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Cadence Bank’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.6M Sell
53,692
-718
-1% -$208K 1.02% 21
2025
Q1
$13.3M Sell
54,410
-1,450
-3% -$356K 0.95% 22
2024
Q4
$13.4M Sell
55,860
-612
-1% -$147K 0.91% 22
2024
Q3
$11.9M Sell
56,472
-1,896
-3% -$400K 0.82% 23
2024
Q2
$11.8M Sell
58,368
-2,124
-4% -$430K 0.89% 22
2024
Q1
$12.1M Sell
60,492
-610
-1% -$122K 0.88% 22
2023
Q4
$10.4M Sell
61,102
-412
-0.7% -$70.1K 0.84% 24
2023
Q3
$8.92M Sell
61,514
-3
-0% -$435 0.78% 30
2023
Q2
$8.95M Buy
61,517
+93
+0.2% +$13.5K 0.78% 28
2023
Q1
$8M Sell
61,424
-3,785
-6% -$493K 0.74% 31
2022
Q4
$8.74M Buy
65,209
+558
+0.9% +$74.8K 0.81% 26
2022
Q3
$6.76M Buy
64,651
+52,570
+435% +$5.49M 0.7% 32
2022
Q2
$1.36M Buy
12,081
+194
+2% +$21.9K 0.2% 67
2022
Q1
$1.62M Buy
11,887
+108
+0.9% +$14.7K 0.2% 63
2021
Q4
$1.87M Sell
11,779
-75
-0.6% -$11.9K 0.23% 65
2021
Q3
$1.94M Buy
11,854
+1,119
+10% +$183K 0.27% 60
2021
Q2
$1.67M Sell
10,735
-4,369
-29% -$679K 0.24% 66
2021
Q1
$2.3M Sell
15,104
-737
-5% -$112K 0.35% 60
2020
Q4
$2.01M Sell
15,841
-3,675
-19% -$467K 0.32% 70
2020
Q3
$1.88M Sell
19,516
-174
-0.9% -$16.8K 0.37% 62
2020
Q2
$1.85M Buy
19,690
+139
+0.7% +$13.1K 0.38% 66
2020
Q1
$1.76M Sell
19,551
-542
-3% -$48.8K 0.44% 57
2019
Q4
$2.8M Buy
20,093
+410
+2% +$57.2K 0.52% 55
2019
Q3
$2.32M Sell
19,683
-320
-2% -$37.7K 0.22% 74
2019
Q2
$2.24M Sell
20,003
-1,489
-7% -$166K 0.22% 72
2019
Q1
$2.18M Sell
21,492
-250
-1% -$25.3K 0.22% 73
2018
Q4
$2.12M Buy
21,742
+1,259
+6% +$123K 0.25% 70
2018
Q3
$2.31M Sell
20,483
-267
-1% -$30.1K 0.22% 67
2018
Q2
$2.16M Sell
20,750
-253
-1% -$26.4K 0.2% 73
2018
Q1
$2.31M Sell
21,003
-500
-2% -$55K 0.22% 66
2017
Q4
$2.3M Buy
+21,503
New +$2.3M 0.22% 68