Enterprise 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 | $8.56M | Sell |
29,540
-315
| -1% | -$91.3K | 3.2% | 8 |
|
|
2025
Q1 | $7.32M | Buy |
29,855
+308
| +1% | +$75.6K | 2.83% | 9 |
|
|
2024
Q4 | $7.08M | Buy |
29,547
+277
| +0.9% | +$66.4K | 2.33% | 10 |
|
|
2024
Q3 | $6.17M | Buy |
29,270
+122
| +0.4% | +$25.7K | 1.99% | 13 |
|
|
2024
Q2 | $5.9M | Buy |
29,148
+82
| +0.3% | +$16.6K | 2.01% | 14 |
|
|
2024
Q1 | $5.82M | Sell |
29,066
-1,211
| -4% | -$243K | 2% | 12 |
|
|
2023
Q4 | $5.15M | Buy |
30,277
+2,406
| +9% | +$409K | 1.83% | 11 |
|
|
2023
Q3 | $4.04M | Sell |
27,871
-196
| -0.7% | -$28.4K | 1.67% | 13 |
|
|
2023
Q2 | $4.08M | Buy |
28,067
+702
| +3% | +$102K | 1.56% | 14 |
|
|
2023
Q1 | $3.57M | Buy |
27,365
+931
| +4% | +$121K | 1.54% | 14 |
|
|
2022
Q4 | $3.54M | Buy |
26,434
+867
| +3% | +$116K | 1.68% | 15 |
|
|
2022
Q3 | $2.67M | Buy |
25,567
+138
| +0.5% | +$14.4K | 1.39% | 19 |
|
|
2022
Q2 | $2.86M | Sell |
25,429
-2,165
| -8% | -$244K | 1.3% | 21 |
|
|
2022
Q1 | $3.76M | Sell |
27,594
-1,794
| -6% | -$245K | 1.48% | 16 |
|
|
2021
Q4 | $4.65M | Buy |
29,388
+124
| +0.4% | +$19.6K | 1.63% | 16 |
|
|
2021
Q3 | $4.79M | Buy |
29,264
+179
| +0.6% | +$29.3K | 1.89% | 12 |
|
|
2021
Q2 | $4.52M | Sell |
29,085
-875
| -3% | -$136K | 1.79% | 14 |
|
|
2021
Q1 | $4.56M | Sell |
29,960
-1,546
| -5% | -$235K | 1.92% | 13 |
|
|
2020
Q4 | $4M | Sell |
31,506
-284
| -0.9% | -$36.1K | 1.72% | 15 |
|
|
2020
Q3 | $3.06M | Sell |
31,790
-1,231
| -4% | -$119K | 1.44% | 21 |
|
|
2020
Q2 | $3.11M | Buy |
33,021
+1,086
| +3% | +$102K | 1.55% | 18 |
|
|
2020
Q1 | $2.88M | Sell |
31,935
-1,833
| -5% | -$165K | 1.7% | 15 |
|
|
2019
Q4 | $4.71M | Buy |
33,768
+953
| +3% | +$133K | 2.11% | 10 |
|
|
2019
Q3 | $3.86M | Buy |
32,815
+6,336
| +24% | +$746K | 1.88% | 10 |
|
|
2019
Q2 | $2.96M | Buy |
26,479
+2,261
| +9% | +$253K | 1.53% | 14 |
|
|
2019
Q1 | $2.45M | Buy |
+24,218
| New | +$2.45M | 1.01% | 27 |
|