TIAA Trust, National Association’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$149M Sell
2025
Q2
$140M Buy
2025
Q1
$115M Sell
2024
Q4
$114M Sell
2024
Q3
$107M Sell
2024
Q2
$108M Buy
2024
Q1
$100M Buy
2023
Q4
$84.8M Buy
2023
Q3
$71.9M Buy