TAM
Trust Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.4M | Hold |
32,424
| – | – | 0.7% | 17 |
|
|
2025
Q1 | $7.95M | Sell |
32,424
-906
| -3% | -$222K | 0.65% | 17 |
|
|
2024
Q4 | $7.99M | Hold |
33,330
| – | – | 0.62% | 17 |
|
|
2024
Q3 | $7.03M | Sell |
33,330
-771
| -2% | -$163K | 0.56% | 18 |
|
|
2024
Q2 | $6.9M | Hold |
34,101
| – | – | 0.58% | 17 |
|
|
2024
Q1 | $6.83M | Sell |
34,101
-90
| -0.3% | -$18K | 0.6% | 16 |
|
|
2023
Q4 | $5.82M | Hold |
34,191
| – | – | 0.56% | 16 |
|
|
2023
Q3 | $4.96M | Hold |
34,191
| – | – | 0.53% | 17 |
|
|
2023
Q2 | $4.97M | Hold |
34,191
| – | – | 0.52% | 17 |
|
|
2023
Q1 | $4.46M | Buy |
34,191
+933
| +3% | +$122K | 0.5% | 18 |
|
|
2022
Q4 | $4.46M | Hold |
33,258
| – | – | 0.56% | 15 |
|
|
2022
Q3 | $3.48M | Buy |
33,258
+2,198
| +7% | +$230K | 0.47% | 17 |
|
|
2022
Q2 | $3.5M | Buy |
31,060
+1,195
| +4% | +$135K | 0.49% | 18 |
|
|
2022
Q1 | $4.07M | Buy |
29,865
+923
| +3% | +$126K | 0.5% | 18 |
|
|
2021
Q4 | $4.58M | Hold |
28,942
| – | – | 0.57% | 17 |
|
|
2021
Q3 | $4.74M | Buy |
28,942
+1,199
| +4% | +$196K | 0.65% | 17 |
|
|
2021
Q2 | $4.32M | Buy |
27,743
+3,200
| +13% | +$498K | 0.59% | 17 |
|
|
2021
Q1 | $3.74M | Buy |
24,543
+4,363
| +22% | +$664K | 0.5% | 19 |
|
|
2020
Q4 | $2.56M | Buy |
20,180
+4,506
| +29% | +$573K | 0.39% | 18 |
|
|
2020
Q3 | $1.51M | Buy |
15,674
+6,873
| +78% | +$662K | 0.27% | 22 |
|
|
2020
Q2 | $828K | Buy |
+8,801
| New | +$828K | 0.16% | 20 |
|
|
2020
Q1 | – | Sell |
-1,457
| Closed | -$203K | – | 27 |
|
|
2019
Q4 | $203K | Buy |
+1,457
| New | +$203K | 0.05% | 29 |
|