Titleist Asset Management’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 | $4.07M | Sell |
14,022
-3
| -0% | -$870 | 0.4% | 69 |
|
|
2025
Q1 | $3.44M | Sell |
14,025
-739
| -5% | -$181K | 0.4% | 68 |
|
|
2024
Q4 | $3.54M | Buy |
14,764
+1,317
| +10% | +$316K | 0.41% | 57 |
|
|
2024
Q3 | $2.84M | Sell |
13,447
-177
| -1% | -$37.3K | 0.41% | 64 |
|
|
2024
Q2 | $2.76M | Sell |
13,624
-1,693
| -11% | -$342K | 0.42% | 60 |
|
|
2024
Q1 | $3.07M | Buy |
15,317
+191
| +1% | +$38.3K | 0.54% | 51 |
|
|
2023
Q4 | $2.57M | Buy |
15,126
+191
| +1% | +$32.5K | 0.48% | 54 |
|
|
2023
Q3 | $2.17M | Sell |
14,935
-4,269
| -22% | -$619K | 0.45% | 58 |
|
|
2023
Q2 | $2.79M | Sell |
19,204
-1,040
| -5% | -$151K | 0.55% | 38 |
|
|
2023
Q1 | $2.64M | Buy |
+20,244
| New | +$2.64M | 0.56% | 46 |
|