Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Hold |
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|
2021
Q3 | $210K | Sell |
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|
2021
Q2 | $179M | Sell |
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|
2021
Q1 | $180M | Buy |
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|
2020
Q4 | $148M | Sell |
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|
2020
Q3 | $113M | Buy |
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|
2020
Q2 | $109M | Buy |
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|
2020
Q1 | $95.4M | Sell |
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|
2019
Q4 | $148M | Sell |
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|
2019
Q3 | $130M | Sell |
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|
2019
Q2 | $136M | Buy |
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|
2019
Q1 | $122M | Sell |
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|
2018
Q4 | $120M | Sell |
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|
2018
Q3 | $178M | Sell |
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|
2018
Q2 | $172M | Buy |
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|
2018
Q1 | $176M | Buy |
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|
2017
Q4 | $168M | Sell |
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|
2017
Q3 | $168M | Sell |
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|
2017
Q2 | $161M | Buy |
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