Truvestments Capital’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 | $1.46M | Sell |
5,039
-302
| -6% | -$87.6K | 0.29% | 88 |
|
|
2025
Q1 | $1.31M | Buy |
5,341
+517
| +11% | +$127K | 0.28% | 77 |
|
|
2024
Q4 | $1.16M | Buy |
4,824
+161
| +3% | +$38.6K | 0.3% | 76 |
|
|
2024
Q3 | $983K | Buy |
4,663
+2,380
| +104% | +$502K | 0.26% | 79 |
|
|
2024
Q2 | $462K | Buy |
2,283
+59
| +3% | +$11.9K | 0.18% | 126 |
|
|
2024
Q1 | $446K | Sell |
2,224
-164
| -7% | -$32.9K | 0.17% | 125 |
|
|
2023
Q4 | $406K | Sell |
2,388
-6
| -0.3% | -$1.02K | 0.18% | 104 |
|
|
2023
Q3 | $347K | Buy |
2,394
+106
| +5% | +$15.4K | 0.18% | 108 |
|
|
2023
Q2 | $333K | Buy |
2,288
+187
| +9% | +$27.2K | 0.17% | 112 |
|
|
2023
Q1 | $274K | Sell |
2,101
-254
| -11% | -$33.1K | 0.15% | 124 |
|
|
2022
Q4 | $316K | Buy |
2,355
+17
| +0.7% | +$2.28K | 0.18% | 107 |
|
|
2022
Q3 | $244K | Sell |
2,338
-85
| -4% | -$8.87K | 0.15% | 128 |
|
|
2022
Q2 | $273K | Buy |
2,423
+49
| +2% | +$5.52K | 0.16% | 126 |
|
|
2022
Q1 | $324K | Buy |
2,374
+11
| +0.5% | +$1.5K | 0.18% | 116 |
|
|
2021
Q4 | $374K | Sell |
2,363
-760
| -24% | -$120K | 0.19% | 113 |
|
|
2021
Q3 | $511K | Buy |
3,123
+9
| +0.3% | +$1.47K | 0.28% | 92 |
|
|
2021
Q2 | $484K | Sell |
3,114
-3,165
| -50% | -$492K | 0.27% | 95 |
|
|
2021
Q1 | $956K | Buy |
6,279
+1,038
| +20% | +$158K | 0.54% | 59 |
|
|
2020
Q4 | $665K | Buy |
5,241
+20
| +0.4% | +$2.54K | 0.46% | 68 |
|
|
2020
Q3 | $502K | Buy |
5,221
+457
| +10% | +$43.9K | 0.45% | 68 |
|
|
2020
Q2 | $447K | Sell |
4,764
-535
| -10% | -$50.2K | 0.46% | 60 |
|
|
2020
Q1 | $477K | Sell |
5,299
-338
| -6% | -$30.4K | 0.61% | 47 |
|
|
2019
Q4 | $786K | Sell |
5,637
-699
| -11% | -$97.5K | 0.54% | 62 |
|
|
2019
Q3 | $746K | Sell |
6,336
-63
| -1% | -$7.42K | 0.49% | 64 |
|
|
2019
Q2 | $715K | Buy |
6,399
+616
| +11% | +$68.8K | 0.48% | 59 |
|
|
2019
Q1 | $586K | Buy |
+5,783
| New | +$586K | 0.45% | 62 |
|
|
2018
Q3 | $1.21M | Buy |
10,694
+965
| +10% | +$109K | 0.58% | 46 |
|
|
2018
Q2 | $1.01M | Buy |
+9,729
| New | +$1.01M | 0.64% | 47 |
|