Equitable 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 | $16.9M | Sell |
58,209
-1,996
| -3% | -$579K | 0.84% | 30 |
|
|
2025
Q1 | $14.8M | Buy |
60,205
+312
| +0.5% | +$76.5K | 0.82% | 30 |
|
|
2024
Q4 | $14.4M | Buy |
59,893
+1,325
| +2% | +$318K | 0.8% | 29 |
|
|
2024
Q3 | $12.3M | Buy |
58,568
+1,598
| +3% | +$337K | 0.79% | 27 |
|
|
2024
Q2 | $11.5M | Buy |
56,970
+2,200
| +4% | +$445K | 0.79% | 30 |
|
|
2024
Q1 | $11M | Buy |
54,770
+6,978
| +15% | +$1.4M | 0.76% | 28 |
|
|
2023
Q4 | $8.13M | Sell |
47,792
-1,173
| -2% | -$200K | 0.61% | 38 |
|
|
2023
Q3 | $7.1M | Buy |
48,965
+2,222
| +5% | +$322K | 0.59% | 36 |
|
|
2023
Q2 | $6.8M | Sell |
46,743
-22
| -0% | -$3.2K | 0.52% | 36 |
|
|
2023
Q1 | $6.09M | Buy |
46,765
+17
| +0% | +$2.22K | 0.48% | 39 |
|
|
2022
Q4 | $6.27M | Buy |
46,748
+11,937
| +34% | +$1.6M | 0.49% | 41 |
|
|
2022
Q3 | $3.64M | Buy |
34,811
+1,200
| +4% | +$125K | 0.3% | 73 |
|
|
2022
Q2 | $3.79M | Sell |
33,611
-3,218
| -9% | -$362K | 0.28% | 73 |
|
|
2022
Q1 | $5.02M | Buy |
36,829
+1,691
| +5% | +$231K | 0.32% | 73 |
|
|
2021
Q4 | $5.56M | Buy |
35,138
+3,125
| +10% | +$495K | 0.34% | 79 |
|
|
2021
Q3 | $5.24M | Sell |
32,013
-40
| -0.1% | -$6.55K | 0.33% | 82 |
|
|
2021
Q2 | $4.99M | Buy |
32,053
+1,075
| +3% | +$167K | 0.32% | 81 |
|
|
2021
Q1 | $4.72M | Buy |
30,978
+2,723
| +10% | +$415K | 0.35% | 81 |
|
|
2020
Q4 | $3.59M | Buy |
28,255
+3,017
| +12% | +$383K | 0.27% | 99 |
|
|
2020
Q3 | $2.43M | Buy |
25,238
+3,914
| +18% | +$377K | 0.21% | 112 |
|
|
2020
Q2 | $2.01M | Sell |
21,324
-12,478
| -37% | -$1.17M | 0.18% | 108 |
|
|
2020
Q1 | $3.04M | Sell |
33,802
-23,011
| -41% | -$2.07M | 0.33% | 81 |
|
|
2019
Q4 | $7.92M | Sell |
56,813
-1,063
| -2% | -$148K | 0.77% | 33 |
|
|
2019
Q3 | $6.81M | Buy |
57,876
+1,918
| +3% | +$226K | 0.72% | 38 |
|
|
2019
Q2 | $6.26M | Sell |
55,958
-3,569
| -6% | -$399K | 0.66% | 41 |
|
|
2019
Q1 | $6.03M | Buy |
59,527
+37
| +0.1% | +$3.75K | 0.7% | 40 |
|
|
2018
Q4 | $5.81M | Buy |
59,490
+3,319
| +6% | +$324K | 0.77% | 39 |
|
|
2018
Q3 | $6.34M | Buy |
56,171
+5,285
| +10% | +$596K | 0.74% | 35 |
|
|
2018
Q2 | $5.3M | Buy |
+50,886
| New | +$5.3M | 0.67% | 43 |
|