TCM
Traynor Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Sell |
57,170
-1,910
| -3% | -$555K | 1.18% | 18 |
|
|
2025
Q1 | $14.5M | Buy |
59,080
+332
| +0.6% | +$81.4K | 1.22% | 14 |
|
|
2024
Q4 | $14.1M | Buy |
58,748
+11,729
| +25% | +$2.81M | 0.94% | 17 |
|
|
2024
Q3 | $9.91M | Buy |
47,019
+3,379
| +8% | +$712K | 0.59% | 24 |
|
|
2024
Q2 | $8.83M | Buy |
43,640
+1,315
| +3% | +$266K | 0.66% | 25 |
|
|
2024
Q1 | $8.48M | Buy |
42,325
+712
| +2% | +$143K | 0.73% | 24 |
|
|
2023
Q4 | $7.08M | Buy |
41,613
+100
| +0.2% | +$17K | 0.73% | 25 |
|
|
2023
Q3 | $6.02M | Buy |
41,513
+303
| +0.7% | +$43.9K | 0.75% | 25 |
|
|
2023
Q2 | $5.99M | Sell |
41,210
-1,344
| -3% | -$195K | 0.74% | 27 |
|
|
2023
Q1 | $5.55M | Sell |
42,554
-1,265
| -3% | -$165K | 0.8% | 26 |
|
|
2022
Q4 | $5.88M | Sell |
43,819
-1,306
| -3% | -$175K | 0.83% | 25 |
|
|
2022
Q3 | $4.72M | Sell |
45,125
-2,551
| -5% | -$267K | 0.84% | 27 |
|
|
2022
Q2 | $5.37M | Buy |
47,676
+2,668
| +6% | +$300K | 0.93% | 27 |
|
|
2022
Q1 | $6.14M | Buy |
45,008
+6,125
| +16% | +$835K | 0.8% | 28 |
|
|
2021
Q4 | $6.16M | Buy |
38,883
+1,888
| +5% | +$299K | 0.73% | 29 |
|
|
2021
Q3 | $6.06M | Buy |
36,995
+2,488
| +7% | +$407K | 0.83% | 27 |
|
|
2021
Q2 | $5.38M | Buy |
34,507
+1,393
| +4% | +$217K | 0.75% | 32 |
|
|
2021
Q1 | $5.04M | Buy |
33,114
+1,251
| +4% | +$190K | 0.83% | 31 |
|
|
2020
Q4 | $4.05M | Sell |
31,863
-10,748
| -25% | -$1.37M | 0.72% | 34 |
|
|
2020
Q3 | $4.42M | Buy |
42,611
+580
| +1% | +$60.2K | 1.01% | 22 |
|
|
2020
Q2 | $3.95M | Buy |
42,031
+1,232
| +3% | +$116K | 0.95% | 21 |
|
|
2020
Q1 | $3.67M | Buy |
40,799
+2,276
| +6% | +$205K | 1.3% | 18 |
|
|
2019
Q4 | $5.37M | Buy |
38,523
+1,755
| +5% | +$245K | 1.43% | 15 |
|
|
2019
Q3 | $4.33M | Buy |
36,768
+1,612
| +5% | +$190K | 1.35% | 16 |
|
|
2019
Q2 | $4M | Buy |
35,156
+1,292
| +4% | +$147K | 1.3% | 17 |
|
|
2019
Q1 | $3.43M | Buy |
33,864
+3,354
| +11% | +$340K | 1.15% | 21 |
|
|
2018
Q4 | $2.98M | Buy |
30,510
+4,262
| +16% | +$416K | 1.24% | 19 |
|
|
2018
Q3 | $2.96M | Buy |
26,248
+2,898
| +12% | +$327K | 0.96% | 23 |
|
|
2018
Q2 | $2.45M | Buy |
23,350
+2,090
| +10% | +$220K | 0.9% | 25 |
|
|
2018
Q1 | $2.34M | Buy |
21,260
+2,247
| +12% | +$247K | 0.95% | 24 |
|
|
2017
Q4 | $2.03M | Buy |
19,013
+2,103
| +12% | +$225K | 0.87% | 27 |
|
|
2017
Q3 | $1.61M | Buy |
16,910
+473
| +3% | +$45.1K | 0.77% | 30 |
|
|
2017
Q2 | $1.5M | Buy |
16,437
+1,686
| +11% | +$154K | 0.74% | 29 |
|
|
2017
Q1 | $1.28M | Buy |
14,751
+1,658
| +13% | +$143K | 0.71% | 29 |
|
|
2016
Q4 | $1.13M | Sell |
13,093
-1,691
| -11% | -$145K | 0.75% | 31 |
|
|
2016
Q3 | $1.01M | Sell |
14,784
-872
| -6% | -$59.6K | 0.71% | 34 |
|
|
2016
Q2 | $932K | Buy |
15,656
+1,171
| +8% | +$69.7K | 0.73% | 37 |
|
|
2016
Q1 | $857K | Buy |
14,485
+88
| +0.6% | +$5.21K | 0.68% | 33 |
|
|
2015
Q4 | $950K | Buy |
14,397
+2,049
| +17% | +$135K | 0.68% | 36 |
|
|
2015
Q3 | $752K | Buy |
12,348
+961
| +8% | +$58.5K | 0.65% | 35 |
|
|
2015
Q2 | $771K | Buy |
11,387
+4,904
| +76% | +$332K | 0.64% | 35 |
|
|
2015
Q1 | $392K | Buy |
6,483
+97
| +2% | +$5.87K | 0.38% | 59 |
|
|
2014
Q4 | $399K | Buy |
+6,386
| New | +$399K | 0.46% | 53 |
|