Arvest Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $27.5M | Sell |
136,205
-6,390
| -4% | -$1.29M | 1.64% | 17 |
|
|
2024
Q1 | $28.6M | Sell |
142,595
-8,963
| -6% | -$1.8M | 1.62% | 13 |
|
|
2023
Q4 | $25.8M | Sell |
151,558
-3,711
| -2% | -$631K | 1.55% | 14 |
|
|
2023
Q3 | $22.5M | Sell |
155,269
-811
| -0.5% | -$118K | 1.47% | 16 |
|
|
2023
Q2 | $24.7M | Sell |
156,080
-4,599
| -3% | -$726K | 1.47% | 16 |
|
|
2023
Q1 | $20.9M | Sell |
160,679
-4,995
| -3% | -$651K | 1.31% | 21 |
|
|
2022
Q4 | $22.2M | Sell |
165,674
-1,918
| -1% | -$257K | 1.4% | 18 |
|
|
2022
Q3 | $17.5M | Buy |
167,592
+4,789
| +3% | +$500K | 1.21% | 25 |
|
|
2022
Q2 | $18.3M | Buy |
162,803
+328
| +0.2% | +$36.9K | 1.2% | 27 |
|
|
2022
Q1 | $22.1M | Sell |
162,475
-2,543
| -2% | -$347K | 1.23% | 26 |
|
|
2021
Q4 | $26.1M | Buy |
+165,018
| New | +$26.1M | 1.38% | 24 |
|
|
2014
Q2 | $9.95M | Sell |
172,749
-183
| -0.1% | -$10.5K | 0.92% | 48 |
|
|
2014
Q1 | $9.68M | Sell |
172,932
-2,432
| -1% | -$136K | 0.93% | 47 |
|
|
2013
Q4 | $10.3M | Sell |
175,364
-3,522
| -2% | -$206K | 1.02% | 45 |
|
|
2013
Q3 | $9.25M | Sell |
178,886
-1,603
| -0.9% | -$82.9K | 1.01% | 45 |
|
|
2013
Q2 | $9.53M | Buy |
+180,489
| New | +$9.53M | 1.09% | 41 |
|