TIA
Trust Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
9,582
-884
| -8% | -$256K | 1.69% | 9 |
|
|
2025
Q1 | $2.57M | Buy |
10,466
+135
| +1% | +$33.1K | 1.65% | 8 |
|
|
2024
Q4 | $2.48M | Buy |
10,331
+439
| +4% | +$105K | 1.58% | 9 |
|
|
2024
Q3 | $2.09M | Sell |
9,892
-606
| -6% | -$128K | 1.33% | 15 |
|
|
2024
Q2 | $2.12M | Sell |
10,498
-80
| -0.8% | -$16.2K | 1.35% | 15 |
|
|
2024
Q1 | $2.12M | Sell |
10,578
-40
| -0.4% | -$8.01K | 1.53% | 12 |
|
|
2023
Q4 | $1.81M | Buy |
10,618
+22
| +0.2% | +$3.74K | 1.41% | 18 |
|
|
2023
Q3 | $1.54M | Sell |
10,596
-413
| -4% | -$59.9K | 1.32% | 21 |
|
|
2023
Q2 | $1.6M | Buy |
11,009
+201
| +2% | +$29.2K | 1.29% | 21 |
|
|
2023
Q1 | $1.41M | Sell |
10,808
-248
| -2% | -$32.3K | 1.26% | 29 |
|
|
2022
Q4 | $1.48M | Buy |
11,056
+361
| +3% | +$48.4K | 1.4% | 20 |
|
|
2022
Q3 | $1.12M | Buy |
10,695
+373
| +4% | +$39K | 1.17% | 34 |
|
|
2022
Q2 | $1.16M | Buy |
10,322
+149
| +1% | +$16.8K | 1.12% | 36 |
|
|
2022
Q1 | $1.39M | Buy |
10,173
+129
| +1% | +$17.6K | 1.13% | 35 |
|
|
2021
Q4 | $1.59M | Buy |
10,044
+527
| +6% | +$83.4K | 1.25% | 26 |
|
|
2021
Q3 | $1.56M | Sell |
9,517
-58
| -0.6% | -$9.5K | 1.39% | 18 |
|
|
2021
Q2 | $1.49M | Buy |
9,575
+154
| +2% | +$23.9K | 1.32% | 24 |
|
|
2021
Q1 | $1.43M | Sell |
9,421
-190
| -2% | -$28.9K | 1.41% | 21 |
|
|
2020
Q4 | $1.22M | Buy |
9,611
+85
| +0.9% | +$10.8K | 1.24% | 30 |
|
|
2020
Q3 | $917K | Sell |
9,526
-56
| -0.6% | -$5.39K | 1.06% | 36 |
|
|
2020
Q2 | $901K | Buy |
+9,582
| New | +$901K | 1.16% | 30 |
|
|
2015
Q1 | – | Sell |
-5,865
| Closed | -$367K | – | 100 |
|
|
2014
Q4 | $367K | Sell |
5,865
-1,100
| -16% | -$68.8K | 0.37% | 87 |
|
|
2014
Q3 | $420K | Sell |
6,965
-300
| -4% | -$18.1K | 0.4% | 87 |
|
|
2014
Q2 | $419K | Sell |
7,265
-2,350
| -24% | -$136K | 0.4% | 88 |
|
|
2014
Q1 | $584K | Sell |
9,615
-550
| -5% | -$33.4K | 0.59% | 67 |
|
|
2013
Q4 | $594K | Buy |
+10,165
| New | +$594K | 0.61% | 66 |
|