TYCC
Texas Yale Capital Corp’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2M | Buy |
111,045
+922
| +0.8% | +$267K | 1.05% | 8 |
|
|
2025
Q1 | $27M | Buy |
110,123
+565
| +0.5% | +$139K | 1.11% | 8 |
|
|
2024
Q4 | $26.3M | Buy |
109,558
+70
| +0.1% | +$16.8K | 1.06% | 8 |
|
|
2024
Q3 | $23.1M | Buy |
109,488
+662
| +0.6% | +$140K | 1% | 8 |
|
|
2024
Q2 | $22M | Sell |
108,826
-540
| -0.5% | -$109K | 1.05% | 8 |
|
|
2024
Q1 | $21.9M | Buy |
109,366
+57
| +0.1% | +$11.4K | 0.97% | 9 |
|
|
2023
Q4 | $18.6M | Sell |
109,309
-133
| -0.1% | -$22.6K | 0.89% | 9 |
|
|
2023
Q3 | $15.9M | Sell |
109,442
-146
| -0.1% | -$21.2K | 0.72% | 9 |
|
|
2023
Q2 | $15.9M | Sell |
109,588
-63
| -0.1% | -$9.16K | 0.75% | 10 |
|
|
2023
Q1 | $14.3M | Buy |
109,651
+101
| +0.1% | +$13.2K | 0.73% | 12 |
|
|
2022
Q4 | $14.7M | Sell |
109,550
-50
| -0% | -$6.71K | 0.84% | 11 |
|
|
2022
Q3 | $11.5M | Sell |
109,600
-261
| -0.2% | -$27.3K | 0.73% | 15 |
|
|
2022
Q2 | $12.4M | Buy |
109,861
+7,420
| +7% | +$836K | 0.8% | 14 |
|
|
2022
Q1 | $14M | Sell |
102,441
-404
| -0.4% | -$55.1K | 0.76% | 15 |
|
|
2021
Q4 | $16.3M | Sell |
102,845
-254
| -0.2% | -$40.2K | 0.83% | 16 |
|
|
2021
Q3 | $16.9M | Sell |
103,099
-28,211
| -21% | -$4.62M | 0.96% | 12 |
|
|
2021
Q2 | $20.4M | Buy |
131,310
+415
| +0.3% | +$64.5K | 1.17% | 9 |
|
|
2021
Q1 | $19.9M | Sell |
130,895
-4,635
| -3% | -$706K | 1.25% | 9 |
|
|
2020
Q4 | $17.2M | Buy |
135,530
+300
| +0.2% | +$38.1K | 1.16% | 10 |
|
|
2020
Q3 | $13M | Hold |
135,230
| – | – | 1% | 11 |
|
|
2020
Q2 | $12.7M | Sell |
135,230
-334
| -0.2% | -$31.4K | 1.03% | 11 |
|
|
2020
Q1 | $12.2M | Buy |
135,564
+10,263
| +8% | +$924K | 1.2% | 11 |
|
|
2019
Q4 | $17.5M | Sell |
125,301
-3,707
| -3% | -$517K | 1.2% | 9 |
|
|
2019
Q3 | $15.2M | Sell |
129,008
-1,000
| -0.8% | -$118K | 1.09% | 10 |
|
|
2019
Q2 | $14.5M | Sell |
130,008
-129,592
| -50% | -$14.5M | 1.08% | 11 |
|
|
2019
Q1 | $26.3M | Buy |
259,600
+129,507
| +100% | +$13.1M | 1.05% | 12 |
|
|
2018
Q4 | $12.7M | Buy |
130,093
+2,202
| +2% | +$215K | 1.15% | 11 |
|
|
2018
Q3 | $14.4M | Buy |
127,891
+5
| +0% | +$564 | 1.17% | 10 |
|
|
2018
Q2 | $13.3M | Buy |
127,886
+4
| +0% | +$417 | 1.14% | 11 |
|
|
2018
Q1 | $14.1M | Sell |
127,882
-315
| -0.2% | -$34.6K | 1.21% | 9 |
|
|
2017
Q4 | $13.7M | Buy |
128,197
+5
| +0% | +$535 | 1.18% | 11 |
|
|
2017
Q3 | $12.2M | Sell |
128,192
-10,589
| -8% | -$1.01M | 1.06% | 12 |
|
|
2017
Q2 | $12.7M | Buy |
138,781
+520
| +0.4% | +$47.5K | 1.11% | 10 |
|
|
2017
Q1 | $12.1M | Sell |
138,261
-1,545
| -1% | -$136K | 1.07% | 11 |
|
|
2016
Q4 | $12.1M | Sell |
139,806
-1,344
| -1% | -$116K | 1.14% | 11 |
|
|
2016
Q3 | $9.4M | Sell |
141,150
-644
| -0.5% | -$42.9K | 0.9% | 18 |
|
|
2016
Q2 | $8.81M | Buy |
141,794
+6
| +0% | +$373 | 0.88% | 19 |
|
|
2016
Q1 | $8.4M | Sell |
141,788
-253
| -0.2% | -$15K | 0.86% | 19 |
|
|
2015
Q4 | $9.38M | Buy |
142,041
+6
| +0% | +$396 | 0.9% | 15 |
|
|
2015
Q3 | $8.66M | Sell |
142,035
-735
| -0.5% | -$44.8K | 0.82% | 22 |
|
|
2015
Q2 | $9.67M | Buy |
142,770
+835
| +0.6% | +$56.6K | 0.8% | 22 |
|
|
2015
Q1 | $8.6M | Sell |
141,935
-7,102
| -5% | -$430K | 0.69% | 29 |
|
|
2014
Q4 | $9.33M | Buy |
149,037
+2,001
| +1% | +$125K | 0.81% | 26 |
|
|
2014
Q3 | $8.86M | Buy |
147,036
+13,995
| +11% | +$843K | 0.83% | 23 |
|
|
2014
Q2 | $7.67M | Sell |
133,041
-1,735
| -1% | -$100K | 0.96% | 26 |
|
|
2014
Q1 | $8.18M | Buy |
134,776
+7,266
| +6% | +$441K | 1.14% | 21 |
|
|
2013
Q4 | $7.46M | Sell |
127,510
-1,794
| -1% | -$105K | 1.14% | 20 |
|
|
2013
Q3 | $6.68M | Buy |
129,304
+5
| +0% | +$258 | 1.13% | 17 |
|
|
2013
Q2 | $6.83M | Buy |
+129,299
| New | +$6.83M | 1.19% | 17 |
|