TCOT
Trust Company of Toledo’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7M | Sell |
99,002
-2,915
| -3% | -$845K | 3.17% | 3 |
|
|
2025
Q1 | $25M | Buy |
101,917
+20
| +0% | +$4.91K | 3.31% | 3 |
|
|
2024
Q4 | $24.4M | Buy |
101,897
+64
| +0.1% | +$15.3K | 3.2% | 3 |
|
|
2024
Q3 | $21.5M | Buy |
101,833
+280
| +0.3% | +$59K | 2.91% | 4 |
|
|
2024
Q2 | $20.5M | Buy |
101,553
+6,312
| +7% | +$1.28M | 2.97% | 4 |
|
|
2024
Q1 | $19.1M | Buy |
95,241
+2,075
| +2% | +$416K | 2.98% | 4 |
|
|
2023
Q4 | $15.8M | Buy |
93,166
+5,734
| +7% | +$975K | 2.73% | 4 |
|
|
2023
Q3 | $12.7M | Buy |
87,432
+4,208
| +5% | +$610K | 2.49% | 4 |
|
|
2023
Q2 | $12.1M | Buy |
83,224
+10,611
| +15% | +$1.54M | 2.04% | 7 |
|
|
2023
Q1 | $9.46M | Buy |
72,613
+442
| +0.6% | +$57.6K | 1.69% | 7 |
|
|
2022
Q4 | $9.68K | Buy |
72,171
+629
| +0.9% | +$84 | 1.83% | 8 |
|
|
2022
Q3 | $7.48M | Sell |
71,542
-1,116
| -2% | -$117K | 1.45% | 11 |
|
|
2022
Q2 | $8.18M | Buy |
72,658
+4
| +0% | +$450 | 1.44% | 10 |
|
|
2022
Q1 | $9.9M | Sell |
72,654
-121
| -0.2% | -$16.5K | 1.52% | 9 |
|
|
2021
Q4 | $11.5M | Buy |
72,775
+270
| +0.4% | +$42.8K | 1.72% | 8 |
|
|
2021
Q3 | $11.9M | Sell |
72,505
-757
| -1% | -$124K | 1.94% | 5 |
|
|
2021
Q2 | $11.4M | Sell |
73,262
-883
| -1% | -$137K | 1.92% | 5 |
|
|
2021
Q1 | $11.3M | Buy |
74,145
+1,752
| +2% | +$267K | 2.04% | 5 |
|
|
2020
Q4 | $9.2M | Buy |
72,393
+2,921
| +4% | +$371K | 1.79% | 9 |
|
|
2020
Q3 | $6.69M | Buy |
69,472
+687
| +1% | +$66.1K | 1.5% | 15 |
|
|
2020
Q2 | $6.47M | Buy |
68,785
+1,843
| +3% | +$173K | 1.54% | 12 |
|
|
2020
Q1 | $6.03M | Buy |
66,942
+2,006
| +3% | +$181K | 1.66% | 10 |
|
|
2019
Q4 | $9.05M | Buy |
64,936
+1,538
| +2% | +$214K | 2.11% | 6 |
|
|
2019
Q3 | $7.46M | Sell |
63,398
-389
| -0.6% | -$45.8K | 1.82% | 9 |
|
|
2019
Q2 | $7.13M | Buy |
63,787
+947
| +2% | +$106K | 1.78% | 9 |
|
|
2019
Q1 | $6.36M | Buy |
62,840
+411
| +0.7% | +$41.6K | 1.63% | 11 |
|
|
2018
Q4 | $6.1M | Buy |
62,429
+257
| +0.4% | +$25.1K | 1.71% | 9 |
|
|
2018
Q3 | $7.02M | Buy |
62,172
+64
| +0.1% | +$7.22K | 1.79% | 8 |
|
|
2018
Q2 | $6.47M | Buy |
62,108
+199
| +0.3% | +$20.7K | 1.73% | 9 |
|
|
2018
Q1 | $6.81M | Sell |
61,909
-498
| -0.8% | -$54.8K | 1.8% | 8 |
|
|
2017
Q4 | $6.67M | Sell |
62,407
-655
| -1% | -$70K | 1.66% | 9 |
|
|
2017
Q3 | $6.02M | Sell |
63,062
-790
| -1% | -$75.5K | 1.53% | 11 |
|
|
2017
Q2 | $5.84M | Buy |
63,852
+345
| +0.5% | +$31.5K | 1.51% | 11 |
|
|
2017
Q1 | $5.58M | Buy |
63,507
+2,517
| +4% | +$221K | 1.52% | 12 |
|
|
2016
Q4 | $5.26M | Buy |
60,990
+2,215
| +4% | +$191K | 1.47% | 13 |
|
|
2016
Q3 | $3.91M | Buy |
58,775
+154
| +0.3% | +$10.3K | 1.12% | 16 |
|
|
2016
Q2 | $3.64M | Buy |
58,621
+2,047
| +4% | +$127K | 1.05% | 20 |
|
|
2016
Q1 | $3.35M | Buy |
56,574
+3,355
| +6% | +$199K | 1.01% | 23 |
|
|
2015
Q4 | $3.51M | Sell |
53,219
-582
| -1% | -$38.4K | 1.08% | 19 |
|
|
2015
Q3 | $3.28M | Sell |
53,801
-316
| -0.6% | -$19.3K | 1.04% | 17 |
|
|
2015
Q2 | $3.67M | Buy |
54,117
+6,245
| +13% | +$423K | 1.07% | 18 |
|
|
2015
Q1 | $2.9M | Buy |
47,872
+602
| +1% | +$36.5K | 0.87% | 26 |
|
|
2014
Q4 | $2.96M | Buy |
47,270
+19,239
| +69% | +$1.2M | 0.9% | 27 |
|
|
2014
Q3 | $1.69M | Buy |
28,031
+1,591
| +6% | +$95.8K | 0.56% | 50 |
|
|
2014
Q2 | $1.52M | Sell |
26,440
-225
| -0.8% | -$13K | 0.45% | 62 |
|
|
2014
Q1 | $1.62M | Buy |
26,665
+4,274
| +19% | +$260K | 0.49% | 55 |
|
|
2013
Q4 | $1.31M | Buy |
22,391
+1,775
| +9% | +$104K | 0.42% | 60 |
|
|
2013
Q3 | $1.07M | Buy |
20,616
+1,830
| +10% | +$94.5K | 0.38% | 65 |
|
|
2013
Q2 | $992K | Buy |
+18,786
| New | +$992K | 0.37% | 73 |
|