TFGT
TS Financial Group (TSFG)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
3,964
+69
| +2% | +$20K | 0.21% | 76 |
|
|
2025
Q1 | $956K | Buy |
3,895
+259
| +7% | +$63.6K | 0.2% | 77 |
|
|
2024
Q4 | $872K | Sell |
3,636
-232
| -6% | -$55.6K | 0.18% | 77 |
|
|
2024
Q3 | $816K | Sell |
3,868
-31
| -0.8% | -$6.54K | 0.18% | 73 |
|
|
2024
Q2 | $789K | Buy |
3,899
+75
| +2% | +$15.2K | 0.18% | 75 |
|
|
2024
Q1 | $766K | Buy |
3,824
+172
| +5% | +$34.5K | 0.19% | 76 |
|
|
2023
Q4 | $621K | Buy |
3,652
+309
| +9% | +$52.5K | 0.2% | 64 |
|
|
2023
Q3 | $485K | Buy |
3,343
+1,001
| +43% | +$145K | 0.17% | 83 |
|
|
2023
Q2 | $341K | Sell |
2,342
-207
| -8% | -$30.1K | 0.13% | 99 |
|
|
2023
Q1 | $332K | Buy |
2,549
+1
| +0% | +$130 | 0.12% | 96 |
|
|
2022
Q4 | $342K | Buy |
2,548
+1
| +0% | +$134 | 0.14% | 92 |
|
|
2022
Q3 | $266K | Buy |
2,547
+2
| +0.1% | +$209 | 0.12% | 85 |
|
|
2022
Q2 | $287K | Buy |
2,545
+1
| +0% | +$113 | 0.12% | 85 |
|
|
2022
Q1 | $347K | Sell |
2,544
-8
| -0.3% | -$1.09K | 0.13% | 80 |
|
|
2021
Q4 | $404K | Buy |
2,552
+15
| +0.6% | +$2.38K | 0.14% | 76 |
|
|
2021
Q3 | $415K | Buy |
2,537
+1
| +0% | +$164 | 0.16% | 75 |
|
|
2021
Q2 | $395K | Buy |
2,536
+122
| +5% | +$19K | 0.16% | 79 |
|
|
2021
Q1 | $368K | Sell |
2,414
-131
| -5% | -$20K | 0.19% | 63 |
|
|
2020
Q4 | $323K | Buy |
2,545
+6
| +0.2% | +$761 | 0.17% | 71 |
|
|
2020
Q3 | $244K | Sell |
2,539
-204
| -7% | -$19.6K | 0.15% | 82 |
|
|
2020
Q2 | $258K | Buy |
2,743
+242
| +10% | +$22.8K | 0.17% | 76 |
|
|
2020
Q1 | $225K | Sell |
2,501
-122
| -5% | -$11K | 0.2% | 74 |
|
|
2019
Q4 | $366K | Buy |
2,623
+100
| +4% | +$14K | 0.27% | 55 |
|
|
2019
Q3 | $297K | Buy |
2,523
+325
| +15% | +$38.3K | 0.23% | 63 |
|
|
2019
Q2 | $246K | Buy |
2,198
+1
| +0% | +$112 | 0.2% | 73 |
|
|
2019
Q1 | $222K | Buy |
+2,197
| New | +$222K | 0.19% | 75 |
|