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TIAA FSB’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$75.2M Sell
517,151
-8,844
-2% -$1.29M 0.27% 58
2023
Q1
$68.5M Buy
525,995
+11,800
+2% +$1.54M 0.25% 58
2022
Q4
$69M Sell
514,195
-4,838
-0.9% -$649K 0.27% 57
2022
Q3
$54.2M Sell
519,033
-3,303
-0.6% -$345K 0.23% 62
2022
Q2
$58.8M Buy
522,336
+33,568
+7% +$3.78M 0.23% 60
2022
Q1
$66.3M Sell
488,768
-87,793
-15% -$11.9M 0.23% 56
2021
Q4
$90.9M Sell
576,561
-48,885
-8% -$7.71M 0.3% 48
2021
Q3
$102M Buy
625,446
+5,847
+0.9% +$957K 0.36% 43
2021
Q2
$96.4M Sell
619,599
-13,834
-2% -$2.15M 0.33% 45
2021
Q1
$96.4M Sell
633,433
-2,502
-0.4% -$381K 0.34% 43
2020
Q4
$80.8M Sell
635,935
-26,587
-4% -$3.38M 0.3% 43
2020
Q3
$63.8M Buy
662,522
+18,878
+3% +$1.82M 0.28% 47
2020
Q2
$60.5M Sell
643,644
-42,532
-6% -$4M 0.29% 46
2020
Q1
$61.8M Buy
686,176
+72,927
+12% +$6.57M 0.36% 39
2019
Q4
$85.5M Sell
613,249
-20,218
-3% -$2.82M 0.41% 34
2019
Q3
$74.6M Buy
633,467
+12,486
+2% +$1.47M 0.39% 35
2019
Q2
$69.4M Sell
620,981
-17,693
-3% -$1.98M 0.38% 34
2019
Q1
$64.7M Buy
638,674
+43,123
+7% +$4.37M 0.52% 35
2018
Q4
$58.1M Buy
595,551
+26,985
+5% +$2.63M 0.33% 38
2018
Q3
$64.2M Buy
568,566
+8,609
+2% +$971K 0.34% 39
2018
Q2
$58.3M Buy
559,957
+6,041
+1% +$629K 0.32% 38
2018
Q1
$60.9M Buy
553,916
+8,472
+2% +$932K 0.35% 36
2017
Q4
$58.3M Buy
545,444
+6,905
+1% +$738K 0.34% 36
2017
Q3
$51.4M Buy
538,539
+6,149
+1% +$587K 0.32% 36
2017
Q2
$48.7M Buy
+532,390
New +$48.7M 0.33% 35