Central Bank & Trust’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 | $4.86M | Sell |
16,759
-494
| -3% | -$143K | 0.79% | 35 |
|
2025
Q1 | $4.23M | Buy |
17,253
+273
| +2% | +$67K | 0.71% | 41 |
|
2024
Q4 | $4.07M | Sell |
16,980
-1,586
| -9% | -$380K | 0.62% | 46 |
|
2024
Q3 | $3.91M | Sell |
18,566
-48
| -0.3% | -$10.1K | 0.54% | 52 |
|
2024
Q2 | $3.76M | Buy |
18,614
+1,246
| +7% | +$252K | 0.52% | 52 |
|
2024
Q1 | $3.48M | Buy |
17,368
+535
| +3% | +$107K | 0.5% | 54 |
|
2023
Q4 | $2.86M | Buy |
16,833
+5,184
| +45% | +$882K | 0.44% | 63 |
|
2023
Q3 | $1.69M | Buy |
11,649
+1,298
| +13% | +$188K | 0.29% | 67 |
|
2023
Q2 | $1.51M | Buy |
10,351
+473
| +5% | +$68.8K | 0.26% | 77 |
|
2023
Q1 | $1.29M | Buy |
9,878
+429
| +5% | +$55.9K | 0.23% | 85 |
|
2022
Q4 | $1.27M | Buy |
9,449
+657
| +7% | +$88.1K | 0.24% | 86 |
|
2022
Q3 | $919K | Sell |
8,792
-82
| -0.9% | -$8.57K | 0.2% | 95 |
|
2022
Q2 | $999K | Buy |
8,874
+36
| +0.4% | +$4.05K | 0.2% | 92 |
|
2022
Q1 | $1.21M | Sell |
8,838
-445
| -5% | -$60.7K | 0.19% | 89 |
|
2021
Q4 | $1.47M | Buy |
9,283
+55
| +0.6% | +$8.71K | 0.23% | 84 |
|
2021
Q3 | $1.51M | Buy |
9,228
+124
| +1% | +$20.3K | 0.25% | 79 |
|
2021
Q2 | $1.42M | Buy |
9,104
+71
| +0.8% | +$11K | 0.23% | 79 |
|
2021
Q1 | $1.38M | Buy |
9,033
+3,552
| +65% | +$541K | 0.23% | 82 |
|
2020
Q4 | $696K | Sell |
5,481
-225
| -4% | -$28.6K | 0.12% | 105 |
|
2020
Q3 | $549K | Buy |
5,706
+7
| +0.1% | +$674 | 0.1% | 103 |
|
2020
Q2 | $536K | Hold |
5,699
| – | – | 0.11% | 105 |
|
2020
Q1 | $513K | Sell |
5,699
-1,335
| -19% | -$120K | 0.12% | 97 |
|
2019
Q4 | $981K | Buy |
7,034
+2,530
| +56% | +$353K | 0.19% | 92 |
|
2019
Q3 | $530K | Sell |
4,504
-736
| -14% | -$86.6K | 0.11% | 109 |
|
2019
Q2 | $586K | Sell |
5,240
-105
| -2% | -$11.7K | 0.13% | 100 |
|
2019
Q1 | $541K | Sell |
5,345
-727
| -12% | -$73.6K | 0.12% | 105 |
|
2018
Q4 | $593K | Sell |
6,072
-477
| -7% | -$46.6K | 0.15% | 97 |
|
2018
Q3 | $739K | Sell |
6,549
-130
| -2% | -$14.7K | 0.17% | 89 |
|
2018
Q2 | $696K | Sell |
6,679
-502
| -7% | -$52.3K | 0.17% | 84 |
|
2018
Q1 | $790K | Buy |
7,181
+209
| +3% | +$23K | 0.2% | 81 |
|
2017
Q4 | $746K | Sell |
6,972
-308
| -4% | -$33K | 0.18% | 91 |
|
2017
Q3 | $695K | Sell |
7,280
-324
| -4% | -$30.9K | 0.17% | 90 |
|
2017
Q2 | $695K | Sell |
7,604
-694
| -8% | -$63.4K | 0.18% | 91 |
|
2017
Q1 | $729K | Sell |
8,298
-637
| -7% | -$56K | 0.19% | 93 |
|
2016
Q4 | $771K | Buy |
8,935
+1,786
| +25% | +$154K | 0.21% | 88 |
|
2016
Q3 | $476K | Buy |
7,149
+205
| +3% | +$13.6K | 0.13% | 97 |
|
2016
Q2 | $431K | Buy |
6,944
+1,346
| +24% | +$83.5K | 0.12% | 94 |
|
2016
Q1 | $332K | Buy |
5,598
+61
| +1% | +$3.62K | 0.09% | 106 |
|
2015
Q4 | $366K | Buy |
5,537
+200
| +4% | +$13.2K | 0.11% | 101 |
|
2015
Q3 | $325K | Buy |
5,337
+875
| +20% | +$53.3K | 0.11% | 101 |
|
2015
Q2 | $302K | Sell |
4,462
-1,875
| -30% | -$127K | 0.1% | 106 |
|
2015
Q1 | $384K | Buy |
6,337
+2,715
| +75% | +$165K | 0.13% | 97 |
|
2014
Q4 | $227K | Sell |
3,622
-82
| -2% | -$5.14K | 0.08% | 121 |
|
2014
Q3 | $223K | Sell |
3,704
-1,345
| -27% | -$81K | 0.08% | 123 |
|
2014
Q2 | $295K | Buy |
5,049
+191
| +4% | +$11.2K | 0.11% | 107 |
|
2014
Q1 | $294K | Sell |
4,858
-191
| -4% | -$11.6K | 0.11% | 106 |
|
2013
Q4 | $295K | Sell |
5,049
-125
| -2% | -$7.3K | 0.11% | 107 |
|
2013
Q3 | $267K | Buy |
5,174
+300
| +6% | +$15.5K | 0.12% | 104 |
|
2013
Q2 | $258K | Buy |
+4,874
| New | +$258K | 0.12% | 115 |
|