TCM
Tran Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+801
| New | +$232K | 0.03% | 66 |
|
|
2020
Q2 | – | Sell |
-45,325
| Closed | -$4.08M | – | 69 |
|
|
2020
Q1 | $4.08M | Sell |
45,325
-3,401
| -7% | -$306K | 0.59% | 40 |
|
|
2019
Q4 | $6.79M | Sell |
48,726
-6,625
| -12% | -$923K | 0.79% | 37 |
|
|
2019
Q3 | $6.51M | Buy |
+55,351
| New | +$6.51M | 0.81% | 36 |
|
|
2016
Q1 | – | Sell |
-76,800
| Closed | -$5.07M | – | 74 |
|
|
2015
Q4 | $5.07M | Sell |
76,800
-2,175
| -3% | -$144K | 0.14% | 58 |
|
|
2015
Q3 | $4.82M | Buy |
78,975
+1,187
| +2% | +$72.4K | 0.12% | 59 |
|
|
2015
Q2 | $5.27M | Sell |
77,788
-3,787
| -5% | -$257K | 0.12% | 55 |
|
|
2015
Q1 | $4.94M | Sell |
81,575
-4,575
| -5% | -$277K | 0.11% | 60 |
|
|
2014
Q4 | $5.39M | Sell |
86,150
-1,575
| -2% | -$98.6K | 0.1% | 59 |
|
|
2014
Q3 | $5.29M | Sell |
87,725
-1,550
| -2% | -$93.4K | 0.1% | 57 |
|
|
2014
Q2 | $5.14M | Buy |
89,275
+12,875
| +17% | +$742K | 0.09% | 57 |
|
|
2014
Q1 | $4.64M | Buy |
76,400
+175
| +0.2% | +$10.6K | 0.08% | 61 |
|
|
2013
Q4 | $4.46M | Sell |
76,225
-5,525
| -7% | -$323K | 0.08% | 59 |
|
|
2013
Q3 | $4.23M | Sell |
81,750
-6,816
| -8% | -$352K | 0.09% | 58 |
|
|
2013
Q2 | $4.68M | Buy |
+88,566
| New | +$4.68M | 0.1% | 43 |
|