City State Bank’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 | $2.48M | Sell |
8,538
-129
| -1% | -$37.4K | 0.78% | 29 |
|
2025
Q1 | $2.13M | Buy |
8,667
+34
| +0.4% | +$8.34K | 0.7% | 33 |
|
2024
Q4 | $2.07M | Sell |
8,633
-75
| -0.9% | -$18K | 0.73% | 30 |
|
2024
Q3 | $1.84M | Sell |
8,708
-193
| -2% | -$40.7K | 0.67% | 38 |
|
2024
Q2 | $1.8M | Sell |
8,901
-174
| -2% | -$35.2K | 0.74% | 35 |
|
2024
Q1 | $1.82M | Buy |
9,075
+10
| +0.1% | +$2K | 0.8% | 32 |
|
2023
Q4 | $1.54M | Sell |
9,065
-85
| -0.9% | -$14.5K | 0.77% | 30 |
|
2023
Q3 | $1.33M | Sell |
9,150
-10
| -0.1% | -$1.45K | 0.73% | 34 |
|
2023
Q2 | $1.33M | Sell |
9,160
-116
| -1% | -$16.9K | 0.72% | 36 |
|
2023
Q1 | $1.21M | Sell |
9,276
-63
| -0.7% | -$8.21K | 0.69% | 36 |
|
2022
Q4 | $1.25M | Buy |
9,339
+112
| +1% | +$15K | 0.77% | 31 |
|
2022
Q3 | $964K | Buy |
9,227
+306
| +3% | +$32K | 0.67% | 36 |
|
2022
Q2 | $1.01M | Buy |
8,921
+10
| +0.1% | +$1.13K | 0.7% | 35 |
|
2022
Q1 | $1.22M | Buy |
8,911
+477
| +6% | +$65K | 0.73% | 30 |
|
2021
Q4 | $1.34M | Buy |
+8,434
| New | +$1.34M | 0.82% | 23 |
|