TIM
Tortoise Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
8,028
+80
| +1% | +$23.2K | 0.22% | 88 |
|
|
2025
Q1 | $1.95M | Sell |
7,948
-650
| -8% | -$159K | 0.2% | 87 |
|
|
2024
Q4 | $2.06M | Sell |
8,598
-241
| -3% | -$57.8K | 0.22% | 83 |
|
|
2024
Q3 | $1.86M | Buy |
8,839
+215
| +2% | +$45.3K | 0.19% | 88 |
|
|
2024
Q2 | $1.74M | Buy |
8,624
+145
| +2% | +$29.3K | 0.2% | 85 |
|
|
2024
Q1 | $1.7M | Sell |
8,479
-99
| -1% | -$19.8K | 0.21% | 86 |
|
|
2023
Q4 | $1.46M | Sell |
8,578
-442
| -5% | -$75.2K | 0.2% | 86 |
|
|
2023
Q3 | $1.31M | Buy |
9,020
+2,299
| +34% | +$333K | 0.19% | 87 |
|
|
2023
Q2 | $977K | Buy |
6,721
+1,532
| +30% | +$223K | 0.15% | 103 |
|
|
2023
Q1 | $676K | Buy |
5,189
+1
| +0% | +$130 | 0.11% | 117 |
|
|
2022
Q4 | $696K | Buy |
5,188
+1
| +0% | +$134 | 0.12% | 116 |
|
|
2022
Q3 | $542K | Buy |
5,187
+872
| +20% | +$91.1K | 0.11% | 116 |
|
|
2022
Q2 | $486K | Buy |
4,315
+998
| +30% | +$112K | 0.1% | 120 |
|
|
2022
Q1 | $452K | Buy |
3,317
+670
| +25% | +$91.3K | 0.08% | 126 |
|
|
2021
Q4 | $419K | Sell |
2,647
-1,438
| -35% | -$228K | 0.08% | 126 |
|
|
2021
Q3 | $669K | Buy |
4,085
+8
| +0.2% | +$1.31K | 0.14% | 89 |
|
|
2021
Q2 | $634K | Sell |
4,077
-825
| -17% | -$128K | 0.13% | 94 |
|
|
2021
Q1 | $746K | Sell |
4,902
-85
| -2% | -$12.9K | 0.16% | 80 |
|
|
2020
Q4 | $634K | Sell |
4,987
-31
| -0.6% | -$3.94K | 0.14% | 82 |
|
|
2020
Q3 | $483K | Buy |
5,018
+100
| +2% | +$9.63K | 0.12% | 90 |
|
|
2020
Q2 | $463K | Sell |
4,918
-76
| -2% | -$7.16K | 0.12% | 87 |
|
|
2020
Q1 | $450K | Sell |
4,994
-225
| -4% | -$20.3K | 0.13% | 88 |
|
|
2019
Q4 | $728K | Buy |
5,219
+22
| +0.4% | +$3.07K | 0.17% | 76 |
|
|
2019
Q3 | $612K | Hold |
5,197
| – | – | 0.16% | 83 |
|
|
2019
Q2 | $581K | Hold |
5,197
| – | – | 0.15% | 88 |
|
|
2019
Q1 | $526K | Sell |
5,197
-241
| -4% | -$24.4K | 0.14% | 87 |
|
|
2018
Q4 | $531K | Sell |
5,438
-500
| -8% | -$48.8K | 0.14% | 89 |
|
|
2018
Q3 | $670K | Sell |
5,938
-100
| -2% | -$11.3K | 0.18% | 81 |
|
|
2018
Q2 | $629K | Sell |
6,038
-560
| -8% | -$58.3K | 0.17% | 79 |
|
|
2018
Q1 | $726K | Sell |
6,598
-200
| -3% | -$22K | 0.2% | 70 |
|
|
2017
Q4 | $727K | Buy |
6,798
+189
| +3% | +$20.2K | 0.21% | 66 |
|
|
2017
Q3 | $631K | Buy |
6,609
+4,650
| +237% | +$444K | 0.19% | 70 |
|
|
2017
Q2 | $179K | Buy |
1,959
+731
| +60% | +$66.8K | 0.06% | 126 |
|
|
2017
Q1 | $108K | Sell |
1,228
-350
| -22% | -$30.8K | 0.04% | 143 |
|
|
2016
Q4 | $136K | Buy |
1,578
+1,283
| +435% | +$111K | 0.05% | 128 |
|
|
2016
Q3 | $20K | Sell |
295
-634
| -68% | -$43K | 0.01% | 250 |
|
|
2016
Q2 | $58K | Sell |
929
-882
| -49% | -$55.1K | 0.02% | 181 |
|
|
2016
Q1 | $107K | Buy |
1,811
+1,642
| +972% | +$97K | 0.04% | 129 |
|
|
2015
Q4 | $11K | Hold |
169
| – | – | ﹤0.01% | 306 |
|
|
2015
Q3 | $10K | Hold |
169
| – | – | ﹤0.01% | 295 |
|
|
2015
Q2 | $11K | Hold |
169
| – | – | ﹤0.01% | 302 |
|
|
2015
Q1 | $10K | Sell |
169
-566
| -77% | -$33.5K | ﹤0.01% | 294 |
|
|
2014
Q4 | $46K | Buy |
735
+35
| +5% | +$2.19K | 0.02% | 221 |
|
|
2014
Q3 | $42K | Sell |
700
-20
| -3% | -$1.2K | 0.02% | 220 |
|
|
2014
Q2 | $41K | Buy |
720
+20
| +3% | +$1.14K | 0.02% | 222 |
|
|
2014
Q1 | $42K | Hold |
700
| – | – | 0.02% | 200 |
|
|
2013
Q4 | $41K | Hold |
700
| – | – | 0.02% | 187 |
|
|
2013
Q3 | $36K | Hold |
700
| – | – | 0.02% | 168 |
|
|
2013
Q2 | $37K | Buy |
+700
| New | +$37K | 0.02% | 160 |
|