Bath Savings Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.86M | Buy |
8,729
+555
| +7% | +$172K | 0.3% | 67 |
|
|
2026
Q1 | $2.4M | Sell |
8,174
-1,910
| -19% | -$580K | 0.26% | 68 |
|
|
2025
Q4 | $3.25M | Sell |
10,084
-33
| -0.3% | -$10.2K | 0.32% | 62 |
|
|
2025
Q3 | $3.19M | Buy |
10,117
+24
| +0.2% | +$7.14K | 0.32% | 62 |
|
|
2025
Q2 | $2.93M | Sell |
10,093
-51
| -0.5% | -$13K | 0.3% | 62 |
|
|
2025
Q1 | $2.49M | Sell |
10,144
-2,309
| -19% | -$589K | 0.26% | 65 |
|
|
2024
Q4 | $2.99M | Sell |
12,453
-5
| -0% | -$1.17K | 0.3% | 62 |
|
|
2024
Q3 | $2.63M | Sell |
12,458
-300
| -2% | -$63.2K | 0.26% | 67 |
|
|
2024
Q2 | $2.58M | Sell |
12,758
-42
| -0.3% | -$8.21K | 0.27% | 64 |
|
|
2024
Q1 | $2.56M | Buy |
12,800
+116
| +0.9% | +$20.9K | 0.27% | 68 |
|
|
2023
Q4 | $2.16M | Buy |
12,684
+510
| +4% | +$77.3K | 0.24% | 72 |
|
|
2023
Q3 | $1.77M | Sell |
12,174
-57
| -0.5% | -$8.54K | 0.22% | 77 |
|
|
2023
Q2 | $1.78M | Sell |
12,231
-400
| -3% | -$55K | 0.21% | 79 |
|
|
2023
Q1 | $1.65M | Buy |
12,631
+181
| +1% | +$24.8K | 0.2% | 80 |
|
|
2022
Q4 | $1.67M | Sell |
12,450
-48
| -0.4% | -$6.08K | 0.22% | 76 |
|
|
2022
Q3 | $1.31M | Buy |
12,498
+399
| +3% | +$45.8K | 0.18% | 81 |
|
|
2022
Q2 | $1.36M | Buy |
12,099
+35
| +0.3% | +$4.34K | 0.18% | 84 |
|
|
2022
Q1 | $1.65M | Sell |
12,064
-50
| -0.4% | -$7.38K | 0.19% | 79 |
|
|
2021
Q4 | $1.92M | Buy |
12,114
+92
| +0.8% | +$15.1K | 0.2% | 73 |
|
|
2021
Q3 | $1.97M | Sell |
12,022
-200
| -2% | -$31.4K | 0.23% | 68 |
|
|
2021
Q2 | $1.9M | Buy |
12,222
+350
| +3% | +$55K | 0.22% | 71 |
|
|
2021
Q1 | $1.81M | Sell |
11,872
-100
| -0.8% | -$14.4K | 0.23% | 68 |
|
|
2020
Q4 | $1.52M | Buy |
11,972
+240
| +2% | +$26.8K | 0.2% | 70 |
|
|
2020
Q3 | $1.13M | Sell |
11,732
-361
| -3% | -$35.5K | 0.19% | 72 |
|
|
2020
Q2 | $1.14M | Buy |
12,093
+479
| +4% | +$45.4K | 0.21% | 66 |
|
|
2020
Q1 | $1.05M | Hold |
11,614
| – | – | 0.23% | 65 |
|
|
2019
Q4 | $1.62M | Buy |
11,614
+703
| +6% | +$90.2K | 0.29% | 57 |
|
|
2019
Q3 | $1.28M | Buy |
10,911
+4,848
| +80% | +$548K | 0.25% | 62 |
|
|
2019
Q2 | $678K | Buy |
6,063
+331
| +6% | +$36.5K | 0.13% | 73 |
|
|
2019
Q1 | $580K | Sell |
5,732
-34
| -0.6% | -$3.5K | 0.12% | 81 |
|
|
2018
Q4 | $563K | Buy |
5,766
+5
| +0.1% | +$533 | 0.14% | 77 |
|
|
2018
Q3 | $650K | Hold |
5,761
| – | – | 0.14% | 79 |
|
|
2018
Q2 | $600K | Sell |
5,761
-85
| -1% | -$9.32K | 0.14% | 87 |
|
|
2018
Q1 | $643K | Buy |
5,846
+3,961
| +210% | +$448K | 0.16% | 83 |
|
|
2017
Q4 | $202K | Sell |
1,885
-1,000
| -35% | -$101K | 0.05% | 121 |
|
|
2017
Q3 | $275K | Hold |
2,885
| – | – | 0.07% | 107 |
|
|
2017
Q2 | $264K | Buy |
+2,885
| New | +$249K | 0.07% | 109 |
|
|
2016
Q1 | – | Sell |
-3,055
| Closed | -$202K | – | 112 |
|
|
2015
Q4 | $202K | Buy |
+3,055
| New | +$199K | 0.07% | 108 |
|
|
2015
Q1 | – | Sell |
-5,379
| Closed | -$337K | – | 120 |
|
|
2014
Q4 | $337K | Hold |
5,379
| – | – | 0.12% | 93 |
|
|
2014
Q3 | $324K | Sell |
5,379
-883
| -14% | -$51.6K | 0.12% | 90 |
|
|
2014
Q2 | $360K | Sell |
6,262
-428
| -6% | -$24.1K | 0.14% | 86 |
|
|
2014
Q1 | $406K | Buy |
6,690
+81
| +1% | +$4.68K | 0.16% | 87 |
|
|
2013
Q4 | $386K | Sell |
6,609
-1,964
| -23% | -$108K | 0.15% | 87 |
|
|
2013
Q3 | $444K | Buy |
8,573
+200
| +2% | +$10.7K | 0.19% | 81 |
|
|
2013
Q2 | $442K | Buy |
+8,373
| New | +$426K | 0.21% | 76 |
|
Other funds holding JPM
CRM
CNB
SP
DLA
AAMU
P