Tran Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4.08M | Sell |
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|
2019
Q4 | $6.79M | Sell |
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|
2019
Q3 | $6.51M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5.07M | Sell |
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|
2015
Q3 | $4.82M | Buy |
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|
2015
Q2 | $5.27M | Sell |
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|
2015
Q1 | $4.94M | Sell |
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|
2014
Q4 | $5.39M | Sell |
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|
2014
Q3 | $5.29M | Sell |
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|
2014
Q2 | $5.14M | Buy |
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|
2014
Q1 | $4.64M | Buy |
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|
2013
Q4 | $4.46M | Sell |
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|
2013
Q3 | $4.23M | Sell |
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|
2013
Q2 | $4.67M | Buy |
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