TI
tru Independence’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.24M | Sell |
28,417
-573
| -2% | -$166K | 2.38% | 8 |
|
|
2025
Q1 | $7.11M | Sell |
28,990
-241
| -0.8% | -$59.1K | 2.21% | 11 |
|
|
2024
Q4 | $7.01M | Sell |
29,231
-1,623
| -5% | -$389K | 2.2% | 12 |
|
|
2024
Q3 | $6.51M | Sell |
30,854
-6,599
| -18% | -$1.39M | 1.9% | 15 |
|
|
2024
Q2 | $7.58M | Sell |
37,453
-242
| -0.6% | -$48.9K | 2.29% | 7 |
|
|
2024
Q1 | $7.55M | Sell |
37,695
-1,090
| -3% | -$218K | 2.22% | 8 |
|
|
2023
Q4 | $6.6M | Sell |
38,785
-532
| -1% | -$90.5K | 2% | 10 |
|
|
2023
Q3 | $5.7M | Buy |
39,317
+7
| +0% | +$1.02K | 1.97% | 14 |
|
|
2023
Q2 | $5.72M | Buy |
39,310
+194
| +0.5% | +$28.2K | 1.88% | 14 |
|
|
2023
Q1 | $5.1M | Sell |
39,116
-821
| -2% | -$107K | 1.64% | 26 |
|
|
2022
Q4 | $5.36M | Buy |
39,937
+565
| +1% | +$75.8K | 1.74% | 27 |
|
|
2022
Q3 | $4.11M | Buy |
39,372
+1,887
| +5% | +$197K | 1.45% | 40 |
|
|
2022
Q2 | $4.22M | Buy |
37,485
+7,885
| +27% | +$888K | 1.36% | 42 |
|
|
2022
Q1 | $4.03M | Buy |
29,600
+2,197
| +8% | +$299K | 1.09% | 47 |
|
|
2021
Q4 | $4.34M | Sell |
27,403
-271
| -1% | -$42.9K | 1.18% | 43 |
|
|
2021
Q3 | $4.53M | Buy |
27,674
+61
| +0.2% | +$9.99K | 1.27% | 42 |
|
|
2021
Q2 | $4.3M | Sell |
27,613
-5,151
| -16% | -$801K | 1.27% | 42 |
|
|
2021
Q1 | $4.99M | Sell |
32,764
-20,822
| -39% | -$3.17M | 0.94% | 43 |
|
|
2020
Q4 | $38.5K | Sell |
53,586
-176
| -0.3% | -$127 | 0.07% | 107 |
|
|
2020
Q3 | $5.18M | Sell |
53,762
-8,520
| -14% | -$820K | 1.47% | 23 |
|
|
2020
Q2 | $5.86K | Buy |
62,282
+438
| +0.7% | +$41 | 0.85% | 19 |
|
|
2020
Q1 | $5.57K | Sell |
61,844
-45,088
| -42% | -$4.06K | 0.91% | 19 |
|
|
2019
Q4 | $11.9M | Buy |
+106,932
| New | +$11.9M | 1.71% | 6 |
|