TCM
TruNorth Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Sell |
3,095
-564
| -15% | -$164K | 0.2% | 40 |
|
|
2025
Q1 | $898K | Buy |
3,659
+2,847
| +351% | +$698K | 0.22% | 39 |
|
|
2024
Q4 | $195K | Buy |
812
+147
| +22% | +$35.2K | 0.05% | 72 |
|
|
2024
Q3 | $140K | Buy |
665
+63
| +10% | +$13.3K | 0.04% | 80 |
|
|
2024
Q2 | $122K | Buy |
602
+281
| +88% | +$56.8K | 0.04% | 78 |
|
|
2024
Q1 | $64.3K | Buy |
+321
| New | +$64.3K | 0.02% | 93 |
|