Arlington 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 | $3.86M | Buy |
13,300
+81
| +0.6% | +$23.5K | 0.75% | 21 |
|
|
2025
Q1 | $3.24M | Sell |
13,219
-671
| -5% | -$165K | 0.69% | 21 |
|
|
2024
Q4 | $3.33M | Buy |
13,890
+368
| +3% | +$88.2K | 0.7% | 19 |
|
|
2024
Q3 | $2.85M | Buy |
13,522
+80
| +0.6% | +$16.9K | 0.62% | 20 |
|
|
2024
Q2 | $2.72M | Sell |
13,442
-238
| -2% | -$48.1K | 0.64% | 19 |
|
|
2024
Q1 | $2.74M | Sell |
13,680
-196
| -1% | -$39.3K | 0.7% | 19 |
|
|
2023
Q4 | $2.36M | Buy |
13,876
+11,048
| +391% | +$1.88M | 0.66% | 20 |
|
|
2023
Q3 | $410K | Buy |
+2,828
| New | +$410K | 0.17% | 66 |
|