TAM
Townsend Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
43,214
-1,420
| -3% | -$412K | 4.54% | 5 |
|
|
2025
Q1 | $10.9M | Buy |
44,634
+1,050
| +2% | +$258K | 4.22% | 6 |
|
|
2024
Q4 | $10.4M | Buy |
43,584
+723
| +2% | +$173K | 3.82% | 5 |
|
|
2024
Q3 | $9.04M | Sell |
42,861
-517
| -1% | -$109K | 3.35% | 7 |
|
|
2024
Q2 | $8.77M | Buy |
43,378
+837
| +2% | +$169K | 3.4% | 7 |
|
|
2024
Q1 | $8.52M | Buy |
42,541
+1,052
| +3% | +$211K | 3.39% | 7 |
|
|
2023
Q4 | $7.06M | Buy |
41,489
+1,170
| +3% | +$199K | 3.23% | 9 |
|
|
2023
Q3 | $5.85M | Buy |
40,319
+1,464
| +4% | +$212K | 2.95% | 10 |
|
|
2023
Q2 | $5.65M | Buy |
38,855
+329
| +0.9% | +$47.9K | 2.71% | 11 |
|
|
2023
Q1 | $5.02M | Buy |
38,526
+3,716
| +11% | +$484K | 2.6% | 11 |
|
|
2022
Q4 | $4.67M | Buy |
34,810
+3,147
| +10% | +$422K | 2.34% | 11 |
|
|
2022
Q3 | $3.31M | Sell |
31,663
-1,203
| -4% | -$126K | 1.86% | 16 |
|
|
2022
Q2 | $3.7M | Sell |
32,866
-834
| -2% | -$93.9K | 1.91% | 15 |
|
|
2022
Q1 | $4.59M | Buy |
33,700
+1,117
| +3% | +$152K | 2.25% | 12 |
|
|
2021
Q4 | $5.16M | Buy |
32,583
+519
| +2% | +$82.2K | 2.46% | 11 |
|
|
2021
Q3 | $5.25M | Buy |
32,064
+1,612
| +5% | +$264K | 2.79% | 8 |
|
|
2021
Q2 | $4.74M | Buy |
30,452
+1,734
| +6% | +$270K | 2.63% | 9 |
|
|
2021
Q1 | $4.37M | Buy |
28,718
+2,461
| +9% | +$375K | 2.71% | 8 |
|
|
2020
Q4 | $3.34M | Buy |
26,257
+2,508
| +11% | +$319K | 2.22% | 10 |
|
|
2020
Q3 | $2.29M | Buy |
23,749
+3,314
| +16% | +$319K | 1.86% | 15 |
|
|
2020
Q2 | $1.92M | Buy |
20,435
+4,609
| +29% | +$433K | 1.55% | 19 |
|
|
2020
Q1 | $1.43M | Buy |
15,826
+1,707
| +12% | +$154K | 1.46% | 19 |
|
|
2019
Q4 | $1.97M | Buy |
+14,119
| New | +$1.97M | 1.59% | 18 |
|