Torray Investment Partners’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 | $15.5M | Sell |
53,404
-8,693
| -14% | -$2.52M | 2.25% | 17 |
|
|
2025
Q1 | $15.2M | Sell |
62,097
-16,996
| -21% | -$4.17M | 2.27% | 16 |
|
|
2024
Q4 | $19M | Sell |
79,093
-8,126
| -9% | -$1.95M | 2.72% | 5 |
|
|
2024
Q3 | $18.4M | Buy |
87,219
+2,643
| +3% | +$557K | 2.57% | 6 |
|
|
2024
Q2 | $17.1M | Sell |
84,576
-7,971
| -9% | -$1.61M | 2.56% | 6 |
|
|
2024
Q1 | $18.5M | Sell |
92,547
-9,273
| -9% | -$1.86M | 2.78% | 7 |
|
|
2023
Q4 | $17.3M | Sell |
101,820
-339
| -0.3% | -$57.7K | 2.8% | 5 |
|
|
2023
Q3 | $14.8M | Sell |
102,159
-3,109
| -3% | -$451K | 2.61% | 9 |
|
|
2023
Q2 | $15.3M | Buy |
105,268
+577
| +0.6% | +$83.9K | 2.65% | 5 |
|
|
2023
Q1 | $13.6M | Sell |
104,691
-570
| -0.5% | -$74.3K | 2.45% | 6 |
|
|
2022
Q4 | $14.1M | Sell |
105,261
-95
| -0.1% | -$12.7K | 2.54% | 7 |
|
|
2022
Q3 | $11M | Buy |
105,356
+1,476
| +1% | +$154K | 2.19% | 13 |
|
|
2022
Q2 | $11.7M | Buy |
103,880
+14,053
| +16% | +$1.58M | 2.23% | 12 |
|
|
2022
Q1 | $12.2M | Sell |
89,827
-18,772
| -17% | -$2.56M | 1.96% | 17 |
|
|
2021
Q4 | $17.2M | Sell |
108,599
-6,003
| -5% | -$951K | 2.54% | 6 |
|
|
2021
Q3 | $18.8M | Buy |
114,602
+294
| +0.3% | +$48.1K | 2.87% | 4 |
|
|
2021
Q2 | $17.8M | Sell |
114,308
-74
| -0.1% | -$11.5K | 2.61% | 6 |
|
|
2021
Q1 | $17.4M | Sell |
114,382
-24,930
| -18% | -$3.8M | 2.72% | 5 |
|
|
2020
Q4 | $17.7M | Sell |
139,312
-1,128
| -0.8% | -$143K | 2.92% | 5 |
|
|
2020
Q3 | $13.5M | Sell |
140,440
-1,922
| -1% | -$185K | 2.48% | 12 |
|
|
2020
Q2 | $13.4M | Buy |
142,362
+1,100
| +0.8% | +$103K | 2.52% | 12 |
|
|
2020
Q1 | $12.7M | Buy |
141,262
+38,113
| +37% | +$3.43M | 2.81% | 11 |
|
|
2019
Q4 | $14.4M | Sell |
103,149
-166
| -0.2% | -$23.1K | 2.48% | 16 |
|
|
2019
Q3 | $12.2M | Sell |
103,315
-116
| -0.1% | -$13.7K | 1.32% | 42 |
|
|
2019
Q2 | $11.6M | Buy |
+103,431
| New | +$11.6M | 1.2% | 45 |
|
|
2019
Q1 | – | Sell |
-2,923
| Closed | -$285K | – | 105 |
|
|
2018
Q4 | $285K | Buy |
2,923
+332
| +13% | +$32.4K | 0.03% | 98 |
|
|
2018
Q3 | $292K | Buy |
2,591
+219
| +9% | +$24.7K | 0.03% | 99 |
|
|
2018
Q2 | $247K | Sell |
2,372
-8
| -0.3% | -$833 | 0.03% | 101 |
|
|
2018
Q1 | $262K | Hold |
2,380
| – | – | 0.03% | 101 |
|
|
2017
Q4 | $255K | Buy |
2,380
+109
| +5% | +$11.7K | 0.03% | 105 |
|
|
2017
Q3 | $217K | Sell |
2,271
-100
| -4% | -$9.56K | 0.02% | 105 |
|
|
2017
Q2 | $217K | Buy |
+2,371
| New | +$217K | 0.02% | 105 |
|
|
2015
Q3 | – | Sell |
-3,036
| Closed | -$206K | – | 68 |
|
|
2015
Q2 | $206K | Buy |
+3,036
| New | +$206K | 0.01% | 65 |
|
|
2014
Q2 | – | Sell |
-8,700
| Closed | -$528K | – | 93 |
|
|
2014
Q1 | $528K | Buy |
8,700
+1,050
| +14% | +$63.7K | 0.09% | 65 |
|
|
2013
Q4 | $447K | Sell |
7,650
-250
| -3% | -$14.6K | 0.09% | 63 |
|
|
2013
Q3 | $408K | Hold |
7,900
| – | – | 0.09% | 63 |
|
|
2013
Q2 | $417K | Buy |
+7,900
| New | +$417K | 0.09% | 67 |
|