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