Country Club 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 | $17.2M | Sell |
59,781
-390
| -0.6% | -$112K | 1.08% | 18 |
|
2025
Q1 | $14.6M | Sell |
60,171
-6,864
| -10% | -$1.67M | 0.98% | 22 |
|
2024
Q4 | $16M | Buy |
67,035
+505
| +0.8% | +$121K | 1.07% | 19 |
|
2024
Q3 | $14M | Sell |
66,530
-1,903
| -3% | -$401K | 0.94% | 26 |
|
2024
Q2 | $13.6M | Sell |
68,433
-579
| -0.8% | -$115K | 0.95% | 26 |
|
2024
Q1 | $13.8M | Sell |
69,012
-1,697
| -2% | -$340K | 0.98% | 25 |
|
2023
Q4 | $12M | Sell |
70,709
-1,065
| -1% | -$181K | 0.91% | 26 |
|
2023
Q3 | $10.6M | Sell |
71,774
-546
| -0.8% | -$80.6K | 0.86% | 31 |
|
2023
Q2 | $10.4M | Sell |
72,320
-3,800
| -5% | -$545K | 0.82% | 37 |
|
2023
Q1 | $9.8M | Buy |
76,120
+9,858
| +15% | +$1.27M | 0.81% | 40 |
|
2022
Q4 | $8.89M | Buy |
66,262
+29,804
| +82% | +$4M | 0.77% | 45 |
|
2022
Q3 | $3.87M | Buy |
36,458
+2,518
| +7% | +$267K | 0.37% | 80 |
|
2022
Q2 | $3.91M | Buy |
33,940
+1,465
| +5% | +$169K | 0.36% | 81 |
|
2022
Q1 | $4.56M | Buy |
+32,475
| New | +$4.56M | 0.4% | 71 |
|