Toronto Dominion Bank’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 | $450M | Buy |
1,553,456
+233,782
| +18% | +$67.8M | 0.75% | 20 |
|
2025
Q1 | $324M | Buy |
1,319,674
+334,355
| +34% | +$82M | 0.63% | 21 |
|
2024
Q4 | $236M | Sell |
985,319
-67,677
| -6% | -$16.2M | 0.37% | 29 |
|
2024
Q3 | $222M | Sell |
1,052,996
-802,756
| -43% | -$169M | 0.39% | 28 |
|
2024
Q2 | $375M | Sell |
1,855,752
-98,617
| -5% | -$19.9M | 0.6% | 19 |
|
2024
Q1 | $391M | Sell |
1,954,369
-176,453
| -8% | -$35.3M | 0.61% | 18 |
|
2023
Q4 | $362M | Sell |
2,130,822
-643
| -0% | -$109K | 0.53% | 23 |
|
2023
Q3 | $309M | Sell |
2,131,465
-1,483,259
| -41% | -$215M | 0.51% | 24 |
|
2023
Q2 | $525M | Buy |
3,614,724
+1,126,487
| +45% | +$164M | 0.78% | 15 |
|
2023
Q1 | $324M | Buy |
2,488,237
+319,838
| +15% | +$41.7M | 0.53% | 24 |
|
2022
Q4 | $291M | Sell |
2,168,399
-181,901
| -8% | -$24.4M | 0.44% | 29 |
|
2022
Q3 | $245M | Buy |
2,350,300
+53,274
| +2% | +$5.56M | 0.44% | 27 |
|
2022
Q2 | $259M | Sell |
2,297,026
-37,264
| -2% | -$4.2M | 0.48% | 31 |
|
2022
Q1 | $318M | Sell |
2,334,290
-359,959
| -13% | -$49.1M | 0.48% | 30 |
|
2021
Q4 | $371M | Buy |
2,694,249
+116,091
| +5% | +$16M | 0.5% | 34 |
|
2021
Q3 | $364M | Sell |
2,578,158
-743,423
| -22% | -$105M | 0.57% | 25 |
|
2021
Q2 | $462M | Buy |
3,321,581
+175,835
| +6% | +$24.5M | 0.72% | 21 |
|
2021
Q1 | $425M | Buy |
3,145,746
+208,552
| +7% | +$28.2M | 0.75% | 20 |
|
2020
Q4 | $329M | Buy |
2,937,194
+48,660
| +2% | +$5.44M | 0.6% | 25 |
|
2020
Q3 | $236M | Buy |
2,888,534
+65,576
| +2% | +$5.35M | 0.58% | 27 |
|
2020
Q2 | $222M | Sell |
2,822,958
-24,514
| -0.9% | -$1.93M | 0.56% | 27 |
|
2020
Q1 | $255M | Sell |
2,847,472
-232,696
| -8% | -$20.8M | 0.78% | 16 |
|
2019
Q4 | $810M | Buy |
3,080,168
+769,161
| +33% | +$202M | 1.36% | 8 |
|
2019
Q3 | $272M | Sell |
2,311,007
-2,258,565
| -49% | -$266M | 0.57% | 22 |
|
2019
Q2 | $256M | Buy |
4,569,572
+2,130,254
| +87% | +$119M | 0.54% | 18 |
|
2019
Q1 | $247M | Buy |
2,439,318
+56,624
| +2% | +$5.73M | 0.39% | 20 |
|
2018
Q4 | $233M | Buy |
2,382,694
+11,971
| +0.5% | +$1.17M | 0.4% | 14 |
|
2018
Q3 | $267M | Sell |
2,370,723
-42,131
| -2% | -$4.75M | 0.49% | 16 |
|
2018
Q2 | $251M | Buy |
2,412,854
+326,093
| +16% | +$34M | 0.51% | 17 |
|
2018
Q1 | $229M | Buy |
2,086,761
+472,323
| +29% | +$51.9M | 0.51% | 14 |
|
2017
Q4 | $173M | Buy |
1,614,438
+179,885
| +13% | +$19.2M | 0.51% | 19 |
|
2017
Q3 | $137M | Buy |
1,434,553
+101,031
| +8% | +$9.65M | 0.44% | 21 |
|
2017
Q2 | $122M | Buy |
1,333,522
+209,283
| +19% | +$19.1M | 0.39% | 33 |
|
2017
Q1 | $98.8M | Buy |
1,124,239
+365,515
| +48% | +$32.1M | 0.26% | 49 |
|
2016
Q4 | $65.5M | Buy |
758,724
+494,423
| +187% | +$42.7M | 0.19% | 53 |
|
2016
Q3 | $17.6M | Buy |
264,301
+78,189
| +42% | +$5.21M | 0.06% | 94 |
|
2016
Q2 | $11.6M | Sell |
186,112
-9,874
| -5% | -$616K | 0.05% | 80 |
|
2016
Q1 | $11.6M | Sell |
195,986
-76,033
| -28% | -$4.49M | 0.07% | 69 |
|
2015
Q4 | $18M | Sell |
272,019
-3,855
| -1% | -$255K | 0.11% | 60 |
|
2015
Q3 | $16.9M | Buy |
275,874
+10,936
| +4% | +$669K | 0.1% | 68 |
|
2015
Q2 | $17.9M | Buy |
264,938
+630
| +0.2% | +$42.7K | 0.08% | 78 |
|
2015
Q1 | $16M | Sell |
264,308
-56,809
| -18% | -$3.44M | 0.07% | 77 |
|
2014
Q4 | $20.1M | Buy |
321,117
+81,067
| +34% | +$5.07M | 0.08% | 67 |
|
2014
Q3 | $14.5M | Sell |
240,050
-1,424
| -0.6% | -$85.9K | 0.05% | 75 |
|
2014
Q2 | $13.9M | Sell |
241,474
-5,833
| -2% | -$336K | 0.05% | 72 |
|
2014
Q1 | $15.4M | Buy |
247,307
+11,461
| +5% | +$715K | 0.05% | 68 |
|
2013
Q4 | $13.8M | Buy |
235,846
+55,808
| +31% | +$3.26M | 0.05% | 71 |
|
2013
Q3 | $9.29M | Sell |
180,038
-16,723
| -8% | -$862K | 0.03% | 87 |
|
2013
Q2 | $10.8M | Buy |
+196,761
| New | +$10.8M | 0.04% | 79 |
|