Berkshire Bank’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 | $10.6M | Sell |
36,614
-1,265
| -3% | -$367K | 2.42% | 9 |
|
|
2025
Q1 | $9.29M | Sell |
37,879
-944
| -2% | -$232K | 2.26% | 10 |
|
|
2024
Q4 | $9.31M | Buy |
38,823
+1,735
| +5% | +$416K | 2.16% | 10 |
|
|
2024
Q3 | $7.82M | Sell |
37,088
-847
| -2% | -$179K | 1.83% | 10 |
|
|
2024
Q2 | $7.67M | Sell |
37,935
-1,788
| -5% | -$362K | 1.93% | 9 |
|
|
2024
Q1 | $7.96M | Sell |
39,723
-2,084
| -5% | -$417K | 1.98% | 9 |
|
|
2023
Q4 | $7.11M | Sell |
41,807
-59
| -0.1% | -$10K | 1.88% | 10 |
|
|
2023
Q3 | $6.07M | Sell |
41,866
-164
| -0.4% | -$23.8K | 1.75% | 12 |
|
|
2023
Q2 | $6.11M | Sell |
42,030
-233
| -0.6% | -$33.9K | 1.69% | 12 |
|
|
2023
Q1 | $5.51M | Sell |
42,263
-345
| -0.8% | -$45K | 1.64% | 15 |
|
|
2022
Q4 | $5.71M | Sell |
42,608
-4,143
| -9% | -$556K | 1.75% | 14 |
|
|
2022
Q3 | $4.89M | Sell |
46,751
-86
| -0.2% | -$8.99K | 1.49% | 16 |
|
|
2022
Q2 | $5.27M | Buy |
46,837
+389
| +0.8% | +$43.8K | 1.54% | 15 |
|
|
2022
Q1 | $6.33M | Buy |
46,448
+9
| +0% | +$1.23K | 1.5% | 16 |
|
|
2021
Q4 | $7.35M | Buy |
46,439
+1,345
| +3% | +$213K | 1.63% | 15 |
|
|
2021
Q3 | $7.38M | Sell |
45,094
-18
| -0% | -$2.95K | 1.8% | 11 |
|
|
2021
Q2 | $7.02M | Sell |
45,112
-145
| -0.3% | -$22.6K | 1.7% | 13 |
|
|
2021
Q1 | $6.89M | Sell |
45,257
-482
| -1% | -$73.4K | 1.73% | 11 |
|
|
2020
Q4 | $5.81M | Buy |
45,739
+2,131
| +5% | +$271K | 1.45% | 15 |
|
|
2020
Q3 | $4.2M | Buy |
+43,608
| New | +$4.2M | 1.12% | 21 |
|