AMG National Trust Bank’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 | $19.3M | Sell |
66,477
-326
| -0.5% | -$94.5K | 0.5% | 39 |
|
|
2025
Q1 | $16.4M | Buy |
66,803
+13,911
| +26% | +$3.41M | 0.46% | 43 |
|
|
2024
Q4 | $12.7M | Sell |
52,892
-1,091
| -2% | -$261K | 0.35% | 50 |
|
|
2024
Q3 | $11.4M | Sell |
53,983
-14,874
| -22% | -$3.14M | 0.31% | 52 |
|
|
2024
Q2 | $13.9M | Buy |
68,857
+15,103
| +28% | +$3.05M | 0.38% | 46 |
|
|
2024
Q1 | $10.8M | Buy |
53,754
+1,302
| +2% | +$261K | 0.31% | 48 |
|
|
2023
Q4 | $8.92M | Sell |
52,452
-190
| -0.4% | -$32.3K | 0.28% | 52 |
|
|
2023
Q3 | $7.63M | Sell |
52,642
-358
| -0.7% | -$51.9K | 0.27% | 60 |
|
|
2023
Q2 | $7.71M | Sell |
53,000
-984
| -2% | -$143K | 0.26% | 57 |
|
|
2023
Q1 | $7.03M | Sell |
53,984
-1,254
| -2% | -$163K | 0.24% | 59 |
|
|
2022
Q4 | $7.41M | Sell |
55,238
-13,715
| -20% | -$1.84M | 0.27% | 58 |
|
|
2022
Q3 | $7.21M | Buy |
68,953
+13,110
| +23% | +$1.37M | 0.27% | 64 |
|
|
2022
Q2 | $6.39M | Sell |
55,843
-1,772
| -3% | -$203K | 0.24% | 66 |
|
|
2022
Q1 | $7.85M | Sell |
57,615
-31
| -0.1% | -$4.23K | 0.25% | 55 |
|
|
2021
Q4 | $9.13M | Sell |
57,646
-2,844
| -5% | -$450K | 0.27% | 53 |
|
|
2021
Q3 | $9.9M | Sell |
60,490
-620
| -1% | -$101K | 0.32% | 47 |
|
|
2021
Q2 | $9.51M | Sell |
61,110
-1,130
| -2% | -$176K | 0.3% | 49 |
|
|
2021
Q1 | $9.48M | Sell |
62,240
-13,218
| -18% | -$2.01M | 0.32% | 46 |
|
|
2020
Q4 | $9.59M | Buy |
75,458
+1,066
| +1% | +$135K | 0.34% | 45 |
|
|
2020
Q3 | $7.16M | Sell |
74,392
-945
| -1% | -$91K | 0.3% | 49 |
|
|
2020
Q2 | $7.09M | Buy |
75,337
+69,606
| +1,215% | +$6.55M | 0.31% | 49 |
|
|
2020
Q1 | $516K | Buy |
5,731
+859
| +18% | +$77.3K | 0.04% | 171 |
|
|
2019
Q4 | $679K | Sell |
4,872
-4,457
| -48% | -$621K | 0.04% | 184 |
|
|
2019
Q3 | $1.1M | Sell |
9,329
-46,821
| -83% | -$5.51M | 0.06% | 133 |
|
|
2019
Q2 | $6.28M | Buy |
56,150
+20
| +0% | +$2.24K | 0.37% | 33 |
|
|
2019
Q1 | $5.68M | Sell |
56,130
-2,098
| -4% | -$212K | 0.35% | 36 |
|
|
2018
Q4 | $5.68M | Sell |
58,228
-3,528
| -6% | -$344K | 0.39% | 33 |
|
|
2018
Q3 | $6.97M | Buy |
61,756
+266
| +0.4% | +$30K | 0.41% | 34 |
|
|
2018
Q2 | $6.41M | Buy |
61,490
+851
| +1% | +$88.7K | 0.4% | 37 |
|
|
2018
Q1 | $6.67M | Sell |
60,639
-7,272
| -11% | -$800K | 0.43% | 35 |
|
|
2017
Q4 | $7.26M | Buy |
67,911
+1,495
| +2% | +$160K | 0.47% | 34 |
|
|
2017
Q3 | $6.34M | Buy |
66,416
+2,005
| +3% | +$191K | 0.44% | 35 |
|
|
2017
Q2 | $5.89M | Buy |
64,411
+1,731
| +3% | +$158K | 0.43% | 36 |
|
|
2017
Q1 | $5.51M | Sell |
62,680
-7,994
| -11% | -$702K | 0.42% | 35 |
|
|
2016
Q4 | $6.1M | Buy |
70,674
+2,963
| +4% | +$256K | 0.5% | 35 |
|
|
2016
Q3 | $4.51M | Buy |
67,711
+5,484
| +9% | +$365K | 0.38% | 39 |
|
|
2016
Q2 | $3.87M | Buy |
62,227
+145
| +0.2% | +$9.01K | 0.35% | 46 |
|
|
2016
Q1 | $3.68M | Sell |
62,082
-1,630
| -3% | -$96.5K | 0.34% | 44 |
|
|
2015
Q4 | $4.21M | Sell |
63,712
-24
| -0% | -$1.59K | 0.38% | 36 |
|
|
2015
Q3 | $3.89M | Sell |
63,736
-488
| -0.8% | -$29.8K | 0.37% | 40 |
|
|
2015
Q2 | $4.35M | Sell |
64,224
-3,486
| -5% | -$236K | 0.4% | 34 |
|
|
2015
Q1 | $4.1M | Sell |
67,710
-1,354
| -2% | -$82K | 0.39% | 37 |
|
|
2014
Q4 | $4.32M | Sell |
69,064
-7,204
| -9% | -$451K | 0.44% | 37 |
|
|
2014
Q3 | $4.59M | Sell |
76,268
-5,476
| -7% | -$330K | 0.48% | 32 |
|
|
2014
Q2 | $4.71M | Buy |
81,744
+574
| +0.7% | +$33.1K | 0.48% | 31 |
|
|
2014
Q1 | $4.93M | Sell |
81,170
-643
| -0.8% | -$39K | 0.53% | 31 |
|
|
2013
Q4 | $4.79M | Sell |
81,813
-200
| -0.2% | -$11.7K | 0.53% | 31 |
|
|
2013
Q3 | $4.24M | Sell |
82,013
-779
| -0.9% | -$40.3K | 0.53% | 33 |
|
|
2013
Q2 | $4.37M | Buy |
+82,792
| New | +$4.37M | 0.59% | 31 |
|