Tower Research Capital (TRC)’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 | $34.7M | Buy |
119,560
+11,276
| +10% | +$3.27M | 0.93% | 10 |
|
|
2025
Q1 | $27M | Sell |
108,284
-60,954
| -36% | -$15.2M | 0.8% | 14 |
|
|
2024
Q4 | $40.6M | Buy |
169,238
+49,897
| +42% | +$12M | 0.81% | 14 |
|
|
2024
Q3 | $25.2M | Sell |
119,341
-18,618
| -13% | -$3.93M | 0.67% | 16 |
|
|
2024
Q2 | $27.9M | Buy |
137,959
+17,529
| +15% | +$3.55M | 0.47% | 17 |
|
|
2024
Q1 | $24.1M | Sell |
120,430
-310,403
| -72% | -$62.2M | 0.58% | 20 |
|
|
2023
Q4 | $73.3M | Buy |
430,833
+266,492
| +162% | +$45.3M | 0.91% | 13 |
|
|
2023
Q3 | $23.8M | Buy |
164,341
+101,899
| +163% | +$14.8M | 0.75% | 12 |
|
|
2023
Q2 | $9.08M | Buy |
62,442
+41
| +0.1% | +$5.96K | 0.3% | 33 |
|
|
2023
Q1 | $8.13M | Sell |
62,401
-1,203
| -2% | -$157K | 0.26% | 43 |
|
|
2022
Q4 | $8.53M | Sell |
63,604
-243,544
| -79% | -$32.7M | 0.35% | 30 |
|
|
2022
Q3 | $32.1M | Buy |
307,148
+109,470
| +55% | +$11.4M | 0.52% | 29 |
|
|
2022
Q2 | $22.3M | Sell |
197,678
-245,451
| -55% | -$27.6M | 0.5% | 31 |
|
|
2022
Q1 | $60.4M | Buy |
443,129
+176,520
| +66% | +$24.1M | 0.58% | 28 |
|
|
2021
Q4 | $42.2M | Buy |
266,609
+193,194
| +263% | +$30.6M | 0.73% | 13 |
|
|
2021
Q3 | $12M | Sell |
73,415
-38,579
| -34% | -$6.32M | 0.31% | 38 |
|
|
2021
Q2 | $17.4M | Sell |
111,994
-269,829
| -71% | -$42M | 0.45% | 26 |
|
|
2021
Q1 | $58.1M | Buy |
381,823
+218,641
| +134% | +$33.3M | 0.98% | 10 |
|
|
2020
Q4 | $20.7M | Buy |
163,182
+93,656
| +135% | +$11.9M | 0.63% | 10 |
|
|
2020
Q3 | $6.69M | Sell |
69,526
-25,504
| -27% | -$2.46M | 0.07% | 50 |
|
|
2020
Q2 | $8.94M | Buy |
95,030
+52,816
| +125% | +$4.97M | 0.37% | 22 |
|
|
2020
Q1 | $3.8M | Buy |
42,214
+42,180
| +124,059% | +$3.8M | 0.23% | 49 |
|
|
2019
Q4 | $5K | Sell |
34
-38,353
| -100% | -$5.64M | ﹤0.01% | 2700 |
|
|
2019
Q3 | $4.52M | Buy |
+38,387
| New | +$4.52M | 0.31% | 42 |
|
|
2019
Q2 | – | Sell |
-74,688
| Closed | -$7.56M | – | 3982 |
|
|
2019
Q1 | $7.56M | Buy |
74,688
+16,062
| +27% | +$1.63M | 0.46% | 13 |
|
|
2018
Q4 | $5.72M | Buy |
58,626
+23,809
| +68% | +$2.32M | 0.41% | 38 |
|
|
2018
Q3 | $3.93M | Sell |
34,817
-145,861
| -81% | -$16.5M | 0.29% | 53 |
|
|
2018
Q2 | $18.8M | Buy |
+180,678
| New | +$18.8M | 1.05% | 9 |
|
|
2018
Q1 | – | Sell |
-64,648
| Closed | -$6.91M | – | 3589 |
|
|
2017
Q4 | $6.91M | Buy |
64,648
+62,150
| +2,488% | +$6.65M | 0.89% | 12 |
|
|
2017
Q3 | $239K | Sell |
2,498
-3,668
| -59% | -$351K | 0.02% | 641 |
|
|
2017
Q2 | $563K | Buy |
6,166
+3,517
| +133% | +$321K | 0.06% | 199 |
|
|
2017
Q1 | $233K | Sell |
2,649
-79,607
| -97% | -$7M | 0.02% | 262 |
|
|
2016
Q4 | $7.1M | Buy |
82,256
+72,017
| +703% | +$6.21M | 0.77% | 15 |
|
|
2016
Q3 | $681K | Sell |
10,239
-40,947
| -80% | -$2.72M | 0.07% | 115 |
|
|
2016
Q2 | $3.18M | Buy |
51,186
+42,283
| +475% | +$2.63M | 0.3% | 60 |
|
|
2016
Q1 | $527K | Buy |
8,903
+8,820
| +10,627% | +$522K | 0.08% | 168 |
|
|
2015
Q4 | $5K | Buy |
+83
| New | +$5K | ﹤0.01% | 2990 |
|
|
2015
Q3 | – | Sell |
-3,200
| Closed | -$217K | – | 4412 |
|
|
2015
Q2 | $217K | Buy |
3,200
+1,000
| +45% | +$67.8K | 0.02% | 326 |
|
|
2015
Q1 | $133K | Buy |
+2,200
| New | +$133K | 0.02% | 668 |
|
|
2014
Q4 | – | Sell |
-33,772
| Closed | -$2.04M | – | 4362 |
|
|
2014
Q3 | $2.04M | Buy |
33,772
+30,314
| +877% | +$1.83M | 0.23% | 82 |
|
|
2014
Q2 | $199K | Sell |
3,458
-22,682
| -87% | -$1.31M | 0.03% | 595 |
|
|
2014
Q1 | $1.59M | Buy |
26,140
+2,686
| +11% | +$163K | 0.2% | 91 |
|
|
2013
Q4 | $1.37M | Sell |
23,454
-69,230
| -75% | -$4.05M | 0.23% | 63 |
|
|
2013
Q3 | $4.79M | Buy |
92,684
+89,281
| +2,624% | +$4.62M | 0.52% | 25 |
|
|
2013
Q2 | $180K | Buy |
+3,403
| New | +$180K | 0.01% | 285 |
|