TAM
Tocqueville Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78M | Sell |
269,066
-8,842
| -3% | -$2.56M | 1.19% | 13 |
|
|
2025
Q1 | $68.2M | Sell |
277,908
-1,131
| -0.4% | -$277K | 1.11% | 16 |
|
|
2024
Q4 | $66.9M | Sell |
279,039
-37
| -0% | -$8.87K | 1.05% | 19 |
|
|
2024
Q3 | $58.8M | Sell |
279,076
-1,730
| -0.6% | -$365K | 0.92% | 22 |
|
|
2024
Q2 | $56.8M | Sell |
280,806
-2,565
| -0.9% | -$519K | 0.94% | 19 |
|
|
2024
Q1 | $56.8M | Sell |
283,371
-6,225
| -2% | -$1.25M | 0.93% | 21 |
|
|
2023
Q4 | $49.3M | Buy |
289,596
+13,769
| +5% | +$2.34M | 0.89% | 24 |
|
|
2023
Q3 | $40M | Buy |
275,827
+7,164
| +3% | +$1.04M | 0.76% | 29 |
|
|
2023
Q2 | $39.1M | Buy |
268,663
+30,087
| +13% | +$4.38M | 0.7% | 32 |
|
|
2023
Q1 | $31.1M | Sell |
238,576
-1,305
| -0.5% | -$170K | 0.59% | 40 |
|
|
2022
Q4 | $32.2M | Sell |
239,881
-1,671
| -0.7% | -$224K | 0.61% | 40 |
|
|
2022
Q3 | $25.2M | Buy |
241,552
+55,509
| +30% | +$5.8M | 0.51% | 49 |
|
|
2022
Q2 | $21M | Buy |
186,043
+15,013
| +9% | +$1.69M | 0.38% | 67 |
|
|
2022
Q1 | $23.3M | Buy |
171,030
+10,902
| +7% | +$1.49M | 0.35% | 72 |
|
|
2021
Q4 | $25.4M | Buy |
160,128
+195
| +0.1% | +$30.9K | 0.35% | 69 |
|
|
2021
Q3 | $26.2M | Sell |
159,933
-1,461
| -0.9% | -$239K | 0.39% | 59 |
|
|
2021
Q2 | $25.1M | Sell |
161,394
-2,693
| -2% | -$419K | 0.36% | 67 |
|
|
2021
Q1 | $25M | Buy |
164,087
+8,263
| +5% | +$1.26M | 0.38% | 65 |
|
|
2020
Q4 | $19.8M | Buy |
155,824
+26,501
| +20% | +$3.37M | 0.33% | 75 |
|
|
2020
Q3 | $12.5M | Sell |
129,323
-848
| -0.7% | -$81.6K | 0.24% | 99 |
|
|
2020
Q2 | $12.2M | Sell |
130,171
-61,865
| -32% | -$5.82M | 0.26% | 96 |
|
|
2020
Q1 | $17.3M | Sell |
192,036
-4,285
| -2% | -$386K | 0.43% | 60 |
|
|
2019
Q4 | $27.4M | Sell |
196,321
-240,651
| -55% | -$33.5M | 0.4% | 65 |
|
|
2019
Q3 | $51.4M | Sell |
436,972
-1,447
| -0.3% | -$170K | 0.7% | 32 |
|
|
2019
Q2 | $49M | Sell |
438,419
-3,770
| -0.9% | -$421K | 0.64% | 35 |
|
|
2019
Q1 | $44.8M | Sell |
442,189
-35,874
| -8% | -$3.63M | 0.6% | 39 |
|
|
2018
Q4 | $46.7M | Buy |
478,063
+34,562
| +8% | +$3.37M | 0.7% | 33 |
|
|
2018
Q3 | $50M | Sell |
443,501
-1,616
| -0.4% | -$182K | 0.63% | 34 |
|
|
2018
Q2 | $46.4M | Buy |
445,117
+2,222
| +0.5% | +$232K | 0.59% | 40 |
|
|
2018
Q1 | $48.7M | Buy |
442,895
+189,974
| +75% | +$20.9M | 0.62% | 39 |
|
|
2017
Q4 | $27M | Buy |
252,921
+19,026
| +8% | +$2.03M | 0.31% | 96 |
|
|
2017
Q3 | $22.3M | Buy |
233,895
+3,227
| +1% | +$308K | 0.26% | 110 |
|
|
2017
Q2 | $21.1M | Buy |
230,668
+7,559
| +3% | +$691K | 0.25% | 109 |
|
|
2017
Q1 | $19.6M | Buy |
223,109
+69,429
| +45% | +$6.1M | 0.24% | 120 |
|
|
2016
Q4 | $13.3M | Buy |
153,680
+18,232
| +13% | +$1.57M | 0.17% | 163 |
|
|
2016
Q3 | $9.02M | Sell |
135,448
-2,218
| -2% | -$148K | 0.11% | 207 |
|
|
2016
Q2 | $8.56M | Sell |
137,666
-1,160
| -0.8% | -$72.1K | 0.1% | 212 |
|
|
2016
Q1 | $8.22M | Sell |
138,826
-850
| -0.6% | -$50.3K | 0.11% | 208 |
|
|
2015
Q4 | $9.22M | Buy |
139,676
+1,820
| +1% | +$120K | 0.13% | 191 |
|
|
2015
Q3 | $8.41M | Buy |
137,856
+425
| +0.3% | +$25.9K | 0.11% | 219 |
|
|
2015
Q2 | $9.31M | Sell |
137,431
-2,545
| -2% | -$172K | 0.11% | 216 |
|
|
2015
Q1 | $8.48M | Sell |
139,976
-1,401
| -1% | -$84.9K | 0.1% | 228 |
|
|
2014
Q4 | $8.85M | Sell |
141,377
-8,850
| -6% | -$554K | 0.1% | 226 |
|
|
2014
Q3 | $9.05M | Sell |
150,227
-42,259
| -22% | -$2.55M | 0.1% | 210 |
|
|
2014
Q2 | $11.1M | Sell |
192,486
-15,350
| -7% | -$884K | 0.11% | 208 |
|
|
2014
Q1 | $12.6M | Sell |
207,836
-3,896
| -2% | -$237K | 0.17% | 153 |
|
|
2013
Q4 | $12.4M | Buy |
211,732
+13,711
| +7% | +$802K | 0.17% | 154 |
|
|
2013
Q3 | $10.2M | Buy |
198,021
+4,550
| +2% | +$235K | 0.13% | 194 |
|
|
2013
Q2 | $10.2M | Buy |
+193,471
| New | +$10.2M | 0.14% | 182 |
|