Baker Boyer National 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 | $309K | Hold |
1,065
| – | – | 0.11% | 64 |
|
|
2025
Q1 | $261K | Sell |
1,065
-13
| -1% | -$3.19K | 0.1% | 64 |
|
|
2024
Q4 | $258K | Sell |
1,078
-170
| -14% | -$40.8K | 0.09% | 71 |
|
|
2024
Q3 | $263K | Sell |
1,248
-18
| -1% | -$3.8K | 0.09% | 70 |
|
|
2024
Q2 | $256K | Sell |
1,266
-94
| -7% | -$19K | 0.09% | 71 |
|
|
2024
Q1 | $272K | Buy |
1,360
+150
| +12% | +$30K | 0.09% | 74 |
|
|
2023
Q4 | $206K | Buy |
+1,210
| New | +$206K | 0.08% | 78 |
|
|
2016
Q4 | – | Sell |
-3,241
| Closed | -$216K | – | 42 |
|
|
2016
Q3 | $216K | Hold |
3,241
| – | – | 0.89% | 38 |
|
|
2016
Q2 | $201K | Buy |
+3,241
| New | +$201K | 0.92% | 37 |
|
|
2016
Q1 | – | Sell |
-3,091
| Closed | -$204K | – | 34 |
|
|
2015
Q4 | $204K | Sell |
3,091
-450
| -13% | -$29.7K | 0.96% | 33 |
|
|
2015
Q3 | $216K | Sell |
3,541
-777
| -18% | -$47.4K | 1.05% | 32 |
|
|
2015
Q2 | $293K | Sell |
4,318
-164
| -4% | -$11.1K | 0.61% | 40 |
|
|
2015
Q1 | $272K | Buy |
4,482
+164
| +4% | +$9.95K | 0.56% | 41 |
|
|
2014
Q4 | $270K | Buy |
+4,318
| New | +$270K | 0.53% | 41 |
|