TFS
TrustCore Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.35M | Buy |
39,913
+1,561
| +4% | +$209K | 0.47% | 29 |
|
|
2022
Q3 | $4.01M | Buy |
38,352
+1,441
| +4% | +$151K | 0.38% | 33 |
|
|
2022
Q2 | $4.16M | Buy |
36,911
+1,444
| +4% | +$163K | 0.39% | 31 |
|
|
2022
Q1 | $4.84M | Buy |
35,467
+4,334
| +14% | +$591K | 0.42% | 31 |
|
|
2021
Q4 | $4.93M | Buy |
31,133
+639
| +2% | +$101K | 0.56% | 25 |
|
|
2021
Q3 | $4.99M | Buy |
30,494
+1,199
| +4% | +$196K | 0.49% | 27 |
|
|
2021
Q2 | $4.56M | Sell |
29,295
-295
| -1% | -$45.9K | 0.48% | 30 |
|
|
2021
Q1 | $4.51M | Sell |
29,590
-2,462
| -8% | -$375K | 0.52% | 28 |
|
|
2020
Q4 | $4.07M | Buy |
32,052
+3,168
| +11% | +$403K | 0.52% | 32 |
|
|
2020
Q3 | $2.78M | Buy |
28,884
+2,996
| +12% | +$288K | 0.42% | 36 |
|
|
2020
Q2 | $2.44M | Buy |
25,888
+1,063
| +4% | +$100K | 0.42% | 40 |
|
|
2020
Q1 | $2.24M | Buy |
24,825
+3,124
| +14% | +$281K | 0.5% | 35 |
|
|
2019
Q4 | $3.03M | Buy |
21,701
+945
| +5% | +$132K | 0.57% | 33 |
|
|
2019
Q3 | $2.44M | Buy |
20,756
+596
| +3% | +$70.2K | 0.52% | 33 |
|
|
2019
Q2 | $2.25M | Buy |
20,160
+3,840
| +24% | +$429K | 0.5% | 34 |
|
|
2019
Q1 | $1.65M | Buy |
16,320
+1,219
| +8% | +$123K | 0.46% | 34 |
|
|
2018
Q4 | $1.47M | Buy |
15,101
+113
| +0.8% | +$11K | 0.82% | 15 |
|
|
2018
Q3 | $1.69M | Buy |
14,988
+298
| +2% | +$33.6K | 0.53% | 33 |
|
|
2018
Q2 | $1.53M | Buy |
14,690
+1,840
| +14% | +$192K | 0.54% | 34 |
|
|
2018
Q1 | $1.41M | Buy |
12,850
+701
| +6% | +$77.1K | 0.54% | 31 |
|
|
2017
Q4 | $1.3M | Buy |
+12,149
| New | +$1.3M | 0.51% | 34 |
|