Exchange 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 | $3.19M | Sell |
10,992
-254
| -2% | -$73.6K | 2.52% | 9 |
|
|
2025
Q1 | $2.76M | Buy |
11,246
+76
| +0.7% | +$18.6K | 2.23% | 12 |
|
|
2024
Q4 | $2.68M | Buy |
11,170
+21
| +0.2% | +$5.03K | 2.15% | 13 |
|
|
2024
Q3 | $2.35M | Sell |
11,149
-1,256
| -10% | -$265K | 1.92% | 14 |
|
|
2024
Q2 | $2.51M | Sell |
12,405
-130
| -1% | -$26.3K | 2.13% | 12 |
|
|
2024
Q1 | $2.51M | Sell |
12,535
-81
| -0.6% | -$16.2K | 2.06% | 12 |
|
|
2023
Q4 | $2.15M | Sell |
12,616
-1,104
| -8% | -$188K | 1.86% | 13 |
|
|
2023
Q3 | $1.99M | Buy |
13,720
+373
| +3% | +$54.1K | 1.91% | 13 |
|
|
2023
Q2 | $1.94M | Buy |
+13,347
| New | +$1.94M | 1.88% | 14 |
|