Towercrest Capital Management’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 | $1.27M | Sell |
4,377
-402
| -8% | -$117K | 0.23% | 44 |
|
|
2025
Q1 | $1.17M | Sell |
4,779
-4,680
| -49% | -$1.15M | 0.22% | 44 |
|
|
2024
Q4 | $2.27M | Sell |
9,459
-40
| -0.4% | -$9.59K | 0.37% | 42 |
|
|
2024
Q3 | $2M | Sell |
9,499
-805
| -8% | -$170K | 0.32% | 41 |
|
|
2024
Q2 | $2.08M | Hold |
10,304
| – | – | 0.34% | 41 |
|
|
2024
Q1 | $2.06M | Hold |
10,304
| – | – | 0.35% | 42 |
|
|
2023
Q4 | $1.75M | Buy |
10,304
+27
| +0.3% | +$4.59K | 0.31% | 45 |
|
|
2023
Q3 | $1.49M | Buy |
10,277
+2
| +0% | +$290 | 0.29% | 47 |
|
|
2023
Q2 | $1.49M | Buy |
10,275
+444
| +5% | +$64.6K | 0.28% | 48 |
|
|
2023
Q1 | $1.28M | Hold |
9,831
| – | – | 0.27% | 47 |
|
|
2022
Q4 | $1.32M | Buy |
9,831
+410
| +4% | +$55K | 0.29% | 45 |
|
|
2022
Q3 | $984K | Sell |
9,421
-400
| -4% | -$41.8K | 0.23% | 47 |
|
|
2022
Q2 | $1.11M | Sell |
9,821
-327
| -3% | -$36.8K | 0.25% | 45 |
|
|
2022
Q1 | $1.38M | Buy |
10,148
+100
| +1% | +$13.6K | 0.27% | 46 |
|
|
2021
Q4 | $1.59M | Hold |
10,048
| – | – | 0.29% | 44 |
|
|
2021
Q3 | $1.65M | Buy |
10,048
+790
| +9% | +$129K | 0.31% | 45 |
|
|
2021
Q2 | $1.44M | Sell |
9,258
-653
| -7% | -$102K | 0.28% | 44 |
|
|
2021
Q1 | $1.51M | Sell |
9,911
-2,589
| -21% | -$394K | 0.32% | 41 |
|
|
2020
Q4 | $1.59M | Sell |
12,500
-1,434
| -10% | -$182K | 0.36% | 43 |
|
|
2020
Q3 | $1.34M | Buy |
13,934
+80
| +0.6% | +$7.7K | 0.33% | 42 |
|
|
2020
Q2 | $1.3M | Sell |
13,854
-500
| -3% | -$47K | 0.34% | 42 |
|
|
2020
Q1 | $1.29M | Sell |
14,354
-9,997
| -41% | -$900K | 0.39% | 39 |
|
|
2019
Q4 | $3.4M | Buy |
24,351
+591
| +2% | +$82.4K | 0.87% | 33 |
|
|
2019
Q3 | $2.8M | Sell |
23,760
-591
| -2% | -$69.5K | 0.78% | 33 |
|
|
2019
Q2 | $2.72M | Hold |
24,351
| – | – | 0.77% | 33 |
|
|
2019
Q1 | $2.47M | Hold |
24,351
| – | – | 0.71% | 33 |
|
|
2018
Q4 | $2.38M | Hold |
24,351
| – | – | 0.76% | 33 |
|
|
2018
Q3 | $2.75M | Hold |
24,351
| – | – | 0.81% | 34 |
|
|
2018
Q2 | $2.54M | Buy |
24,351
+20,904
| +606% | +$2.18M | 0.8% | 36 |
|
|
2018
Q1 | $379K | Hold |
3,447
| – | – | 0.26% | 27 |
|
|
2017
Q4 | $369K | Hold |
3,447
| – | – | 0.27% | 22 |
|
|
2017
Q3 | $329K | Hold |
3,447
| – | – | 0.25% | 24 |
|
|
2017
Q2 | $315K | Hold |
3,447
| – | – | 0.25% | 24 |
|
|
2017
Q1 | $303K | Sell |
3,447
-1,000
| -22% | -$87.9K | 0.25% | 24 |
|
|
2016
Q4 | $384K | Buy |
4,447
+380
| +9% | +$32.8K | 0.33% | 25 |
|
|
2016
Q3 | $271K | Hold |
4,067
| – | – | 0.24% | 23 |
|
|
2016
Q2 | $253K | Hold |
4,067
| – | – | 0.24% | 23 |
|
|
2016
Q1 | $241K | Hold |
4,067
| – | – | 0.26% | 24 |
|
|
2015
Q4 | $269K | Hold |
4,067
| – | – | 0.29% | 23 |
|
|
2015
Q3 | $248K | Hold |
4,067
| – | – | 0.27% | 21 |
|
|
2015
Q2 | $276K | Hold |
4,067
| – | – | 0.29% | 21 |
|
|
2015
Q1 | $257K | Buy |
+4,067
| New | +$257K | 0.27% | 21 |
|