TownSquare Capital’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.11M	Sell	31,432 -166,483	-84%	-$48.3M	0.89%	21
2025 Q1	$48.5M	Buy	197,915 +14,740	+8%	+$3.62M	0.52%	35
2024 Q4	$43.9M	Buy	183,175 +15,943	+10%	+$3.82M	0.5%	38
2024 Q3	$35.3M	Sell	167,232 -15,395	-8%	-$3.25M	0.42%	46
2024 Q2	$36.9M	Buy	182,627 +12,971	+8%	+$2.62M	0.5%	37
2024 Q1	$34M	Buy	169,656 +37,125	+28%	+$7.44M	0.5%	46
2023 Q4	$22.5M	Sell	132,531 -13,249	-9%	-$2.25M	0.39%	59
2023 Q3	$21.1M	Sell	145,780 -5,663	-4%	-$821K	0.39%	60
2023 Q2	$22M	Buy	151,443 +27,256	+22%	+$3.96M	0.4%	62
2023 Q1	$16.2M	Buy	124,187 +13,030	+12%	+$1.7M	0.36%	67
2022 Q4	$14.9M	Buy	111,157 +3,958	+4%	+$531K	0.37%	68
2022 Q3	$11.2M	Buy	107,199 +1,966	+2%	+$205K	0.32%	65
2022 Q2	$11.8M	Buy	105,233 +17,760	+20%	+$2M	0.34%	63
2022 Q1	$11.9M	Buy	87,473 +10,802	+14%	+$1.47M	0.3%	66
2021 Q4	$12.1M	Buy	76,671 +2,700	+4%	+$428K	0.3%	70
2021 Q3	$12.1M	Sell	73,971 -593	-0.8%	-$97.1K	0.35%	66
2021 Q2	$11.4M	Buy	74,564 +4,341	+6%	+$666K	0.37%	60
2021 Q1	$10.7M	Buy	70,223 +5,551	+9%	+$845K	0.42%	54
2020 Q4	$8.22M	Buy	64,672 +13,940	+27%	+$1.77M	0.37%	64
2020 Q3	$4.97M	Buy	50,732 +1,042	+2%	+$102K	0.29%	68
2020 Q2	$4.85M	Buy	49,690 +430	+0.9%	+$42K	0.33%	59
2020 Q1	$4.59M	Buy	49,260 +6,449	+15%	+$601K	0.37%	55
2019 Q4	$5.97M	Sell	42,811 -16,683	-28%	-$2.33M	0.48%	42
2019 Q3	$7.73M	Buy	59,494 +8,677	+17%	+$1.13M	0.64%	33
2019 Q2	$5.74M	Sell	50,817 -1,942	-4%	-$219K	0.55%	38
2019 Q1	$5.34M	Buy	52,759 +8,110	+18%	+$821K	0.41%	56
2018 Q4	$4.63M	Buy	+44,649	New	+$4.63M	0.6%	40