Bank of Stockton’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 | $6.67M | Sell |
23,014
-241
| -1% | -$69.9K | 1.99% | 11 |
|
|
2025
Q1 | $5.7M | Sell |
23,255
-100
| -0.4% | -$24.5K | 1.82% | 11 |
|
|
2024
Q4 | $5.6M | Sell |
23,355
-936
| -4% | -$224K | 1.7% | 12 |
|
|
2024
Q3 | $5.12M | Sell |
24,291
-476
| -2% | -$100K | 1.54% | 11 |
|
|
2024
Q2 | $5.01M | Buy |
24,767
+422
| +2% | +$85.4K | 1.59% | 12 |
|
|
2024
Q1 | $4.88M | Buy |
24,345
+334
| +1% | +$66.9K | 1.51% | 13 |
|
|
2023
Q4 | $4.09M | Buy |
24,011
+432
| +2% | +$73.6K | 1.36% | 14 |
|
|
2023
Q3 | $3.32M | Buy |
23,579
+2,201
| +10% | +$310K | 1.24% | 16 |
|
|
2023
Q2 | $3.11M | Buy |
21,378
+447
| +2% | +$65K | 1.07% | 18 |
|
|
2023
Q1 | $2.73M | Sell |
20,931
-3,828
| -15% | -$499K | 0.95% | 19 |
|
|
2022
Q4 | $3.32M | Sell |
24,759
-98
| -0.4% | -$13.1K | 1.16% | 15 |
|
|
2022
Q3 | $2.6M | Buy |
24,857
+28
| +0.1% | +$2.93K | 1.01% | 17 |
|
|
2022
Q2 | $2.8M | Buy |
24,829
+65
| +0.3% | +$7.32K | 1.05% | 16 |
|
|
2022
Q1 | $3.38M | Buy |
24,764
+705
| +3% | +$96.1K | 1.05% | 18 |
|
|
2021
Q4 | $3.81M | Sell |
24,059
-4
| -0% | -$633 | 1.12% | 17 |
|
|
2021
Q3 | $3.94M | Buy |
24,063
+246
| +1% | +$40.3K | 1.21% | 18 |
|
|
2021
Q2 | $3.7M | Sell |
23,817
-533
| -2% | -$82.9K | 1.12% | 20 |
|
|
2021
Q1 | $3.71M | Buy |
24,350
+711
| +3% | +$108K | 1.23% | 16 |
|
|
2020
Q4 | $3M | Sell |
23,639
-1,568
| -6% | -$199K | 1.15% | 18 |
|
|
2020
Q3 | $2.43M | Sell |
25,207
-550
| -2% | -$52.9K | 1.01% | 18 |
|
|
2020
Q2 | $2.42M | Buy |
25,757
+912
| +4% | +$85.8K | 1.05% | 19 |
|
|
2020
Q1 | $2.24M | Sell |
24,845
-669
| -3% | -$60.2K | 1.22% | 16 |
|
|
2019
Q4 | $3.56M | Sell |
25,514
-1,418
| -5% | -$198K | 1.51% | 13 |
|
|
2019
Q3 | $3.17M | Sell |
26,932
-1,375
| -5% | -$162K | 1.39% | 14 |
|
|
2019
Q2 | $3.16M | Sell |
28,307
-235
| -0.8% | -$26.3K | 1.61% | 14 |
|
|
2019
Q1 | $2.89M | Buy |
28,542
+1,779
| +7% | +$180K | 1.49% | 14 |
|
|
2018
Q4 | $2.61M | Sell |
26,763
-96
| -0.4% | -$9.37K | 1.58% | 13 |
|
|
2018
Q3 | $3.03M | Buy |
26,859
+215
| +0.8% | +$24.3K | 1.53% | 13 |
|
|
2018
Q2 | $2.78M | Sell |
26,644
-146
| -0.5% | -$15.2K | 1.51% | 14 |
|
|
2018
Q1 | $2.95M | Sell |
26,790
-1,670
| -6% | -$184K | 1.23% | 16 |
|
|
2017
Q4 | $3.04M | Buy |
28,460
+3,288
| +13% | +$352K | 1.25% | 15 |
|
|
2017
Q3 | $2.4M | Buy |
25,172
+1,564
| +7% | +$149K | 1.1% | 17 |
|
|
2017
Q2 | $2.16M | Buy |
23,608
+149
| +0.6% | +$13.6K | 0.98% | 18 |
|
|
2017
Q1 | $2.06M | Buy |
23,459
+55
| +0.2% | +$4.83K | 0.94% | 18 |
|
|
2016
Q4 | $2.02M | Buy |
23,404
+964
| +4% | +$83.2K | 0.96% | 16 |
|
|
2016
Q3 | $1.49M | Sell |
22,440
-485
| -2% | -$32.3K | 0.74% | 26 |
|
|
2016
Q2 | $1.43M | Buy |
22,925
+885
| +4% | +$55K | 0.76% | 28 |
|
|
2016
Q1 | $1.31M | Buy |
22,040
+251
| +1% | +$14.9K | 0.71% | 27 |
|
|
2015
Q4 | $1.44M | Buy |
21,789
+459
| +2% | +$30.3K | 0.83% | 25 |
|
|
2015
Q3 | $1.3M | Buy |
21,330
+805
| +4% | +$49.1K | 0.8% | 24 |
|
|
2015
Q2 | $1.39M | Buy |
20,525
+1,000
| +5% | +$67.8K | 0.78% | 25 |
|
|
2015
Q1 | $1.18M | Sell |
19,525
-750
| -4% | -$45.4K | 0.64% | 33 |
|
|
2014
Q4 | $1.27M | Hold |
20,275
| – | – | 0.72% | 28 |
|
|
2014
Q3 | $1.22M | Buy |
20,275
+65
| +0.3% | +$3.91K | 0.72% | 27 |
|
|
2014
Q2 | $1.17M | Sell |
20,210
-1,835
| -8% | -$106K | 0.66% | 28 |
|
|
2014
Q1 | $1.34M | Buy |
22,045
+400
| +2% | +$24.3K | 0.82% | 19 |
|
|
2013
Q4 | $1.27M | Buy |
21,645
+1,000
| +5% | +$58.5K | 0.79% | 22 |
|
|
2013
Q3 | $1.07M | Buy |
20,645
+5,820
| +39% | +$301K | 0.76% | 24 |
|
|
2013
Q2 | $783K | Buy |
+14,825
| New | +$783K | 0.61% | 34 |
|