TIAA Trust, National Association’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 | $140M | Buy |
481,936
+13,468
| +3% | +$3.9M | 0.36% | 59 |
|
|
2025
Q1 | $115M | Sell |
468,468
-8,928
| -2% | -$2.19M | 0.36% | 57 |
|
|
2024
Q4 | $114M | Sell |
477,396
-32,247
| -6% | -$7.73M | 0.35% | 56 |
|
|
2024
Q3 | $107M | Sell |
509,643
-26,020
| -5% | -$5.49M | 0.32% | 59 |
|
|
2024
Q2 | $108M | Buy |
535,663
+34,906
| +7% | +$7.06M | 0.33% | 59 |
|
|
2024
Q1 | $100M | Buy |
500,757
+2,443
| +0.5% | +$489K | 0.31% | 60 |
|
|
2023
Q4 | $84.8M | Buy |
498,314
+2,335
| +0.5% | +$397K | 0.28% | 58 |
|
|
2023
Q3 | $71.9M | Buy |
+495,979
| New | +$71.9M | 0.26% | 58 |
|