CBB
Citizens Business Bank’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.99M | Buy |
30,994
+902
| +3% | +$261K | 1.75% | 13 |
|
|
2025
Q1 | $7.38M | Buy |
30,092
+9,820
| +48% | +$2.41M | 1.6% | 16 |
|
|
2024
Q4 | $7.09M | Sell |
20,272
-8,061
| -28% | -$2.82M | 1.33% | 22 |
|
|
2024
Q3 | $5.97M | Sell |
28,333
-664
| -2% | -$140K | 1.21% | 23 |
|
|
2024
Q2 | $5.86M | Sell |
28,997
-4,624
| -14% | -$935K | 1.24% | 22 |
|
|
2024
Q1 | $6.73M | Sell |
33,621
-545
| -2% | -$109K | 1.4% | 21 |
|
|
2023
Q4 | $5.81M | Sell |
34,166
-1,550
| -4% | -$264K | 1.28% | 22 |
|
|
2023
Q3 | $5.18M | Sell |
35,716
-16,643
| -32% | -$2.41M | 1.22% | 25 |
|
|
2023
Q2 | $7.62M | Sell |
52,359
-6,427
| -11% | -$935K | 1.7% | 15 |
|
|
2023
Q1 | $7.66M | Sell |
58,786
-1,306
| -2% | -$170K | 1.76% | 13 |
|
|
2022
Q4 | $8.06M | Sell |
60,092
-166
| -0.3% | -$22.3K | 1.84% | 12 |
|
|
2022
Q3 | $6.3M | Sell |
60,258
-32,394
| -35% | -$3.39M | 1.54% | 15 |
|
|
2022
Q2 | $10.4M | Sell |
92,652
-534
| -0.6% | -$60.1K | 1.48% | 10 |
|
|
2022
Q1 | $12.7M | Buy |
93,186
+4,698
| +5% | +$640K | 1.53% | 10 |
|
|
2021
Q4 | $14M | Buy |
88,488
+1,131
| +1% | +$179K | 1.72% | 10 |
|
|
2021
Q3 | $14.3M | Sell |
87,357
-8,810
| -9% | -$1.44M | 1.9% | 9 |
|
|
2021
Q2 | $15M | Sell |
96,167
-1,704
| -2% | -$265K | 1.97% | 9 |
|
|
2021
Q1 | $14.9M | Sell |
97,871
-5,145
| -5% | -$783K | 2.09% | 7 |
|
|
2020
Q4 | $13.1M | Sell |
103,016
-4,107
| -4% | -$522K | 1.93% | 8 |
|
|
2020
Q3 | $10.3M | Buy |
107,123
+8
| +0% | +$770 | 1.75% | 10 |
|
|
2020
Q2 | $10.1M | Sell |
107,115
-5,186
| -5% | -$488K | 1.78% | 10 |
|
|
2020
Q1 | $10.1M | Sell |
112,301
-15,143
| -12% | -$1.36M | 2.08% | 9 |
|
|
2019
Q4 | $17.8M | Sell |
127,444
-1,950
| -2% | -$272K | 2.93% | 4 |
|
|
2019
Q3 | $15.2M | Sell |
129,394
-4,095
| -3% | -$482K | 2.51% | 6 |
|
|
2019
Q2 | $14.9M | Sell |
133,489
-697
| -0.5% | -$77.9K | 2.47% | 6 |
|
|
2019
Q1 | $13.6M | Sell |
134,186
-329
| -0.2% | -$33.3K | 2.34% | 6 |
|
|
2018
Q4 | $13.1M | Sell |
134,515
-1,056
| -0.8% | -$103K | 2.53% | 5 |
|
|
2018
Q3 | $15.3M | Sell |
135,571
-764
| -0.6% | -$86.2K | 2.57% | 4 |
|
|
2018
Q2 | $14.2M | Sell |
136,335
-2,306
| -2% | -$240K | 2.46% | 5 |
|
|
2018
Q1 | $15.2M | Sell |
138,641
-4,500
| -3% | -$495K | 2.67% | 4 |
|
|
2017
Q4 | $15.3M | Sell |
143,141
-530
| -0.4% | -$56.7K | 2.5% | 7 |
|
|
2017
Q3 | $13.7M | Sell |
143,671
-1,275
| -0.9% | -$122K | 2.29% | 7 |
|
|
2017
Q2 | $13.2M | Sell |
144,946
-3,174
| -2% | -$290K | 2.2% | 8 |
|
|
2017
Q1 | $13M | Sell |
148,120
-6,701
| -4% | -$589K | 2.18% | 8 |
|
|
2016
Q4 | $13.4M | Sell |
154,821
-7,384
| -5% | -$637K | 2.38% | 6 |
|
|
2016
Q3 | $10.8M | Sell |
162,205
-363
| -0.2% | -$24.2K | 2.01% | 6 |
|
|
2016
Q2 | $10.1M | Buy |
162,568
+168
| +0.1% | +$10.4K | 1.9% | 7 |
|
|
2016
Q1 | $9.62M | Sell |
162,400
-2,031
| -1% | -$120K | 1.8% | 7 |
|
|
2015
Q4 | $10.9M | Sell |
164,431
-6,409
| -4% | -$423K | 2.11% | 6 |
|
|
2015
Q3 | $10.4M | Sell |
170,840
-27
| -0% | -$1.65K | 1.96% | 7 |
|
|
2015
Q2 | $11.6M | Sell |
170,867
-1,356
| -0.8% | -$91.9K | 2.02% | 6 |
|
|
2015
Q1 | $10.4M | Buy |
172,223
+8,061
| +5% | +$488K | 1.83% | 7 |
|
|
2014
Q4 | $10.3M | Buy |
164,162
+2,228
| +1% | +$139K | 1.86% | 6 |
|
|
2014
Q3 | $9.75M | Buy |
161,934
+2,212
| +1% | +$133K | 1.88% | 6 |
|
|
2014
Q2 | $9.2M | Sell |
159,722
-3,046
| -2% | -$176K | 1.76% | 6 |
|
|
2014
Q1 | $9.88M | Sell |
162,768
-38,499
| -19% | -$2.34M | 1.91% | 6 |
|
|
2013
Q4 | $11.8M | Buy |
201,267
+858
| +0.4% | +$50.2K | 2.37% | 5 |
|
|
2013
Q3 | $10.4M | Sell |
200,409
-5,445
| -3% | -$281K | 2.22% | 5 |
|
|
2013
Q2 | $10.9M | Buy |
+205,854
| New | +$10.9M | 2.42% | 4 |
|