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