Baker Boyer National Bank’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Hold |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $263K | Sell |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $272K | Buy |
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|
2023
Q4 | $206K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $216K | Hold |
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|
2016
Q2 | $201K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $204K | Sell |
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|
2015
Q3 | $216K | Sell |
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|
2015
Q2 | $293K | Sell |
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|
2015
Q1 | $272K | Buy |
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|
2014
Q4 | $270K | Buy |
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