TBA
Tower Bridge Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.8M | Sell |
126,821
-4,159
| -3% | -$1.21M | 3.95% | 5 |
|
|
2025
Q1 | $32.1M | Sell |
130,980
-530
| -0.4% | -$130K | 3.59% | 3 |
|
|
2024
Q4 | $31.5M | Sell |
131,510
-604
| -0.5% | -$145K | 3.36% | 6 |
|
|
2024
Q3 | $27.9M | Buy |
132,114
+1,582
| +1% | +$334K | 2.89% | 5 |
|
|
2024
Q2 | $26.4M | Sell |
130,532
-3,517
| -3% | -$711K | 2.93% | 5 |
|
|
2024
Q1 | $26.8M | Sell |
134,049
-15,314
| -10% | -$3.07M | 2.73% | 4 |
|
|
2023
Q4 | $25.4M | Buy |
149,363
+179
| +0.1% | +$30.4K | 2.19% | 9 |
|
|
2023
Q3 | $21.6M | Buy |
149,184
+303
| +0.2% | +$43.9K | 2% | 11 |
|
|
2023
Q2 | $21.7M | Sell |
148,881
-25,442
| -15% | -$3.7M | 1.98% | 11 |
|
|
2023
Q1 | $22.7M | Sell |
174,323
-2,045
| -1% | -$266K | 1.86% | 12 |
|
|
2022
Q4 | $23.7M | Sell |
176,368
-1,866
| -1% | -$250K | 1.96% | 12 |
|
|
2022
Q3 | $18.6M | Buy |
178,234
+1,660
| +0.9% | +$173K | 1.66% | 16 |
|
|
2022
Q2 | $19.9M | Sell |
176,574
-3,633
| -2% | -$409K | 1.62% | 15 |
|
|
2022
Q1 | $24.6M | Sell |
180,207
-162
| -0.1% | -$22.1K | 1.64% | 15 |
|
|
2021
Q4 | $28.6M | Buy |
180,369
+504
| +0.3% | +$79.8K | 1.75% | 9 |
|
|
2021
Q3 | $29.4M | Buy |
179,865
+3,333
| +2% | +$546K | 1.96% | 8 |
|
|
2021
Q2 | $27.5M | Buy |
176,532
+832
| +0.5% | +$129K | 1.83% | 9 |
|
|
2021
Q1 | $26.7M | Buy |
175,700
+3,483
| +2% | +$530K | 2.01% | 7 |
|
|
2020
Q4 | $21.9M | Buy |
172,217
+28,971
| +20% | +$3.68M | 1.78% | 11 |
|
|
2020
Q3 | $13.8M | Buy |
143,246
+2,396
| +2% | +$231K | 1.41% | 21 |
|
|
2020
Q2 | $13.2M | Buy |
140,850
+18,313
| +15% | +$1.72M | 1.49% | 20 |
|
|
2020
Q1 | $11M | Buy |
122,537
+14,237
| +13% | +$1.28M | 1.45% | 20 |
|
|
2019
Q4 | $15.1M | Buy |
108,300
+5,415
| +5% | +$755K | 1.59% | 13 |
|
|
2019
Q3 | $13.4M | Buy |
102,885
+6,881
| +7% | +$897K | 1.47% | 19 |
|
|
2019
Q2 | $10.7M | Buy |
96,004
+2,009
| +2% | +$225K | 1.2% | 27 |
|
|
2019
Q1 | $9.52M | Buy |
93,995
+14,259
| +18% | +$1.44M | 1.1% | 33 |
|
|
2018
Q4 | $7.78M | Buy |
79,736
+1,436
| +2% | +$140K | 1% | 39 |
|
|
2018
Q3 | $8.84M | Sell |
78,300
-2,265
| -3% | -$256K | 0.92% | 37 |
|
|
2018
Q2 | $8.39M | Buy |
80,565
+2,079
| +3% | +$217K | 0.94% | 40 |
|
|
2018
Q1 | $8.63M | Sell |
78,486
-1,000
| -1% | -$110K | 0.96% | 41 |
|
|
2017
Q4 | $8.5M | Buy |
79,486
+4,362
| +6% | +$466K | 0.91% | 40 |
|
|
2017
Q3 | $7.18M | Buy |
75,124
+197
| +0.3% | +$18.8K | 0.82% | 50 |
|
|
2017
Q2 | $6.85M | Buy |
74,927
+403
| +0.5% | +$36.8K | 0.79% | 52 |
|
|
2017
Q1 | $6.55M | Sell |
74,524
-3,205
| -4% | -$282K | 0.76% | 52 |
|
|
2016
Q4 | $6.71M | Sell |
77,729
-9,983
| -11% | -$861K | 0.81% | 48 |
|
|
2016
Q3 | $5.84M | Sell |
87,712
-6,600
| -7% | -$439K | 0.71% | 53 |
|
|
2016
Q2 | $5.86M | Sell |
94,312
-4,395
| -4% | -$273K | 0.73% | 51 |
|
|
2016
Q1 | $5.85M | Buy |
98,707
+600
| +0.6% | +$35.5K | 0.73% | 51 |
|
|
2015
Q4 | $6.48M | Sell |
98,107
-570
| -0.6% | -$37.6K | 0.84% | 46 |
|
|
2015
Q3 | $6.02M | Sell |
98,677
-2,342
| -2% | -$143K | 0.83% | 49 |
|
|
2015
Q2 | $6.85M | Sell |
101,019
-1,700
| -2% | -$115K | 0.87% | 49 |
|
|
2015
Q1 | $6.22M | Sell |
102,719
-31,611
| -24% | -$1.91M | 0.79% | 53 |
|
|
2014
Q4 | $8.41M | Sell |
134,330
-18,638
| -12% | -$1.17M | 1.03% | 41 |
|
|
2014
Q3 | $9.21M | Sell |
152,968
-1,813
| -1% | -$109K | 1.16% | 32 |
|
|
2014
Q2 | $8.92M | Buy |
154,781
+1,252
| +0.8% | +$72.1K | 1.1% | 38 |
|
|
2014
Q1 | $9.32M | Buy |
153,529
+1,166
| +0.8% | +$70.8K | 1.2% | 31 |
|
|
2013
Q4 | $8.91M | Sell |
152,363
-1,048
| -0.7% | -$61.3K | 1.17% | 35 |
|
|
2013
Q3 | $7.93M | Sell |
153,411
-835
| -0.5% | -$43.2K | 1.14% | 35 |
|
|
2013
Q2 | $8.14M | Buy |
+154,246
| New | +$8.14M | 1.21% | 33 |
|