CoreFirst Bank & 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 | $2.39M | Sell |
8,246
-368
| -4% | -$107K | 1.35% | 20 |
|
|
2025
Q1 | $2.11M | Sell |
8,614
-1,243
| -13% | -$305K | 1.36% | 25 |
|
|
2024
Q4 | $2.36M | Sell |
9,857
-276
| -3% | -$66.2K | 1.4% | 20 |
|
|
2024
Q3 | $2.14M | Sell |
10,133
-205
| -2% | -$43.2K | 1.23% | 24 |
|
|
2024
Q2 | $2.09M | Sell |
10,338
-53
| -0.5% | -$10.7K | 1.41% | 20 |
|
|
2024
Q1 | $2.08M | Sell |
10,391
-289
| -3% | -$57.9K | 1.3% | 22 |
|
|
2023
Q4 | $1.82M | Sell |
10,680
-134
| -1% | -$22.8K | 1.21% | 21 |
|
|
2023
Q3 | $1.57M | Sell |
10,814
-33
| -0.3% | -$4.79K | 1.11% | 22 |
|
|
2023
Q2 | $1.58M | Sell |
10,847
-678
| -6% | -$98.6K | 1.11% | 20 |
|
|
2023
Q1 | $1.5M | Sell |
11,525
-548
| -5% | -$71.4K | 1.09% | 21 |
|
|
2022
Q4 | $1.62M | Buy |
12,073
+258
| +2% | +$34.6K | 1.23% | 16 |
|
|
2022
Q3 | $1.24M | Sell |
11,815
-255
| -2% | -$26.7K | 1.07% | 23 |
|
|
2022
Q2 | $1.36M | Sell |
12,070
-290
| -2% | -$32.7K | 1.07% | 19 |
|
|
2022
Q1 | $1.69M | Buy |
12,360
+453
| +4% | +$61.8K | 1.15% | 17 |
|
|
2021
Q4 | $1.89M | Sell |
11,907
-369
| -3% | -$58.4K | 1.22% | 16 |
|
|
2021
Q3 | $2.01M | Sell |
12,276
-1,353
| -10% | -$221K | 1.39% | 12 |
|
|
2021
Q2 | $2.12M | Sell |
13,629
-513
| -4% | -$79.8K | 1.44% | 11 |
|
|
2021
Q1 | $2.15M | Sell |
14,142
-11
| -0.1% | -$1.68K | 1.48% | 11 |
|
|
2020
Q4 | $1.8M | Buy |
+14,153
| New | +$1.8M | 1.33% | 12 |
|