Twin Capital Management’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 | $17.4M | Buy |
59,895
+472
| +0.8% | +$137K | 1.85% | 8 |
|
|
2025
Q1 | $14.6M | Sell |
59,423
-101
| -0.2% | -$24.8K | 1.7% | 9 |
|
|
2024
Q4 | $14.3M | Sell |
59,524
-6,032
| -9% | -$1.45M | 1.56% | 9 |
|
|
2024
Q3 | $13.8M | Sell |
65,556
-3,211
| -5% | -$677K | 1.56% | 9 |
|
|
2024
Q2 | $13.9M | Sell |
68,767
-5,966
| -8% | -$1.21M | 1.64% | 9 |
|
|
2024
Q1 | $15M | Sell |
74,733
-2,632
| -3% | -$527K | 1.86% | 7 |
|
|
2023
Q4 | $13.2M | Buy |
77,365
+3,160
| +4% | +$538K | 1.72% | 6 |
|
|
2023
Q3 | $10.8M | Sell |
74,205
-164
| -0.2% | -$23.8K | 1.55% | 10 |
|
|
2023
Q2 | $10.8M | Buy |
74,369
+2,541
| +4% | +$370K | 1.41% | 10 |
|
|
2023
Q1 | $9.36M | Sell |
71,828
-8,424
| -10% | -$1.1M | 1.28% | 12 |
|
|
2022
Q4 | $10.8M | Sell |
80,252
-322
| -0.4% | -$43.2K | 1.39% | 10 |
|
|
2022
Q3 | $8.42M | Buy |
80,574
+1,225
| +2% | +$128K | 1.14% | 13 |
|
|
2022
Q2 | $8.94M | Sell |
79,349
-2,341
| -3% | -$264K | 1.14% | 12 |
|
|
2022
Q1 | $11.1M | Sell |
81,690
-13,415
| -14% | -$1.83M | 1.2% | 12 |
|
|
2021
Q4 | $15.1M | Sell |
95,105
-6,546
| -6% | -$1.04M | 1.51% | 9 |
|
|
2021
Q3 | $16.6M | Sell |
101,651
-10,934
| -10% | -$1.79M | 1.7% | 6 |
|
|
2021
Q2 | $17.5M | Sell |
112,585
-1,270
| -1% | -$198K | 1.61% | 7 |
|
|
2021
Q1 | $17.3M | Sell |
113,855
-19,430
| -15% | -$2.96M | 1.73% | 5 |
|
|
2020
Q4 | $16.9M | Sell |
133,285
-5,583
| -4% | -$709K | 1.54% | 8 |
|
|
2020
Q3 | $13.4M | Sell |
138,868
-2,844
| -2% | -$274K | 1.21% | 13 |
|
|
2020
Q2 | $13.3M | Sell |
141,712
-7,816
| -5% | -$735K | 1.28% | 11 |
|
|
2020
Q1 | $13.5M | Sell |
149,528
-910
| -0.6% | -$81.9K | 1.46% | 9 |
|
|
2019
Q4 | $21M | Sell |
150,438
-55,175
| -27% | -$7.69M | 1.77% | 6 |
|
|
2019
Q3 | $24.2M | Buy |
205,613
+9,502
| +5% | +$1.12M | 1.75% | 6 |
|
|
2019
Q2 | $21.9M | Sell |
196,111
-56,168
| -22% | -$6.28M | 1.53% | 7 |
|
|
2019
Q1 | $25.5M | Sell |
252,279
-52,700
| -17% | -$5.33M | 1.26% | 14 |
|
|
2018
Q4 | $29.8M | Sell |
304,979
-3,210
| -1% | -$313K | 1.68% | 5 |
|
|
2018
Q3 | $34.8M | Buy |
308,189
+9,919
| +3% | +$1.12M | 1.6% | 5 |
|
|
2018
Q2 | $31.1M | Sell |
298,270
-8,643
| -3% | -$901K | 1.56% | 6 |
|
|
2018
Q1 | $33.8M | Sell |
306,913
-1,687
| -0.5% | -$186K | 1.74% | 5 |
|
|
2017
Q4 | $33M | Buy |
308,600
+5,390
| +2% | +$576K | 1.62% | 7 |
|
|
2017
Q3 | $29M | Buy |
303,210
+17,418
| +6% | +$1.66M | 1.52% | 7 |
|
|
2017
Q2 | $26.1M | Buy |
285,792
+23,322
| +9% | +$2.13M | 1.54% | 5 |
|
|
2017
Q1 | $23.1M | Sell |
262,470
-5,870
| -2% | -$516K | 1.43% | 5 |
|
|
2016
Q4 | $23.2M | Sell |
268,340
-2,850
| -1% | -$246K | 1.49% | 6 |
|
|
2016
Q3 | $18.1M | Buy |
271,190
+28,490
| +12% | +$1.9M | 1.21% | 11 |
|
|
2016
Q2 | $15.1M | Buy |
242,700
+27,600
| +13% | +$1.72M | 1.13% | 11 |
|
|
2016
Q1 | $12.7M | Buy |
215,100
+8,320
| +4% | +$493K | 0.99% | 20 |
|
|
2015
Q4 | $13.7M | Buy |
206,780
+23,520
| +13% | +$1.55M | 1.12% | 16 |
|
|
2015
Q3 | $11.2M | Buy |
183,260
+2,370
| +1% | +$144K | 1.06% | 19 |
|
|
2015
Q2 | $12.3M | Sell |
180,890
-3,230
| -2% | -$219K | 1.1% | 16 |
|
|
2015
Q1 | $11.2M | Buy |
184,120
+31,220
| +20% | +$1.89M | 0.98% | 19 |
|
|
2014
Q4 | $9.57M | Buy |
152,900
+8,690
| +6% | +$544K | 0.91% | 20 |
|
|
2014
Q3 | $8.69M | Sell |
144,210
-660
| -0.5% | -$39.8K | 0.88% | 21 |
|
|
2014
Q2 | $8.35M | Sell |
144,870
-5,020
| -3% | -$289K | 0.84% | 24 |
|
|
2014
Q1 | $9.1M | Buy |
149,890
+9,970
| +7% | +$605K | 0.96% | 20 |
|
|
2013
Q4 | $8.18M | Sell |
139,920
-55,270
| -28% | -$3.23M | 0.88% | 19 |
|
|
2013
Q3 | $10.1M | Sell |
195,190
-3,250
| -2% | -$168K | 1.08% | 16 |
|
|
2013
Q2 | $10.5M | Buy |
+198,440
| New | +$10.5M | 1.11% | 16 |
|