TI-Trust’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 | $2.28M | Hold |
7,879
| – | – | 1.53% | 16 |
|
|
2025
Q1 | $1.93M | Sell |
7,879
-589
| -7% | -$144K | 1.28% | 17 |
|
|
2024
Q4 | $2.03M | Sell |
8,468
-23
| -0.3% | -$5.51K | 1.36% | 18 |
|
|
2024
Q3 | $1.79M | Hold |
8,491
| – | – | 1.28% | 21 |
|
|
2024
Q2 | $1.72M | Sell |
8,491
-668
| -7% | -$135K | 1.32% | 20 |
|
|
2024
Q1 | $1.83M | Buy |
9,159
+518
| +6% | +$104K | 1.35% | 20 |
|
|
2023
Q4 | $1.47M | Sell |
8,641
-147
| -2% | -$25K | 1.3% | 21 |
|
|
2023
Q3 | $1.27M | Buy |
8,788
+118
| +1% | +$17.1K | 1.22% | 23 |
|
|
2023
Q2 | $1.26M | Sell |
8,670
-25
| -0.3% | -$3.64K | 1.16% | 24 |
|
|
2023
Q1 | $1.13M | Buy |
8,695
+45
| +0.5% | +$5.86K | 1.06% | 28 |
|
|
2022
Q4 | $1.16M | Buy |
8,650
+335
| +4% | +$44.9K | 1.1% | 27 |
|
|
2022
Q3 | $869K | Buy |
8,315
+198
| +2% | +$20.7K | 0.94% | 31 |
|
|
2022
Q2 | $914K | Sell |
8,117
-200
| -2% | -$22.5K | 0.94% | 32 |
|
|
2022
Q1 | $1.13M | Sell |
8,317
-130
| -2% | -$17.7K | 1.03% | 26 |
|
|
2021
Q4 | $1.34M | Buy |
+8,447
| New | +$1.34M | 1.19% | 23 |
|
|
2019
Q4 | $1.36M | Buy |
+9,778
| New | +$1.36M | 1.34% | 19 |
|