TIM
Thompson Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
45,163
-2,230
| -5% | -$647K | 1.85% | 7 |
|
|
2025
Q1 | $11.6M | Sell |
47,393
-2,360
| -5% | -$579K | 1.74% | 6 |
|
|
2024
Q4 | $11.9M | Sell |
49,753
-3,814
| -7% | -$914K | 1.71% | 8 |
|
|
2024
Q3 | $11.3M | Sell |
53,567
-1,865
| -3% | -$393K | 1.61% | 12 |
|
|
2024
Q2 | $11.2M | Sell |
55,432
-8,294
| -13% | -$1.68M | 1.73% | 9 |
|
|
2024
Q1 | $12.8M | Sell |
63,726
-11,979
| -16% | -$2.4M | 1.93% | 5 |
|
|
2023
Q4 | $12.9M | Sell |
75,705
-3,924
| -5% | -$667K | 2.07% | 6 |
|
|
2023
Q3 | $11.5M | Sell |
79,629
-2,035
| -2% | -$295K | 2.05% | 4 |
|
|
2023
Q2 | $11.9M | Buy |
81,664
+315
| +0.4% | +$45.8K | 1.93% | 6 |
|
|
2023
Q1 | $10.6M | Buy |
81,349
+235
| +0.3% | +$30.6K | 1.79% | 7 |
|
|
2022
Q4 | $10.9M | Sell |
81,114
-2,068
| -2% | -$277K | 2% | 4 |
|
|
2022
Q3 | $8.69M | Buy |
83,182
+406
| +0.5% | +$42.4K | 1.69% | 8 |
|
|
2022
Q2 | $9.32M | Buy |
82,776
+4,752
| +6% | +$535K | 1.62% | 10 |
|
|
2022
Q1 | $10.6M | Buy |
78,024
+47
| +0.1% | +$6.41K | 1.56% | 13 |
|
|
2021
Q4 | $12.3M | Sell |
77,977
-2,063
| -3% | -$327K | 1.75% | 8 |
|
|
2021
Q3 | $13.1M | Sell |
80,040
-938
| -1% | -$154K | 1.95% | 7 |
|
|
2021
Q2 | $12.6M | Sell |
80,978
-1,015
| -1% | -$158K | 1.82% | 11 |
|
|
2021
Q1 | $12.5M | Sell |
81,993
-1,959
| -2% | -$298K | 1.88% | 10 |
|
|
2020
Q4 | $10.7M | Buy |
83,952
+929
| +1% | +$118K | 1.81% | 9 |
|
|
2020
Q3 | $7.99M | Sell |
83,023
-498
| -0.6% | -$47.9K | 1.5% | 11 |
|
|
2020
Q2 | $7.86M | Sell |
83,521
-73
| -0.1% | -$6.87K | 1.52% | 13 |
|
|
2020
Q1 | $7.53M | Sell |
83,594
-906
| -1% | -$81.6K | 1.67% | 11 |
|
|
2019
Q4 | $11.8M | Sell |
84,500
-5,664
| -6% | -$790K | 1.91% | 8 |
|
|
2019
Q3 | $10.6M | Sell |
90,164
-656
| -0.7% | -$77.2K | 2.08% | 5 |
|
|
2019
Q2 | $10.2M | Sell |
90,820
-1,530
| -2% | -$171K | 1.98% | 8 |
|
|
2019
Q1 | $9.35M | Sell |
92,350
-579
| -0.6% | -$58.6K | 1.79% | 9 |
|
|
2018
Q4 | $9.07M | Sell |
92,929
-8,367
| -8% | -$817K | 2.13% | 7 |
|
|
2018
Q3 | $11.4M | Sell |
101,296
-1,705
| -2% | -$192K | 2.04% | 8 |
|
|
2018
Q2 | $10.7M | Sell |
103,001
-1,664
| -2% | -$173K | 1.96% | 8 |
|
|
2018
Q1 | $11.5M | Sell |
104,665
-5,669
| -5% | -$623K | 2.15% | 5 |
|
|
2017
Q4 | $11.8M | Sell |
110,334
-4,565
| -4% | -$488K | 2.08% | 7 |
|
|
2017
Q3 | $11M | Sell |
114,899
-1,642
| -1% | -$157K | 2.05% | 7 |
|
|
2017
Q2 | $10.7M | Buy |
116,541
+737
| +0.6% | +$67.4K | 2% | 6 |
|
|
2017
Q1 | $10.2M | Sell |
115,804
-8,105
| -7% | -$712K | 1.94% | 7 |
|
|
2016
Q4 | $10.7M | Sell |
123,909
-18,402
| -13% | -$1.59M | 2.09% | 6 |
|
|
2016
Q3 | $9.48M | Sell |
142,311
-868
| -0.6% | -$57.8K | 1.82% | 8 |
|
|
2016
Q2 | $8.9M | Sell |
143,179
-1,036
| -0.7% | -$64.4K | 1.82% | 8 |
|
|
2016
Q1 | $8.54M | Buy |
144,215
+176
| +0.1% | +$10.4K | 1.78% | 7 |
|
|
2015
Q4 | $9.51M | Sell |
144,039
-2,498
| -2% | -$165K | 1.98% | 7 |
|
|
2015
Q3 | $8.93M | Sell |
146,537
-2,073
| -1% | -$126K | 1.93% | 7 |
|
|
2015
Q2 | $10.1M | Sell |
148,610
-2,277
| -2% | -$154K | 1.93% | 6 |
|
|
2015
Q1 | $9.14M | Buy |
150,887
+3,313
| +2% | +$201K | 1.74% | 8 |
|
|
2014
Q4 | $9.24M | Sell |
147,574
-4,371
| -3% | -$274K | 1.76% | 7 |
|
|
2014
Q3 | $9.19M | Sell |
151,945
-815
| -0.5% | -$49.3K | 1.76% | 8 |
|
|
2014
Q2 | $8.8M | Buy |
152,760
+1,795
| +1% | +$103K | 1.7% | 8 |
|
|
2014
Q1 | $9.17M | Sell |
150,965
-2,225
| -1% | -$135K | 1.83% | 6 |
|
|
2013
Q4 | $8.96M | Buy |
153,190
+997
| +0.7% | +$58.3K | 1.78% | 6 |
|
|
2013
Q3 | $7.87M | Sell |
152,193
-1,015
| -0.7% | -$52.5K | 1.7% | 7 |
|
|
2013
Q2 | $8.09M | Buy |
+153,208
| New | +$8.09M | 1.87% | 7 |
|