TF
Tompkins Financial’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Sell |
72,456
-1,968
| -3% | -$571K | 1.93% | 12 |
|
|
2025
Q1 | $18.3M | Sell |
74,424
-2,148
| -3% | -$527K | 1.75% | 14 |
|
|
2024
Q4 | $18.4M | Sell |
76,572
-148
| -0.2% | -$35.5K | 1.71% | 13 |
|
|
2024
Q3 | $16.2M | Sell |
76,720
-1,082
| -1% | -$228K | 1.55% | 15 |
|
|
2024
Q2 | $15.7M | Sell |
77,802
-1,259
| -2% | -$255K | 1.65% | 12 |
|
|
2024
Q1 | $15.8M | Sell |
79,061
-1,311
| -2% | -$263K | 1.79% | 12 |
|
|
2023
Q4 | $13.7M | Buy |
80,372
+5,690
| +8% | +$968K | 1.66% | 11 |
|
|
2023
Q3 | $10.8M | Buy |
74,682
+6,250
| +9% | +$906K | 1.71% | 12 |
|
|
2023
Q2 | $9.95M | Sell |
68,432
-2,809
| -4% | -$409K | 1.56% | 13 |
|
|
2023
Q1 | $9.28M | Sell |
71,241
-65
| -0.1% | -$8.47K | 1.51% | 13 |
|
|
2022
Q4 | $9.56M | Sell |
71,306
-1,206
| -2% | -$162K | 1.51% | 13 |
|
|
2022
Q3 | $7.58M | Buy |
72,512
+1,740
| +2% | +$182K | 1.28% | 18 |
|
|
2022
Q2 | $7.97M | Buy |
70,772
+386
| +0.5% | +$43.5K | 1.28% | 18 |
|
|
2022
Q1 | $9.6M | Buy |
70,386
+5,331
| +8% | +$727K | 1.35% | 14 |
|
|
2021
Q4 | $10.3M | Buy |
65,055
+8
| +0% | +$1.27K | 1.83% | 11 |
|
|
2021
Q3 | $10.6M | Buy |
+65,047
| New | +$10.6M | 1.95% | 8 |
|
|
2021
Q1 | $10.2M | Buy |
66,822
+324
| +0.5% | +$49.3K | 1.72% | 11 |
|
|
2020
Q4 | $8.45M | Buy |
66,498
+3,730
| +6% | +$474K | 1.52% | 13 |
|
|
2020
Q3 | $6.04M | Buy |
62,768
+1,019
| +2% | +$98.1K | 1.16% | 24 |
|
|
2020
Q2 | $5.81M | Buy |
61,749
+2,080
| +3% | +$196K | 1.22% | 23 |
|
|
2020
Q1 | $5.37M | Buy |
59,669
+3,176
| +6% | +$286K | 1.24% | 18 |
|
|
2019
Q4 | $7.88M | Buy |
56,493
+1,453
| +3% | +$203K | 1.44% | 13 |
|
|
2019
Q3 | $6.48M | Sell |
55,040
-947
| -2% | -$111K | 1.32% | 15 |
|
|
2019
Q2 | $6.26M | Buy |
55,987
+1,107
| +2% | +$124K | 1.26% | 17 |
|
|
2019
Q1 | $5.56M | Sell |
54,880
-576
| -1% | -$58.3K | 1.06% | 19 |
|
|
2018
Q4 | $5.41M | Sell |
55,456
-72
| -0.1% | -$7.03K | 1.2% | 17 |
|
|
2018
Q3 | $6.27M | Buy |
55,528
+994
| +2% | +$112K | 1.29% | 16 |
|
|
2018
Q2 | $5.68M | Sell |
54,534
-593
| -1% | -$61.8K | 1.22% | 17 |
|
|
2018
Q1 | $6.06M | Buy |
55,127
+3,547
| +7% | +$390K | 1.36% | 16 |
|
|
2017
Q4 | $5.52M | Sell |
51,580
-769
| -1% | -$82.2K | 1.26% | 15 |
|
|
2017
Q3 | $5M | Buy |
52,349
+1,166
| +2% | +$111K | 1.18% | 15 |
|
|
2017
Q2 | $4.68M | Sell |
51,183
-573
| -1% | -$52.4K | 1.18% | 15 |
|
|
2017
Q1 | $4.55M | Sell |
51,756
-806
| -2% | -$70.8K | 1.15% | 16 |
|
|
2016
Q4 | $4.54M | Sell |
52,562
-319
| -0.6% | -$27.5K | 1.19% | 16 |
|
|
2016
Q3 | $3.52M | Sell |
52,881
-7,372
| -12% | -$491K | 1.01% | 19 |
|
|
2016
Q2 | $3.74M | Sell |
60,253
-1,185
| -2% | -$73.6K | 1.11% | 16 |
|
|
2016
Q1 | $3.64M | Buy |
61,438
+1,834
| +3% | +$109K | 1.15% | 15 |
|
|
2015
Q4 | $3.94M | Sell |
59,604
-2,550
| -4% | -$168K | 1.25% | 12 |
|
|
2015
Q3 | $3.79M | Sell |
62,154
-488
| -0.8% | -$29.7K | 1.22% | 11 |
|
|
2015
Q2 | $4.24M | Sell |
62,642
-1,429
| -2% | -$96.8K | 1.15% | 13 |
|
|
2015
Q1 | $3.88M | Buy |
64,071
+1,416
| +2% | +$85.8K | 0.97% | 18 |
|
|
2014
Q4 | $3.92M | Buy |
62,655
+2,123
| +4% | +$133K | 0.98% | 18 |
|
|
2014
Q3 | $3.65M | Buy |
60,532
+3
| +0% | +$181 | 0.96% | 20 |
|
|
2014
Q2 | $3.49M | Sell |
60,529
-3,638
| -6% | -$210K | 0.86% | 22 |
|
|
2014
Q1 | $3.9M | Buy |
64,167
+3,794
| +6% | +$230K | 0.99% | 19 |
|
|
2013
Q4 | $3.53M | Buy |
60,373
+106
| +0.2% | +$6.2K | 0.91% | 21 |
|
|
2013
Q3 | $3.11M | Buy |
60,267
+344
| +0.6% | +$17.8K | 0.87% | 21 |
|
|
2013
Q2 | $3.16M | Buy |
+59,923
| New | +$3.16M | 0.96% | 21 |
|