Blue Trust Inc’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 | $13.8M | Buy |
47,654
+363
| +0.8% | +$105K | 0.16% | 45 |
|
|
2025
Q1 | $11.6M | Buy |
47,291
+2,643
| +6% | +$648K | 0.15% | 49 |
|
|
2024
Q4 | $10.7M | Sell |
44,648
-7,170
| -14% | -$1.72M | 0.14% | 54 |
|
|
2024
Q3 | $10.5M | Buy |
51,818
+18,108
| +54% | +$3.66M | 0.14% | 55 |
|
|
2024
Q2 | $6.75M | Buy |
33,710
+4,693
| +16% | +$940K | 0.09% | 64 |
|
|
2024
Q1 | $5.81M | Buy |
29,017
+27
| +0.1% | +$5.41K | 0.08% | 62 |
|
|
2023
Q4 | $4.2M | Sell |
28,990
-4,034
| -12% | -$585K | 0.07% | 64 |
|
|
2023
Q3 | $4.8M | Buy |
33,024
+4,827
| +17% | +$702K | 0.07% | 60 |
|
|
2023
Q2 | $3.68M | Sell |
28,197
-9,170
| -25% | -$1.2M | 0.06% | 72 |
|
|
2023
Q1 | $5.01M | Sell |
37,367
-3,562
| -9% | -$478K | 0.08% | 73 |
|
|
2022
Q4 | $4.28M | Buy |
40,929
+8,693
| +27% | +$908K | 0.08% | 70 |
|
|
2022
Q3 | $3.63M | Buy |
32,236
+3,466
| +12% | +$390K | 0.06% | 72 |
|
|
2022
Q2 | $3.92M | Buy |
+28,770
| New | +$3.92M | 0.06% | 71 |
|