.11M | Sell |
45,496
-6,025
| -12% | -$1.21M | 1% | 19 |
|
|
2023
Q4 | $8.76M | Sell |
51,521
-1,432
| -3% | -$244K | 1.04% | 21 |
|
|
2023
Q3 | $7.68M | Sell |
52,953
-13,846
| -21% | -$2.01M | 0.97% | 27 |
|
|
2023
Q2 | $9.72M | Buy |
66,799
+412
| +0.6% | +$59.9K | 1.04% | 24 |
|
|
2023
Q1 | $8.65M | Sell |
66,387
-385
| -0.6% | -$50.2K | 1% | 33 |
|
|
2022
Q4 | $8.95M | Sell |
66,772
-12,324
| -16% | -$1.65M | 1.09% | 27 |
|
|
2022
Q3 | $8.27M | Buy |
79,096
+1,120
| +1% | +$117K | 1.07% | 27 |
|
|
2022
Q2 | $8.78M | Sell |
77,976
-7,378
| -9% | -$831K | 1.02% | 33 |
|
|
2022
Q1 | $11.6M | Buy |
85,354
+12,097
| +17% | +$1.65M | 1.06% | 34 |
|
|
2021
Q4 | $11.6M | Sell |
73,257
-1,913
| -3% | -$303K | 1% | 34 |
|
|
2021
Q3 | $12.3M | Buy |
75,170
+27,708
| +58% | +$4.54M | 1.26% | 20 |
|
|
2021
Q2 | $7.38M | Buy |
47,462
+5,572
| +13% | +$867K | 0.92% | 32 |
|
|
2021
Q1 | $6.38M | Sell |
41,890
-4,520
| -10% | -$688K | 0.91% | 31 |
|
|
2020
Q4 | $5.9M | Buy |
46,410
+359
| +0.8% | +$45.6K | 0.87% | 30 |
|
|
2020
Q3 | $4.43M | Buy |
46,051
+18,410
| +67% | +$1.77M | 0.72% | 28 |
|
|
2020
Q2 | $2.6M | Buy |
27,641
+9,788
| +55% | +$921K | 0.58% | 40 |
|
|
2020
Q1 | $1.61M | Sell |
17,853
-366
| -2% | -$32.9K | 0.46% | 48 |
|
|
2019
Q4 | $2.54M | Buy |
+18,219
| New | +$2.54M | 0.56% | 29 |
|