Family Capital 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 | $14.5M | Sell |
49,894
-2,109
| -4% | -$611K | 5.01% | 3 |
|
|
2025
Q1 | $12.8M | Sell |
52,003
-244
| -0.5% | -$59.9K | 4.57% | 4 |
|
|
2024
Q4 | $12.5M | Sell |
52,247
-1,877
| -3% | -$450K | 4.24% | 5 |
|
|
2024
Q3 | $11.4M | Sell |
54,124
-209
| -0.4% | -$44.1K | 3.67% | 5 |
|
|
2024
Q2 | $11M | Sell |
54,333
-546
| -1% | -$110K | 3.59% | 5 |
|
|
2024
Q1 | $11M | Sell |
54,879
-987
| -2% | -$198K | 3.77% | 3 |
|
|
2023
Q4 | $9.5M | Sell |
55,866
-227
| -0.4% | -$38.6K | 3% | 6 |
|
|
2023
Q3 | $8.13M | Sell |
56,093
-551
| -1% | -$79.9K | 2.88% | 6 |
|
|
2023
Q2 | $8.24M | Sell |
56,644
-77
| -0.1% | -$11.2K | 2.87% | 6 |
|
|
2023
Q1 | $7.39M | Sell |
56,721
-229
| -0.4% | -$29.8K | 2.86% | 7 |
|
|
2022
Q4 | $7.64M | Sell |
56,950
-67
| -0.1% | -$8.99K | 3.1% | 5 |
|
|
2022
Q3 | $5.96M | Sell |
57,017
-60
| -0.1% | -$6.27K | 2.73% | 12 |
|
|
2022
Q2 | $6.43M | Buy |
57,077
+730
| +1% | +$82.2K | 2.55% | 11 |
|
|
2022
Q1 | $7.68M | Sell |
56,347
-166
| -0.3% | -$22.6K | 2.49% | 9 |
|
|
2021
Q4 | $8.95M | Buy |
56,513
+319
| +0.6% | +$50.5K | 2.5% | 8 |
|
|
2021
Q3 | $9.2M | Buy |
56,194
+148
| +0.3% | +$24.2K | 2.62% | 6 |
|
|
2021
Q2 | $8.72M | Sell |
56,046
-247
| -0.4% | -$38.4K | 2.46% | 7 |
|
|
2021
Q1 | $8.57M | Sell |
56,293
-188
| -0.3% | -$28.6K | 2.69% | 5 |
|
|
2020
Q4 | $7.18M | Hold |
56,481
| – | – | 2.22% | 8 |
|
|
2020
Q3 | $5.44M | Sell |
56,481
-232
| -0.4% | -$22.3K | 1.77% | 15 |
|
|
2020
Q2 | $5.33M | Buy |
56,713
+673
| +1% | +$63.3K | 1.9% | 14 |
|
|
2020
Q1 | $6.51M | Sell |
56,040
-38
| -0.1% | -$4.41K | 2.55% | 3 |
|
|
2019
Q4 | $7.82M | Sell |
56,078
-760
| -1% | -$106K | 2.94% | 3 |
|
|
2019
Q3 | $6.69M | Buy |
56,838
+405
| +0.7% | +$47.7K | 2.74% | 5 |
|
|
2019
Q2 | $6.31M | Buy |
56,433
+341
| +0.6% | +$38.1K | 2.53% | 6 |
|
|
2019
Q1 | $5.68M | Buy |
56,092
+160
| +0.3% | +$16.2K | 2.4% | 6 |
|
|
2018
Q4 | $5.46M | Sell |
55,932
-1,285
| -2% | -$125K | 2.63% | 6 |
|
|
2018
Q3 | $6.46M | Sell |
57,217
-4,925
| -8% | -$556K | 2.7% | 5 |
|
|
2018
Q2 | $6.48M | Sell |
62,142
-626
| -1% | -$65.2K | 2.88% | 4 |
|
|
2018
Q1 | $6.9M | Sell |
62,768
-2,685
| -4% | -$295K | 3.15% | 4 |
|
|
2017
Q4 | $7M | Sell |
65,453
-580
| -0.9% | -$62K | 3.29% | 3 |
|
|
2017
Q3 | $6.31M | Sell |
66,033
-35
| -0.1% | -$3.34K | 3.19% | 4 |
|
|
2017
Q2 | $6.04M | Hold |
66,068
| – | – | 3.12% | 3 |
|
|
2017
Q1 | $5.75M | Sell |
66,068
-2,560
| -4% | -$223K | 3.05% | 3 |
|
|
2016
Q4 | $5.92M | Sell |
68,628
-10,041
| -13% | -$866K | 3.41% | 2 |
|
|
2016
Q3 | $5.24M | Sell |
78,669
-650
| -0.8% | -$43.3K | 2.97% | 6 |
|
|
2016
Q2 | $4.93M | Sell |
79,319
-10,462
| -12% | -$650K | 2.92% | 7 |
|
|
2016
Q1 | $5.32M | Buy |
89,781
+12,252
| +16% | +$726K | 3.08% | 5 |
|
|
2015
Q4 | $5.12M | Buy |
77,529
+280
| +0.4% | +$18.5K | 2.79% | 10 |
|
|
2015
Q3 | $4.71M | Buy |
77,249
+3,305
| +4% | +$202K | 2.73% | 10 |
|
|
2015
Q2 | $5.01M | Buy |
73,944
+640
| +0.9% | +$43.4K | 2.81% | 7 |
|
|
2015
Q1 | $4.44M | Buy |
73,304
+563
| +0.8% | +$34.1K | 2.46% | 10 |
|
|
2014
Q4 | $4.55M | Buy |
72,741
+1,510
| +2% | +$94.5K | 2.37% | 9 |
|
|
2014
Q3 | $4.29M | Buy |
71,231
+2,325
| +3% | +$140K | 2.36% | 10 |
|
|
2014
Q2 | $3.97M | Buy |
68,906
+1,025
| +2% | +$59.1K | 2.04% | 11 |
|
|
2014
Q1 | $4.12M | Buy |
67,881
+875
| +1% | +$53.1K | 2.24% | 9 |
|
|
2013
Q4 | $3.92M | Buy |
67,006
+13,300
| +25% | +$778K | 2.13% | 11 |
|
|
2013
Q3 | $2.78M | Buy |
53,706
+1,341
| +3% | +$69.3K | 1.67% | 18 |
|
|
2013
Q2 | $2.76M | Buy |
+52,365
| New | +$2.76M | 1.76% | 16 |
|