TNA
True North Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
17,904
-2,755
| -13% | -$799K | 0.99% | 19 |
|
|
2025
Q1 | $5.07M | Sell |
20,659
-2,344
| -10% | -$575K | 0.9% | 19 |
|
|
2024
Q4 | $5.51M | Buy |
23,003
+16,234
| +240% | +$3.89M | 1.3% | 9 |
|
|
2024
Q3 | $1.43M | Buy |
6,769
+405
| +6% | +$85.4K | 0.37% | 44 |
|
|
2024
Q2 | $1.29M | Buy |
6,364
+32
| +0.5% | +$6.47K | 0.34% | 46 |
|
|
2024
Q1 | $1.27M | Buy |
6,332
+191
| +3% | +$38.3K | 0.35% | 48 |
|
|
2023
Q4 | $1.04M | Sell |
6,141
-7,508
| -55% | -$1.28M | 0.27% | 54 |
|
|
2023
Q3 | $1.98M | Sell |
13,649
-4,378
| -24% | -$635K | 0.61% | 32 |
|
|
2023
Q2 | $2.62M | Buy |
18,027
+3,187
| +21% | +$464K | 0.74% | 25 |
|
|
2023
Q1 | $1.93M | Sell |
14,840
-133
| -0.9% | -$17.3K | 0.57% | 40 |
|
|
2022
Q4 | $2.01M | Buy |
14,973
+699
| +5% | +$93.7K | 0.68% | 38 |
|
|
2022
Q3 | $1.49M | Sell |
14,274
-3,611
| -20% | -$377K | 0.49% | 49 |
|
|
2022
Q2 | $2.01M | Buy |
17,885
+3,331
| +23% | +$375K | 0.63% | 39 |
|
|
2022
Q1 | $1.98M | Sell |
14,554
-3,149
| -18% | -$429K | 0.53% | 45 |
|
|
2021
Q4 | $2.8M | Buy |
17,703
+2,455
| +16% | +$389K | 0.47% | 50 |
|
|
2021
Q3 | $2.5M | Buy |
15,248
+1,539
| +11% | +$252K | 0.49% | 50 |
|
|
2021
Q2 | $2.13M | Buy |
13,709
+102
| +0.7% | +$15.9K | 0.44% | 51 |
|
|
2021
Q1 | $2.07M | Hold |
13,607
| – | – | 0.49% | 44 |
|
|
2020
Q4 | $1.73M | Buy |
13,607
+2,073
| +18% | +$263K | 0.44% | 52 |
|
|
2020
Q3 | $1.11M | Sell |
11,534
-25,825
| -69% | -$2.49M | 0.32% | 68 |
|
|
2020
Q2 | $3.51M | Buy |
37,359
+8,720
| +30% | +$820K | 0.85% | 28 |
|
|
2020
Q1 | $2.58M | Buy |
28,639
+4,774
| +20% | +$430K | 0.88% | 29 |
|
|
2019
Q4 | $3.33M | Buy |
+23,865
| New | +$3.33M | 0.94% | 33 |
|