CNBTD
Citizens National Bank Trust Department’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
40,731
+1,450
| +4% | +$420K | 2.36% | 6 |
|
|
2025
Q1 | $9.64M | Sell |
39,281
-10
| -0% | -$2.45K | 2.06% | 9 |
|
|
2024
Q4 | $9.42M | Sell |
39,291
-428
| -1% | -$103K | 1.99% | 7 |
|
|
2024
Q3 | $8.38M | Sell |
39,719
-45
| -0.1% | -$9.49K | 1.76% | 15 |
|
|
2024
Q2 | $8.04M | Buy |
39,764
+128
| +0.3% | +$25.9K | 1.79% | 15 |
|
|
2024
Q1 | $7.94M | Sell |
39,636
-380
| -0.9% | -$76.1K | 1.84% | 13 |
|
|
2023
Q4 | $6.81M | Sell |
40,016
-375
| -0.9% | -$63.8K | 1.73% | 15 |
|
|
2023
Q3 | $5.86M | Sell |
40,391
-1,132
| -3% | -$164K | 1.61% | 20 |
|
|
2023
Q2 | $6.04M | Sell |
41,523
-3,990
| -9% | -$580K | 1.6% | 18 |
|
|
2023
Q1 | $5.93M | Sell |
45,513
-785
| -2% | -$102K | 1.65% | 17 |
|
|
2022
Q4 | $6.21M | Sell |
46,298
-1,155
| -2% | -$155K | 1.75% | 14 |
|
|
2022
Q3 | $4.96M | Sell |
47,453
-2,210
| -4% | -$231K | 1.53% | 18 |
|
|
2022
Q2 | $5.59M | Buy |
49,663
+20,760
| +72% | +$2.34M | 1.61% | 15 |
|
|
2022
Q1 | $3.45M | Buy |
28,903
+1,625
| +6% | +$194K | 1.39% | 22 |
|
|
2021
Q4 | $4.32M | Sell |
27,278
-20,165
| -43% | -$3.19M | 1.64% | 17 |
|
|
2021
Q3 | $7.77M | Sell |
47,443
-77
| -0.2% | -$12.6K | 2.21% | 7 |
|
|
2021
Q2 | $7.39M | Sell |
47,520
-1,230
| -3% | -$191K | 2.11% | 10 |
|
|
2021
Q1 | $7.42M | Buy |
48,750
+80
| +0.2% | +$12.2K | 2.26% | 8 |
|
|
2020
Q4 | $6.19M | Buy |
48,670
+450
| +0.9% | +$57.2K | 2.02% | 12 |
|
|
2020
Q3 | $4.64M | Hold |
48,220
| – | – | 1.81% | 13 |
|
|
2020
Q2 | $4.54M | Buy |
48,220
+175
| +0.4% | +$16.5K | 1.94% | 13 |
|
|
2020
Q1 | $4.33M | Buy |
+48,045
| New | +$4.33M | 2.31% | 11 |
|