TI
Truepoint Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Buy |
3,226
+753
| +30% | +$218K | 0.02% | 73 |
|
|
2025
Q1 | $607K | Buy |
2,473
+64
| +3% | +$15.7K | 0.02% | 90 |
|
|
2024
Q4 | $577K | Buy |
2,409
+95
| +4% | +$22.8K | 0.02% | 87 |
|
|
2024
Q3 | $488K | Buy |
2,314
+1,310
| +130% | +$276K | 0.01% | 92 |
|
|
2024
Q2 | $203K | Sell |
1,004
-288
| -22% | -$58.3K | 0.01% | 117 |
|
|
2024
Q1 | $259K | Sell |
1,292
-3,191
| -71% | -$639K | 0.01% | 115 |
|
|
2023
Q4 | $763K | Sell |
4,483
-10,053
| -69% | -$1.71M | 0.02% | 101 |
|
|
2023
Q3 | $2.11M | Buy |
14,536
+3,228
| +29% | +$468K | 0.07% | 54 |
|
|
2023
Q2 | $1.64M | Buy |
11,308
+208
| +2% | +$30.3K | 0.05% | 55 |
|
|
2023
Q1 | $1.45M | Buy |
11,100
+323
| +3% | +$42.1K | 0.05% | 58 |
|
|
2022
Q4 | $1.45M | Buy |
10,777
+150
| +1% | +$20.1K | 0.05% | 59 |
|
|
2022
Q3 | $1.11M | Buy |
10,627
+71
| +0.7% | +$7.42K | 0.06% | 62 |
|
|
2022
Q2 | $1.19M | Buy |
10,556
+8,164
| +341% | +$920K | 0.06% | 60 |
|
|
2022
Q1 | $326K | Sell |
2,392
-241
| -9% | -$32.8K | 0.02% | 112 |
|
|
2021
Q4 | $417K | Buy |
2,633
+277
| +12% | +$43.9K | 0.02% | 97 |
|
|
2021
Q3 | $386K | Sell |
2,356
-118
| -5% | -$19.3K | 0.02% | 100 |
|
|
2021
Q2 | $385K | Sell |
2,474
-158
| -6% | -$24.6K | 0.02% | 92 |
|
|
2021
Q1 | $401K | Hold |
2,632
| – | – | 0.02% | 81 |
|
|
2020
Q4 | $334K | Buy |
+2,632
| New | +$334K | 0.02% | 89 |
|
|
2020
Q1 | – | Sell |
-3,124
| Closed | -$435K | – | 78 |
|
|
2019
Q4 | $435K | Hold |
3,124
| – | – | 0.03% | 72 |
|
|
2019
Q3 | $368K | Sell |
3,124
-301
| -9% | -$35.5K | 0.03% | 76 |
|
|
2019
Q2 | $383K | Buy |
3,425
+47
| +1% | +$5.26K | 0.03% | 81 |
|
|
2019
Q1 | $342K | Sell |
3,378
-1,363
| -29% | -$138K | 0.03% | 81 |
|
|
2018
Q4 | $463K | Sell |
4,741
-3,126
| -40% | -$305K | 0.04% | 64 |
|
|
2018
Q3 | $888K | Sell |
7,867
-105
| -1% | -$11.9K | 0.08% | 36 |
|
|
2018
Q2 | $831K | Buy |
7,972
+7,579
| +1,928% | +$790K | 0.07% | 37 |
|
|
2018
Q1 | $3.57K | Buy |
+393
| New | +$3.57K | 0.03% | 68 |
|