Chicago 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 | $11.7M | Buy |
40,195
+2,215
| +6% | +$642K | 1.64% | 13 |
|
|
2025
Q1 | $9.32M | Sell |
37,980
-2,204
| -5% | -$541K | 1.65% | 10 |
|
|
2024
Q4 | $9.63M | Buy |
40,184
+3,060
| +8% | +$734K | 1.7% | 10 |
|
|
2024
Q3 | $7.83M | Buy |
37,124
+3,370
| +10% | +$711K | 1.35% | 10 |
|
|
2024
Q2 | $6.83M | Buy |
33,754
+3,134
| +10% | +$634K | 1.38% | 12 |
|
|
2024
Q1 | $6.13M | Buy |
30,620
+579
| +2% | +$116K | 1.27% | 15 |
|
|
2023
Q4 | $5.11M | Sell |
30,041
-5,429
| -15% | -$923K | 1.14% | 16 |
|
|
2023
Q3 | $5.14M | Buy |
35,470
+122
| +0.3% | +$17.7K | 1.29% | 13 |
|
|
2023
Q2 | $5.14M | Sell |
35,348
-215
| -0.6% | -$31.3K | 1.23% | 12 |
|
|
2023
Q1 | $4.63M | Sell |
35,563
-3,030
| -8% | -$395K | 1.16% | 12 |
|
|
2022
Q4 | $5.18M | Sell |
38,593
-3,213
| -8% | -$431K | 1.29% | 13 |
|
|
2022
Q3 | $4.37M | Buy |
41,806
+2,441
| +6% | +$255K | 1.13% | 16 |
|
|
2022
Q2 | $4.43M | Buy |
39,365
+4,674
| +13% | +$526K | 1.12% | 16 |
|
|
2022
Q1 | $4.73M | Buy |
34,691
+160
| +0.5% | +$21.8K | 1.02% | 15 |
|
|
2021
Q4 | $5.47M | Buy |
34,531
+1,262
| +4% | +$200K | 1.09% | 12 |
|
|
2021
Q3 | $5.45M | Buy |
33,269
+754
| +2% | +$123K | 1.2% | 10 |
|
|
2021
Q2 | $5.06M | Buy |
32,515
+1,807
| +6% | +$281K | 1.2% | 10 |
|
|
2021
Q1 | $4.68M | Buy |
30,708
+671
| +2% | +$102K | 1.61% | 7 |
|
|
2020
Q4 | $3.82M | Sell |
30,037
-1,300
| -4% | -$165K | 1.31% | 12 |
|
|
2020
Q3 | $3.02M | Sell |
31,337
-425
| -1% | -$40.9K | 1.26% | 17 |
|
|
2020
Q2 | $2.99M | Buy |
31,762
+458
| +1% | +$43.1K | 1.32% | 16 |
|
|
2020
Q1 | $2.82M | Sell |
31,304
-1,014
| -3% | -$91.3K | 1.43% | 17 |
|
|
2019
Q4 | $4.51M | Sell |
32,318
-275
| -0.8% | -$38.3K | 1.83% | 9 |
|
|
2019
Q3 | $3.84M | Buy |
32,593
+1,596
| +5% | +$188K | 1.62% | 11 |
|
|
2019
Q2 | $3.47K | Buy |
30,997
+914
| +3% | +$102 | 1.48% | 18 |
|
|
2019
Q1 | $3.05K | Sell |
30,083
-125
| -0.4% | -$13 | 1.31% | 25 |
|
|
2018
Q4 | $2.95K | Sell |
30,208
-192
| -0.6% | -$19 | 1.4% | 23 |
|
|
2018
Q3 | $3.43M | Buy |
30,400
+22
| +0.1% | +$2.48K | 1.37% | 20 |
|
|
2018
Q2 | $3.17M | Sell |
30,378
-395
| -1% | -$41.2K | 1.35% | 22 |
|
|
2018
Q1 | $3.38M | Sell |
30,773
-2,586
| -8% | -$284K | 1.45% | 18 |
|
|
2017
Q4 | $3.57M | Sell |
33,359
-4,040
| -11% | -$432K | 1.43% | 17 |
|
|
2017
Q3 | $3.57K | Buy |
37,399
+1,090
| +3% | +$104 | 1.51% | 15 |
|
|
2017
Q2 | $3.32K | Sell |
36,309
-1,551
| -4% | -$142 | 1.47% | 16 |
|
|
2017
Q1 | $3.33K | Sell |
37,860
-7,121
| -16% | -$625 | 1.47% | 16 |
|
|
2016
Q4 | $3.88M | Sell |
44,981
-7,384
| -14% | -$637K | 1.68% | 15 |
|
|
2016
Q3 | $3.49M | Sell |
52,365
-8,301
| -14% | -$553K | 1.52% | 15 |
|
|
2016
Q2 | $3.77M | Sell |
60,666
-2,716
| -4% | -$169K | 1.55% | 16 |
|
|
2016
Q1 | $3.75M | Sell |
63,382
-11,590
| -15% | -$686K | 1.56% | 16 |
|
|
2015
Q4 | $4.95M | Sell |
74,972
-6,785
| -8% | -$448K | 1.92% | 11 |
|
|
2015
Q3 | $4.99M | Sell |
81,757
-902
| -1% | -$55K | 1.91% | 11 |
|
|
2015
Q2 | $5.6M | Sell |
82,659
-4,664
| -5% | -$316K | 1.97% | 8 |
|
|
2015
Q1 | $5.29M | Buy |
+87,323
| New | +$5.29M | 1.81% | 11 |
|