Bank of Marin’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 | $1.14M | Sell |
3,922
-182
| -4% | -$52.8K | 0.86% | 34 |
|
|
2025
Q1 | $1.01M | Sell |
4,104
-463
| -10% | -$114K | 1.28% | 21 |
|
|
2024
Q4 | $1.09M | Buy |
4,567
+425
| +10% | +$102K | 0.87% | 31 |
|
|
2024
Q3 | $873K | Sell |
4,142
-100
| -2% | -$21.1K | 0.7% | 47 |
|
|
2024
Q2 | $858K | Sell |
4,242
-170
| -4% | -$34.4K | 0.74% | 41 |
|
|
2024
Q1 | $884K | Sell |
4,412
-162
| -4% | -$32.4K | 0.78% | 39 |
|
|
2023
Q4 | $778K | Sell |
4,574
-270
| -6% | -$45.9K | 0.7% | 45 |
|
|
2023
Q3 | $702K | Sell |
4,844
-118
| -2% | -$17.1K | 0.68% | 46 |
|
|
2023
Q2 | $722K | Sell |
4,962
-266
| -5% | -$38.7K | 0.67% | 53 |
|
|
2023
Q1 | $681K | Sell |
5,228
-310
| -6% | -$40.4K | 0.65% | 57 |
|
|
2022
Q4 | $743K | Sell |
5,538
-803
| -13% | -$108K | 0.7% | 54 |
|
|
2022
Q3 | $663K | Sell |
6,341
-510
| -7% | -$53.3K | 0.65% | 56 |
|
|
2022
Q2 | $771K | Sell |
6,851
-116
| -2% | -$13.1K | 0.68% | 54 |
|
|
2022
Q1 | $950K | Hold |
6,967
| – | – | 0.69% | 48 |
|
|
2021
Q4 | $1.1M | Buy |
6,967
+150
| +2% | +$23.7K | 0.73% | 48 |
|
|
2021
Q3 | $1.12M | Sell |
6,817
-511
| -7% | -$83.7K | 0.82% | 41 |
|
|
2021
Q2 | $1.14M | Buy |
7,328
+13
| +0.2% | +$2.02K | 0.83% | 41 |
|
|
2021
Q1 | $1.11M | Hold |
7,315
| – | – | 0.88% | 34 |
|
|
2020
Q4 | $930K | Buy |
7,315
+558
| +8% | +$70.9K | 0.78% | 42 |
|
|
2020
Q3 | $650K | Buy |
6,757
+545
| +9% | +$52.4K | 0.67% | 51 |
|
|
2020
Q2 | $584K | Buy |
6,212
+108
| +2% | +$10.2K | 0.67% | 51 |
|
|
2020
Q1 | $550K | Sell |
6,104
-10
| -0.2% | -$901 | 0.75% | 48 |
|
|
2019
Q4 | $852K | Buy |
+6,114
| New | +$852K | 0.86% | 34 |
|