American Trust’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 | $10.8M | Buy |
37,250
+908
| +2% | +$263K | 1.02% | 15 |
|
|
2025
Q1 | $8.91M | Sell |
36,342
-261
| -0.7% | -$64K | 2.2% | 7 |
|
|
2024
Q4 | $8.77M | Sell |
36,603
-25
| -0.1% | -$5.99K | 0.67% | 21 |
|
|
2024
Q3 | $7.72M | Sell |
36,628
-4,919
| -12% | -$1.04M | 0.64% | 22 |
|
|
2024
Q2 | $8.4M | Sell |
41,547
-1,045
| -2% | -$211K | 0.69% | 23 |
|
|
2024
Q1 | $8.53M | Sell |
42,592
-2,565
| -6% | -$514K | 0.71% | 20 |
|
|
2023
Q4 | $7.68M | Buy |
45,157
+284
| +0.6% | +$48.3K | 0.57% | 28 |
|
|
2023
Q3 | $6.51M | Sell |
44,873
-4,216
| -9% | -$611K | 0.5% | 30 |
|
|
2023
Q2 | $7.14M | Sell |
49,089
-543
| -1% | -$79K | 0.5% | 37 |
|
|
2023
Q1 | $6.47M | Sell |
49,632
-1,958
| -4% | -$255K | 0.45% | 39 |
|
|
2022
Q4 | $6.92M | Sell |
51,590
-477
| -0.9% | -$64K | 0.64% | 32 |
|
|
2022
Q3 | $5.44M | Sell |
52,067
-3,082
| -6% | -$322K | 0.46% | 39 |
|
|
2022
Q2 | $6.21M | Buy |
55,149
+74
| +0.1% | +$8.33K | 0.5% | 37 |
|
|
2022
Q1 | $7.51M | Buy |
55,075
+3,301
| +6% | +$450K | 0.5% | 33 |
|
|
2021
Q4 | $8.2M | Buy |
+51,774
| New | +$8.2M | 0.63% | 25 |
|