TS Financial Group (TSFG)’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.17M	Sell	3,969 -104	-3%	-$31.6K	0.18%	73
2025 Q4	$1.31M	Buy	4,073 +3	+0.1%	+$929	0.2%	69
2025 Q3	$1.28M	Buy	4,070 +106	+3%	+$31.5K	0.2%	72
2025 Q2	$1.15M	Buy	3,964 +69	+2%	+$17.6K	0.21%	76
2025 Q1	$956K	Buy	3,895 +259	+7%	+$66K	0.2%	77
2024 Q4	$872K	Sell	3,636 -232	-6%	-$54K	0.18%	77
2024 Q3	$816K	Sell	3,868 -31	-0.8%	-$6.53K	0.18%	73
2024 Q2	$789K	Buy	3,899 +75	+2%	+$14.7K	0.18%	75
2024 Q1	$766K	Buy	3,824 +172	+5%	+$31K	0.19%	76
2023 Q4	$621K	Buy	3,652 +309	+9%	+$46.8K	0.2%	64
2023 Q3	$485K	Buy	3,343 +1,001	+43%	+$150K	0.17%	83
2023 Q2	$341K	Sell	2,342 -207	-8%	-$28.5K	0.13%	99
2023 Q1	$332K	Buy	2,549 +1	+0%	+$137	0.12%	96
2022 Q4	$342K	Buy	2,548 +1	+0%	+$127	0.14%	92
2022 Q3	$266K	Buy	2,547 +2	+0.1%	+$230	0.12%	85
2022 Q2	$287K	Buy	2,545 +1	+0%	+$124	0.12%	85
2022 Q1	$347K	Sell	2,544 -8	-0.3%	-$1.18K	0.13%	80
2021 Q4	$404K	Buy	2,552 +15	+0.6%	+$2.46K	0.14%	76
2021 Q3	$415K	Buy	2,537 +1	+0%	+$157	0.16%	75
2021 Q2	$395K	Buy	2,536 +122	+5%	+$19.2K	0.16%	79
2021 Q1	$368K	Sell	2,414 -131	-5%	-$18.8K	0.19%	63
2020 Q4	$323K	Buy	2,545 +6	+0.2%	+$671	0.17%	71
2020 Q3	$244K	Sell	2,539 -204	-7%	-$20K	0.15%	82
2020 Q2	$258K	Buy	2,743 +242	+10%	+$23K	0.17%	76
2020 Q1	$225K	Sell	2,501 -122	-5%	-$14.8K	0.2%	74
2019 Q4	$366K	Buy	2,623 +100	+4%	+$12.8K	0.27%	55
2019 Q3	$297K	Buy	2,523 +325	+15%	+$36.8K	0.23%	63
2019 Q2	$246K	Buy	2,198 +1	+0%	+$110	0.2%	73
2019 Q1	$222K	Buy	+2,197	New	+$226K	0.19%	75