TC
Trust Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
8,239
-361
| -4% | -$105K | 0.27% | 41 |
|
|
2025
Q1 | $2.11M | Buy |
8,600
+47
| +0.5% | +$11.5K | 0.25% | 44 |
|
|
2024
Q4 | $2.05M | Buy |
8,553
+2,981
| +53% | +$715K | 0.23% | 44 |
|
|
2024
Q3 | $1.17M | Sell |
5,572
-2,322
| -29% | -$490K | 0.14% | 53 |
|
|
2024
Q2 | $1.6M | Buy |
7,894
+1,264
| +19% | +$256K | 0.21% | 45 |
|
|
2024
Q1 | $1.33M | Sell |
6,630
-811
| -11% | -$162K | 0.17% | 49 |
|
|
2023
Q4 | $1.27M | Sell |
7,441
-109
| -1% | -$18.5K | 0.16% | 46 |
|
|
2023
Q3 | $1.09M | Sell |
7,550
-3,185
| -30% | -$462K | 0.18% | 46 |
|
|
2023
Q2 | $1.56M | Sell |
10,735
-5,230
| -33% | -$761K | 0.23% | 40 |
|
|
2023
Q1 | $2.08M | Buy |
15,965
+19
| +0.1% | +$2.48K | 0.32% | 34 |
|
|
2022
Q4 | $2.14M | Sell |
15,946
-266
| -2% | -$35.7K | 0.35% | 34 |
|
|
2022
Q3 | $1.69M | Buy |
16,212
+4,492
| +38% | +$469K | 0.37% | 32 |
|
|
2022
Q2 | $1.32M | Buy |
11,720
+731
| +7% | +$82.3K | 0.28% | 40 |
|
|
2022
Q1 | $1.5M | Sell |
10,989
-547
| -5% | -$74.6K | 0.29% | 38 |
|
|
2021
Q4 | $1.83M | Hold |
11,536
| – | – | 0.43% | 28 |
|
|
2021
Q3 | $1.89M | Hold |
11,536
| – | – | 0.48% | 24 |
|
|
2021
Q2 | $1.79M | Sell |
11,536
-217
| -2% | -$33.7K | 1.26% | 21 |
|
|
2021
Q1 | $1.79M | Sell |
11,753
-1,867
| -14% | -$284K | 1.29% | 18 |
|
|
2020
Q4 | $1.73M | Sell |
13,620
-2,097
| -13% | -$267K | 1.37% | 18 |
|
|
2020
Q3 | $1.51M | Buy |
15,717
+624
| +4% | +$60.1K | 1.27% | 18 |
|
|
2020
Q2 | $1.42M | Sell |
15,093
-2,570
| -15% | -$242K | 1.35% | 18 |
|
|
2020
Q1 | $1.59M | Sell |
17,663
-2,732
| -13% | -$246K | 1.75% | 17 |
|
|
2019
Q4 | $2.84M | Sell |
20,395
-1,468
| -7% | -$205K | 2.5% | 10 |
|
|
2019
Q3 | $2.57M | Sell |
21,863
-143
| -0.6% | -$16.8K | 2.43% | 10 |
|
|
2019
Q2 | $2.46M | Sell |
22,006
-13,812
| -39% | -$1.54M | 2.26% | 12 |
|
|
2019
Q1 | $3.63M | Buy |
35,818
+17
| +0% | +$1.72K | 2.11% | 12 |
|
|
2018
Q4 | $3.5M | Sell |
35,801
-3,476
| -9% | -$339K | 1.94% | 23 |
|
|
2018
Q3 | $4.43M | Sell |
39,277
-3,007
| -7% | -$339K | 2% | 25 |
|
|
2018
Q2 | $4.41M | Sell |
42,284
-1,726
| -4% | -$180K | 2.02% | 24 |
|
|
2018
Q1 | $4.84M | Sell |
44,010
-63,094
| -59% | -$6.94M | 1.79% | 18 |
|
|
2017
Q4 | $11.5M | Sell |
107,104
-9,458
| -8% | -$1.01M | 4.73% | 5 |
|
|
2017
Q3 | $11.1M | Sell |
116,562
-2,979
| -2% | -$285K | 6.13% | 2 |
|
|
2017
Q2 | $10.9M | Buy |
119,541
+11,362
| +11% | +$1.04M | 5.05% | 1 |
|
|
2017
Q1 | $9.5M | Buy |
108,179
+3,941
| +4% | +$346K | 4.32% | 1 |
|
|
2016
Q4 | $9M | Sell |
104,238
-5,691
| -5% | -$491K | 4.57% | 1 |
|
|
2016
Q3 | $7.32M | Buy |
109,929
+16,978
| +18% | +$1.13M | 3.21% | 1 |
|
|
2016
Q2 | $5.78M | Buy |
92,951
+7,520
| +9% | +$467K | 2.21% | 5 |
|
|
2016
Q1 | $5.06M | Buy |
85,431
+5,926
| +7% | +$351K | 2.31% | 3 |
|
|
2015
Q4 | $5.25M | Buy |
79,505
+3,964
| +5% | +$262K | 2.43% | 3 |
|
|
2015
Q3 | $4.61M | Buy |
75,541
+19,048
| +34% | +$1.16M | 2.61% | 4 |
|
|
2015
Q2 | $3.83M | Buy |
56,493
+6,373
| +13% | +$432K | 2.39% | 3 |
|
|
2015
Q1 | $3.04M | Buy |
+50,120
| New | +$3.04M | 1.92% | 6 |
|