Total Investment Management’s JPMorgan Chase JPM Stock Holding History

Total Investment Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.14M	Sell	3,918 -8	-0.2%	-$2.32K	0.16%	23
2025 Q1	$963K	Buy	3,926 +3	+0.1%	+$736	0.13%	29
2024 Q4	$940K	Buy	3,923 +203	+5%	+$48.7K	0.13%	31
2024 Q3	$784K	Sell	3,720 -111	-3%	-$23.4K	0.09%	31
2024 Q2	$775K	Sell	3,831 -9	-0.2%	-$1.82K	0.1%	30
2024 Q1	$769K	Buy	3,840 +151	+4%	+$30.2K	0.1%	29
2023 Q4	$627K	Buy	3,689 +6	+0.2%	+$1.02K	0.08%	35
2023 Q3	$534K	Buy	3,683 +62	+2%	+$8.99K	0.08%	37
2023 Q2	$527K	Buy	3,621 +208	+6%	+$30.3K	0.07%	36
2023 Q1	$445K	Buy	3,413 +24	+0.7%	+$3.13K	0.08%	37
2022 Q4	$454K	Sell	3,389 -43	-1%	-$5.77K	0.11%	31
2022 Q3	$359K	Sell	3,432 -175	-5%	-$18.3K	0.07%	36
2022 Q2	$406K	Sell	3,607 -88	-2%	-$9.91K	0.07%	40
2022 Q1	$504K	Buy	3,695 +27	+0.7%	+$3.68K	0.1%	39
2021 Q4	$581K	Buy	3,668 +140	+4%	+$22.2K	0.1%	38
2021 Q3	$577K	Sell	3,528 -16	-0.5%	-$2.62K	0.14%	30
2021 Q2	$551K	Buy	3,544 +606	+21%	+$94.2K	0.1%	32
2021 Q1	$265K	Sell	2,938 -525	-15%	-$47.4K	0.07%	39
2020 Q4	$440K	Sell	3,463 -41	-1%	-$5.21K	0.09%	28
2020 Q3	$344K	Buy	3,504 +312	+10%	+$30.6K	0.1%	29
2020 Q2	$300K	Buy	3,192 +254	+9%	+$23.9K	0.1%	25
2020 Q1	$265K	Buy	2,938 +3	+0.1%	+$271	0.07%	39
2019 Q4	$409K	Sell	2,935 -4	-0.1%	-$557	0.08%	33
2019 Q3	$346K	Hold	2,939	–	–	0.07%	35
2019 Q2	$325K	Buy	2,939 +2	+0.1%	+$221	0.07%	37
2019 Q1	$321K	Buy	2,937 +10	+0.3%	+$1.09K	0.08%	36
2018 Q4	$305K	Buy	2,927 +6	+0.2%	+$625	0.1%	35
2018 Q3	$330K	Buy	2,921 +2	+0.1%	+$226	0.07%	28
2018 Q2	$304K	Buy	2,919 +2	+0.1%	+$208	0.07%	30
2018 Q1	$321K	Buy	2,917 +2	+0.1%	+$220	0.08%	29
2017 Q4	$312K	Buy	2,915 +3	+0.1%	+$321	0.09%	25
2017 Q3	$278K	Buy	2,912 +2	+0.1%	+$191	0.1%	25
2017 Q2	$266K	Sell	2,910 -90	-3%	-$8.23K	0.09%	27
2017 Q1	$264K	Buy	3,000 +396	+15%	+$34.8K	0.09%	28
2016 Q4	$225K	Buy	+2,604	New	+$225K	0.07%	32