Bell Bank’s JPMorgan Chase JPM Stock Holding History

Bell Bank’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.03M	Buy	20,785 +2,036	+11%	+$590K	0.28%	52
2025 Q1	$4.6M	Buy	18,749 +358	+2%	+$87.8K	0.25%	55
2024 Q4	$4.41M	Buy	18,391 +359	+2%	+$86.1K	0.33%	51
2024 Q3	$3.8M	Sell	18,032 -1,940	-10%	-$409K	0.45%	50
2024 Q2	$4.04M	Buy	19,972 +870	+5%	+$176K	0.34%	47
2024 Q1	$3.83M	Buy	19,102 +2,910	+18%	+$583K	0.33%	47
2023 Q4	$2.75M	Buy	16,192 +602	+4%	+$102K	0.27%	51
2023 Q3	$2.26M	Buy	15,590 +968	+7%	+$140K	0.25%	53
2023 Q2	$2.13M	Buy	14,622 +2,490	+21%	+$362K	0.23%	59
2023 Q1	$1.58M	Sell	12,132 -367	-3%	-$47.8K	0.17%	73
2022 Q4	$1.68M	Sell	12,499 -385	-3%	-$51.6K	0.19%	66
2022 Q3	$1.35M	Buy	12,884 +1,155	+10%	+$121K	0.17%	76
2022 Q2	$1.32M	Buy	11,729 +3,002	+34%	+$338K	0.16%	88
2022 Q1	$1.19M	Sell	8,727 -35	-0.4%	-$4.77K	0.13%	90
2021 Q4	$1.39M	Sell	8,762 -733	-8%	-$116K	0.16%	84
2021 Q3	$1.55M	Sell	9,495 -985	-9%	-$161K	0.19%	69
2021 Q2	$1.63M	Sell	10,480 -636	-6%	-$98.9K	0.22%	62
2021 Q1	$1.69M	Buy	11,116 +571	+5%	+$86.9K	0.24%	56
2020 Q4	$1.34M	Sell	10,545 -546	-5%	-$69.4K	0.21%	67
2020 Q3	$1.07M	Buy	11,091 +4,436	+67%	+$427K	0.19%	74
2020 Q2	$626K	Buy	6,655 +11	+0.2%	+$1.04K	0.12%	94
2020 Q1	$598K	Sell	6,644 -291	-4%	-$26.2K	0.13%	89
2019 Q4	$967K	Buy	6,935 +34	+0.5%	+$4.74K	0.17%	67
2019 Q3	$812K	Buy	6,901 +45	+0.7%	+$5.3K	0.15%	75
2019 Q2	$767K	Sell	6,856 -167	-2%	-$18.7K	0.17%	72
2019 Q1	$711K	Sell	7,023 -355	-5%	-$35.9K	0.19%	72
2018 Q4	$720K	Buy	7,378 +314	+4%	+$30.6K	0.22%	73
2018 Q3	$797K	Sell	7,064 -1	-0%	-$113	0.25%	71
2018 Q2	$736K	Buy	7,065 +1,449	+26%	+$151K	0.23%	71
2018 Q1	$618K	Sell	5,616 -18	-0.3%	-$1.98K	0.2%	71
2017 Q4	$602K	Sell	5,634 -92	-2%	-$9.83K	0.17%	69
2017 Q3	$547K	Sell	5,726 -242	-4%	-$23.1K	0.16%	67
2017 Q2	$545K	Sell	5,968 -217	-4%	-$19.8K	0.19%	68
2017 Q1	$543K	Sell	6,185 -205	-3%	-$18K	0.2%	69
2016 Q4	$551K	Sell	6,390 -30,264	-83%	-$2.61M	0.22%	63
2016 Q3	$2.44M	Buy	36,654 +1,148	+3%	+$76.5K	1.54%	25
2016 Q2	$2.21M	Buy	35,506 +1,520	+4%	+$94.4K	1.27%	34
2016 Q1	$2.01M	Buy	33,986 +2,619	+8%	+$155K	1.31%	35
2015 Q4	$2.07M	Buy	31,367 +20,447	+187%	+$1.35M	1.49%	27
2015 Q3	$666K	Sell	10,920 -214	-2%	-$13.1K	0.53%	87
2015 Q2	$754K	Buy	11,134 +298	+3%	+$20.2K	0.56%	73
2015 Q1	$656K	Sell	10,836 -820	-7%	-$49.6K	0.46%	91
2014 Q4	$729K	Sell	11,656 -380	-3%	-$23.8K	0.5%	86
2014 Q3	$725K	Sell	12,036 -461	-4%	-$27.8K	0.52%	85
2014 Q2	$720K	Sell	12,497 -2,944	-19%	-$170K	0.51%	91
2014 Q1	$937K	Sell	15,441 -4,784	-24%	-$290K	0.63%	50
2013 Q4	$1.18M	Sell	20,225 -22,816	-53%	-$1.33M	0.61%	42
2013 Q3	$2.23M	Buy	43,041 +4,304	+11%	+$222K	0.78%	45
2013 Q2	$2.05M	Buy	+38,737	New	+$2.05M	0.72%	51