BankPlus Trust Department’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
$4.24M Buy
14,627
+1,430
+11% +$415K 1.26% 10
2025
Q1
$3.24M Buy
13,197
+421
+3% +$103K 1.08% 13
2024
Q4
$3.06M Buy
+12,776
New +$3.06M 1% 17