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Trustcore Financial Services, LLC

SEC CIK
0001730322
Latest filing
Feb 13, 2023

JPM holding history

JPMorgan Chase & Co in every 13F filed by Trustcore Financial Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q4 2022 holdings

Shares (Q4 2022)
39,913
Value
$5.35M
% of portfolio
0.5%
Quarters held
8
Since Q1 2021
Holdings of JPM by Trustcore Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202239,913$5.35M0.5%+1,561+4.1%AddedHolders
Q3 202238,352$4.01M0.4%+1,441+3.9%AddedHolders
Q2 202236,911$4.16M0.4%+1,444+4.1%AddedHolders
Q1 202235,467$4.83M0.4%+4,334+13.9%AddedHolders
Q4 202131,133$4.93M0.6%+639+2.1%AddedHolders
Q3 202130,494$4.99M0.5%+1,199+4.1%AddedHolders
Q2 202129,295$4.56M0.5%−295−1.0%ReducedHolders
Q1 202129,590$4.50M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.