Burke & Herbert Bank & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Buy |
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|
2025
Q1 | $3.98M | Sell |
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|
2024
Q4 | $4.36M | Sell |
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|
2024
Q3 | $3.87M | Sell |
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|
2024
Q2 | $3.82M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.09M | Hold |
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|
2023
Q3 | $929K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.52M | Sell |
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|
2021
Q4 | $1.94M | Buy |
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|
2021
Q3 | $1.68M | Buy |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $1.48M | Sell |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.08M | Buy |
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|
2020
Q2 | $979K | Sell |
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|
2020
Q1 | $960K | Sell |
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|
2019
Q4 | $1.52M | Hold |
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|
2019
Q3 | $1.28M | Sell |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.12M | Hold |
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|
2018
Q4 | $1.08M | Hold |
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|
2018
Q3 | $1.25M | Buy |
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|
2018
Q2 | $1.15M | Buy |
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|
2018
Q1 | $1.19M | Hold |
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|
2017
Q4 | $1.16M | Hold |
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|
2017
Q3 | $1.03M | Hold |
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|
2017
Q2 | $990K | Hold |
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|
2017
Q1 | $952K | Sell |
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|
2016
Q4 | $957K | Sell |
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|
2016
Q3 | $804K | Buy |
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|
2016
Q2 | $685K | Buy |
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|
2016
Q1 | $527K | Buy |
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|
2015
Q4 | $511K | Hold |
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|
2015
Q3 | $472K | Buy |
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|
2015
Q2 | $471K | Buy |
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|
2015
Q1 | $416K | Sell |
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|
2014
Q4 | $493K | Hold |
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|
2014
Q3 | $475K | Hold |
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|
2014
Q2 | $455K | Buy |
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|
2014
Q1 | $464K | Buy |
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|
2013
Q4 | $437K | Buy |
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|
2013
Q3 | $374K | Hold |
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|
2013
Q2 | $383K | Buy |
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