TSWM
Triangle Securities Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Sell |
22,631
-3,709
| -14% | -$1.08M | 1.61% | 15 |
|
|
2025
Q1 | $6.46M | Sell |
26,340
-638
| -2% | -$157K | 1.66% | 15 |
|
|
2024
Q4 | $6.47M | Sell |
26,978
-807
| -3% | -$193K | 1.66% | 15 |
|
|
2024
Q3 | $5.86M | Sell |
27,785
-458
| -2% | -$96.6K | 1.51% | 16 |
|
|
2024
Q2 | $5.71M | Sell |
28,243
-639
| -2% | -$129K | 1.61% | 15 |
|
|
2024
Q1 | $5.79M | Sell |
28,882
-457
| -2% | -$91.5K | 1.65% | 15 |
|
|
2023
Q4 | $4.99M | Buy |
29,339
+81
| +0.3% | +$13.8K | 1.55% | 15 |
|
|
2023
Q3 | $4.24M | Sell |
29,258
-76
| -0.3% | -$11K | 1.51% | 17 |
|
|
2023
Q2 | $4.27M | Sell |
29,334
-384
| -1% | -$55.8K | 1.47% | 16 |
|
|
2023
Q1 | $3.87M | Sell |
29,718
-679
| -2% | -$88.5K | 1.38% | 16 |
|
|
2022
Q4 | $4.08M | Sell |
30,397
-477
| -2% | -$64K | 1.49% | 15 |
|
|
2022
Q3 | $3.23M | Sell |
30,874
-548
| -2% | -$57.3K | 1.32% | 18 |
|
|
2022
Q2 | $3.54M | Buy |
31,422
+870
| +3% | +$98K | 1.38% | 14 |
|
|
2022
Q1 | $4.17M | Sell |
30,552
-1,220
| -4% | -$166K | 1.39% | 15 |
|
|
2021
Q4 | $5.03M | Sell |
31,772
-255
| -0.8% | -$40.4K | 1.57% | 13 |
|
|
2021
Q3 | $5.24M | Sell |
32,027
-355
| -1% | -$58.1K | 1.78% | 10 |
|
|
2021
Q2 | $5.04M | Sell |
32,382
-706
| -2% | -$110K | 1.7% | 11 |
|
|
2021
Q1 | $5.04M | Sell |
33,088
-610
| -2% | -$92.9K | 1.82% | 10 |
|
|
2020
Q4 | $4.28M | Sell |
33,698
-269
| -0.8% | -$34.2K | 1.7% | 10 |
|
|
2020
Q3 | $3.27M | Buy |
33,967
+271
| +0.8% | +$26.1K | 1.48% | 10 |
|
|
2020
Q2 | $3.17M | Buy |
33,696
+666
| +2% | +$62.6K | 1.52% | 12 |
|
|
2020
Q1 | $2.97M | Buy |
33,030
+2,168
| +7% | +$195K | 1.71% | 10 |
|
|
2019
Q4 | $4.3M | Sell |
30,862
-319
| -1% | -$44.5K | 1.86% | 8 |
|
|
2019
Q3 | $3.67M | Sell |
31,181
-434
| -1% | -$51.1K | 1.79% | 9 |
|
|
2019
Q2 | $3.57M | Sell |
31,615
-727
| -2% | -$82K | 1.81% | 11 |
|
|
2019
Q1 | $3.27M | Sell |
32,342
-1,002
| -3% | -$101K | 1.72% | 11 |
|
|
2018
Q4 | $3.26M | Buy |
33,344
+1,590
| +5% | +$155K | 1.92% | 8 |
|
|
2018
Q3 | $3.58M | Sell |
31,754
-300
| -0.9% | -$33.9K | 1.9% | 8 |
|
|
2018
Q2 | $3.34M | Sell |
32,054
-548
| -2% | -$57.1K | 1.87% | 8 |
|
|
2018
Q1 | $3.59M | Sell |
32,602
-1,510
| -4% | -$166K | 2.06% | 6 |
|
|
2017
Q4 | $3.65M | Sell |
34,112
-24
| -0.1% | -$2.57K | 2.08% | 7 |
|
|
2017
Q3 | $3.26M | Sell |
34,136
-112
| -0.3% | -$10.7K | 1.94% | 8 |
|
|
2017
Q2 | $3.13M | Sell |
34,248
-690
| -2% | -$63.1K | 2.07% | 8 |
|
|
2017
Q1 | $3.07M | Sell |
34,938
-1,496
| -4% | -$131K | 1.96% | 11 |
|
|
2016
Q4 | $3.14M | Sell |
36,434
-1,904
| -5% | -$164K | 2.1% | 8 |
|
|
2016
Q3 | $2.55M | Sell |
38,338
-664
| -2% | -$44.2K | 1.77% | 13 |
|
|
2016
Q2 | $2.42M | Sell |
39,002
-5,916
| -13% | -$368K | 1.81% | 15 |
|
|
2016
Q1 | $2.66M | Buy |
44,918
+2,261
| +5% | +$134K | 1.74% | 16 |
|
|
2015
Q4 | $2.82M | Buy |
42,657
+1
| +0% | +$66 | 1.89% | 12 |
|
|
2015
Q3 | $2.6M | Sell |
42,656
-12
| -0% | -$732 | 1.97% | 11 |
|
|
2015
Q2 | $2.89M | Sell |
42,668
-50
| -0.1% | -$3.39K | 2.04% | 11 |
|
|
2015
Q1 | $2.59M | Buy |
42,718
+40
| +0.1% | +$2.42K | 1.79% | 12 |
|
|
2014
Q4 | $2.67M | Buy |
42,678
+305
| +0.7% | +$19.1K | 1.9% | 12 |
|
|
2014
Q3 | $2.55M | Hold |
42,373
| – | – | 1.96% | 11 |
|
|
2014
Q2 | $2.44M | Buy |
42,373
+1,290
| +3% | +$74.3K | 1.87% | 12 |
|
|
2014
Q1 | $1.95M | Buy |
41,083
+180
| +0.4% | +$8.54K | 1.75% | 15 |
|
|
2013
Q4 | $2.39M | Buy |
40,903
+68
| +0.2% | +$3.98K | 1.94% | 12 |
|
|
2013
Q3 | $2.11M | Sell |
40,835
-3,298
| -7% | -$170K | 1.84% | 13 |
|
|
2013
Q2 | $2.33M | Buy |
+44,133
| New | +$2.33M | 1.72% | 11 |
|