Arbor Trust Wealth Advisors’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 | $4.86M | Sell |
16,762
-1,575
| -9% | -$457K | 2.38% | 14 |
|
|
2025
Q1 | $4.5M | Sell |
18,337
-362
| -2% | -$88.8K | 2.11% | 18 |
|
|
2024
Q4 | $4.48M | Sell |
18,699
-138
| -0.7% | -$33.1K | 2.1% | 17 |
|
|
2024
Q3 | $3.81M | Hold |
18,837
| – | – | 2% | 19 |
|
|
2024
Q2 | $3.81M | Buy |
18,837
+8
| +0% | +$1.62K | 2% | 19 |
|
|
2024
Q1 | $3.7M | Buy |
18,829
+220
| +1% | +$43.3K | 2.03% | 18 |
|
|
2023
Q4 | $3.17M | Buy |
18,609
+85
| +0.5% | +$14.5K | 1.88% | 18 |
|
|
2023
Q3 | $2.69M | Buy |
18,524
+61
| +0.3% | +$8.85K | 1.77% | 18 |
|
|
2023
Q2 | $2.69M | Buy |
18,463
+1,360
| +8% | +$198K | 1.71% | 18 |
|
|
2023
Q1 | $2.23M | Hold |
17,103
| – | – | 1.46% | 24 |
|
|
2022
Q4 | $2.29M | Buy |
17,103
+310
| +2% | +$41.6K | 1.58% | 23 |
|
|
2022
Q3 | $1.75M | Sell |
16,793
-732
| -4% | -$76.4K | 1.33% | 25 |
|
|
2022
Q2 | $1.97M | Buy |
17,525
+925
| +6% | +$104K | 1.38% | 27 |
|
|
2022
Q1 | $2.26M | Sell |
16,600
-1,011
| -6% | -$138K | 1.36% | 24 |
|
|
2021
Q4 | $2.79M | Sell |
17,611
-25
| -0.1% | -$3.96K | 1.61% | 23 |
|
|
2021
Q3 | $2.89M | Buy |
17,636
+390
| +2% | +$63.8K | 1.8% | 19 |
|
|
2021
Q2 | $2.68M | Buy |
17,246
+245
| +1% | +$38.1K | 1.68% | 20 |
|
|
2021
Q1 | $2.59M | Buy |
17,001
+130
| +0.8% | +$19.8K | 1.73% | 20 |
|
|
2020
Q4 | $2.14M | Buy |
16,871
+285
| +2% | +$36.2K | 1.56% | 22 |
|
|
2020
Q3 | $1.6M | Buy |
16,586
+355
| +2% | +$34.2K | 1.38% | 25 |
|
|
2020
Q2 | $1.53M | Sell |
16,231
-280
| -2% | -$26.3K | 1.38% | 26 |
|
|
2020
Q1 | $1.49M | Sell |
16,511
-82
| -0.5% | -$7.39K | 1.57% | 22 |
|
|
2019
Q4 | $2.31M | Buy |
+16,593
| New | +$2.31M | 1.98% | 16 |
|