Tompkins Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.2M | Sell |
64,894
-1,294
| -2% | -$402K | 1.49% | 20 |
|
|
2026
Q1 | $19.5M | Sell |
66,188
-1,584
| -2% | -$481K | 1.55% | 16 |
|
|
2025
Q4 | $21.8M | Sell |
67,772
-2,083
| -3% | -$645K | 1.7% | 15 |
|
|
2025
Q3 | $22M | Sell |
69,855
-2,601
| -4% | -$774K | 1.84% | 13 |
|
|
2025
Q2 | $21M | Sell |
72,456
-1,968
| -3% | -$502K | 1.93% | 12 |
|
|
2025
Q1 | $18.3M | Sell |
74,424
-2,148
| -3% | -$548K | 1.75% | 14 |
|
|
2024
Q4 | $18.4M | Sell |
76,572
-148
| -0.2% | -$34.5K | 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% | -$246K | 1.65% | 12 |
|
|
2024
Q1 | $15.8M | Sell |
79,061
-1,311
| -2% | -$237K | 1.79% | 12 |
|
|
2023
Q4 | $13.7M | Buy |
80,372
+5,690
| +8% | +$862K | 1.66% | 11 |
|
|
2023
Q3 | $10.8M | Buy |
74,682
+6,250
| +9% | +$937K | 1.71% | 12 |
|
|
2023
Q2 | $9.95M | Sell |
68,432
-2,809
| -4% | -$386K | 1.56% | 13 |
|
|
2023
Q1 | $9.28M | Sell |
71,241
-65
| -0.1% | -$8.91K | 1.51% | 13 |
|
|
2022
Q4 | $9.56M | Sell |
71,306
-1,206
| -2% | -$153K | 1.51% | 13 |
|
|
2022
Q3 | $7.58M | Buy |
72,512
+1,740
| +2% | +$200K | 1.28% | 18 |
|
|
2022
Q2 | $7.97M | Buy |
70,772
+386
| +0.5% | +$47.8K | 1.28% | 18 |
|
|
2022
Q1 | $9.6M | Buy |
70,386
+5,331
| +8% | +$787K | 1.35% | 14 |
|
|
2021
Q4 | $10.3M | Buy |
65,055
+8
| +0% | +$1.31K | 1.83% | 11 |
|
|
2021
Q3 | $10.6M | Buy |
+65,047
| New | +$10.2M | 1.95% | 8 |
|
|
2021
Q1 | $10.2M | Buy |
66,822
+324
| +0.5% | +$46.6K | 1.72% | 11 |
|
|
2020
Q4 | $8.45M | Buy |
66,498
+3,730
| +6% | +$417K | 1.52% | 13 |
|
|
2020
Q3 | $6.04M | Buy |
62,768
+1,019
| +2% | +$100K | 1.16% | 24 |
|
|
2020
Q2 | $5.81M | Buy |
61,749
+2,080
| +3% | +$197K | 1.22% | 23 |
|
|
2020
Q1 | $5.37M | Buy |
59,669
+3,176
| +6% | +$386K | 1.24% | 18 |
|
|
2019
Q4 | $7.88M | Buy |
56,493
+1,453
| +3% | +$186K | 1.44% | 13 |
|
|
2019
Q3 | $6.48M | Sell |
55,040
-947
| -2% | -$107K | 1.32% | 15 |
|
|
2019
Q2 | $6.26M | Buy |
55,987
+1,107
| +2% | +$122K | 1.26% | 17 |
|
|
2019
Q1 | $5.55M | Sell |
54,880
-576
| -1% | -$59.3K | 1.06% | 19 |
|
|
2018
Q4 | $5.41M | Sell |
55,456
-72
| -0.1% | -$7.67K | 1.2% | 17 |
|
|
2018
Q3 | $6.27M | Buy |
55,528
+994
| +2% | +$113K | 1.29% | 16 |
|
|
2018
Q2 | $5.68M | Sell |
54,534
-593
| -1% | -$65.1K | 1.22% | 17 |
|
|
2018
Q1 | $6.06M | Buy |
55,127
+3,547
| +7% | +$402K | 1.36% | 16 |
|
|
2017
Q4 | $5.52M | Sell |
51,580
-769
| -1% | -$77.9K | 1.26% | 15 |
|
|
2017
Q3 | $5M | Buy |
52,349
+1,166
| +2% | +$108K | 1.18% | 15 |
|
|
2017
Q2 | $4.68M | Sell |
51,183
-573
| -1% | -$49.4K | 1.18% | 15 |
|
|
2017
Q1 | $4.55M | Sell |
51,756
-806
| -2% | -$71.1K | 1.15% | 16 |
|
|
2016
Q4 | $4.54M | Sell |
52,562
-319
| -0.6% | -$24.3K | 1.19% | 16 |
|
|
2016
Q3 | $3.52M | Sell |
52,881
-7,372
| -12% | -$481K | 1.01% | 19 |
|
|
2016
Q2 | $3.74M | Sell |
60,253
-1,185
| -2% | -$74K | 1.11% | 16 |
|
|
2016
Q1 | $3.64M | Buy |
61,438
+1,834
| +3% | +$107K | 1.15% | 15 |
|
|
2015
Q4 | $3.94M | Sell |
59,604
-2,550
| -4% | -$166K | 1.25% | 12 |
|
|
2015
Q3 | $3.79M | Sell |
62,154
-488
| -0.8% | -$32K | 1.22% | 11 |
|
|
2015
Q2 | $4.24M | Sell |
62,642
-1,429
| -2% | -$93.3K | 1.15% | 13 |
|
|
2015
Q1 | $3.88M | Buy |
64,071
+1,416
| +2% | +$83.9K | 0.97% | 18 |
|
|
2014
Q4 | $3.92M | Buy |
62,655
+2,123
| +4% | +$128K | 0.98% | 18 |
|
|
2014
Q3 | $3.65M | Buy |
60,532
+3
| +0% | +$175 | 0.96% | 20 |
|
|
2014
Q2 | $3.49M | Sell |
60,529
-3,638
| -6% | -$205K | 0.86% | 22 |
|
|
2014
Q1 | $3.9M | Buy |
64,167
+3,794
| +6% | +$219K | 0.99% | 19 |
|
|
2013
Q4 | $3.53M | Buy |
60,373
+106
| +0.2% | +$5.81K | 0.91% | 21 |
|
|
2013
Q3 | $3.11M | Buy |
60,267
+344
| +0.6% | +$18.5K | 0.87% | 21 |
|
|
2013
Q2 | $3.16M | Buy |
+59,923
| New | +$3.05M | 0.96% | 21 |
|
Other funds holding JPM
CRM
CNB
SP
DLA
AAMU
P
DC