Trust Company of the South’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
6,232
-61
| -1% | -$17.7K | 0.32% | 32 |
|
|
2025
Q1 | $1.54M | Buy |
6,293
+582
| +10% | +$143K | 0.32% | 34 |
|
|
2024
Q4 | $1.37M | Sell |
5,711
-775
| -12% | -$186K | 0.28% | 39 |
|
|
2024
Q3 | $1.37M | Buy |
6,486
+1,534
| +31% | +$323K | 0.29% | 37 |
|
|
2024
Q2 | $1M | Buy |
4,952
+6
| +0.1% | +$1.21K | 0.24% | 43 |
|
|
2024
Q1 | $991K | Buy |
4,946
+53
| +1% | +$10.6K | 0.23% | 45 |
|
|
2023
Q4 | $832K | Buy |
+4,893
| New | +$832K | 0.22% | 45 |
|