TFS
Thoroughbred Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Sell |
76,702
-28,030
| -27% | -$8.13M | 1.55% | 8 |
|
|
2025
Q1 | $25.7M | Buy |
104,732
+4,970
| +5% | +$1.22M | 1.6% | 8 |
|
|
2024
Q4 | $23.9M | Buy |
99,762
+1,181
| +1% | +$283K | 1.46% | 8 |
|
|
2024
Q3 | $20.8M | Sell |
98,581
-958
| -1% | -$202K | 1.34% | 9 |
|
|
2024
Q2 | $20.1M | Buy |
99,539
+31,470
| +46% | +$6.36M | 1.35% | 8 |
|
|
2024
Q1 | $13.6M | Sell |
68,069
-31,270
| -31% | -$6.26M | 1.31% | 10 |
|
|
2023
Q4 | $16.9M | Buy |
99,339
+3,516
| +4% | +$598K | 1.36% | 10 |
|
|
2023
Q3 | $13.9M | Buy |
95,823
+32,583
| +52% | +$4.73M | 1.36% | 10 |
|
|
2023
Q2 | $9.2M | Buy |
63,240
+815
| +1% | +$119K | 1.21% | 10 |
|
|
2023
Q1 | $8.13M | Sell |
62,425
-247
| -0.4% | -$32.2K | 1.2% | 9 |
|
|
2022
Q4 | $8.4M | Buy |
62,672
+4,222
| +7% | +$566K | 1.37% | 8 |
|
|
2022
Q3 | $6.11M | Sell |
58,450
-678
| -1% | -$70.9K | 1.16% | 14 |
|
|
2022
Q2 | $6.66M | Buy |
59,128
+767
| +1% | +$86.4K | 1.23% | 10 |
|
|
2022
Q1 | $7.96M | Buy |
58,361
+24,865
| +74% | +$3.39M | 1.3% | 9 |
|
|
2021
Q4 | $5.3M | Buy |
33,496
+2,457
| +8% | +$389K | 1.11% | 15 |
|
|
2021
Q3 | $5.08M | Buy |
31,039
+887
| +3% | +$145K | 1.24% | 11 |
|
|
2021
Q2 | $4.69M | Buy |
30,152
+770
| +3% | +$120K | 1.17% | 14 |
|
|
2021
Q1 | $4.47M | Buy |
29,382
+2,754
| +10% | +$419K | 1.24% | 11 |
|
|
2020
Q4 | $3.38M | Sell |
26,628
-1,847
| -6% | -$235K | 1.05% | 17 |
|
|
2020
Q3 | $2.74M | Sell |
28,475
-1,429
| -5% | -$138K | 1.03% | 19 |
|
|
2020
Q2 | $2.81M | Sell |
29,904
-20,619
| -41% | -$1.94M | 1.17% | 16 |
|
|
2020
Q1 | $4.55M | Buy |
50,523
+5,524
| +12% | +$497K | 1.62% | 7 |
|
|
2019
Q4 | $6.27M | Buy |
44,999
+102
| +0.2% | +$14.2K | 2.09% | 5 |
|
|
2019
Q3 | $5.28M | Buy |
44,897
+408
| +0.9% | +$48K | 2% | 6 |
|
|
2019
Q2 | $4.97M | Buy |
44,489
+1,980
| +5% | +$221K | 1.89% | 10 |
|
|
2019
Q1 | $4.3M | Buy |
42,509
+763
| +2% | +$77.2K | 1.78% | 9 |
|
|
2018
Q4 | $4.08M | Buy |
+41,746
| New | +$4.08M | 2% | 9 |
|