Farmers & Merchants Trust Company’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 | $13.7M | Buy |
47,354
+4,859
| +11% | +$1.41M | 2.91% | 7 |
|
2025
Q1 | $10.4M | Sell |
42,495
-1,094
| -3% | -$268K | 2.64% | 7 |
|
2024
Q4 | $10.4M | Sell |
43,589
-767
| -2% | -$184K | 2.59% | 8 |
|
2024
Q3 | $9.35M | Buy |
44,356
+790
| +2% | +$167K | 2.29% | 10 |
|
2024
Q2 | $8.81M | Sell |
43,566
-1,835
| -4% | -$371K | 2.29% | 10 |
|
2024
Q1 | $9.09M | Sell |
45,401
-918
| -2% | -$184K | 2.25% | 10 |
|
2023
Q4 | $7.88M | Buy |
46,319
+5,568
| +14% | +$947K | 2.08% | 10 |
|
2023
Q3 | $5.91M | Sell |
40,751
-1,607
| -4% | -$233K | 1.74% | 13 |
|
2023
Q2 | $6.16M | Sell |
42,358
-223
| -0.5% | -$32.4K | 1.65% | 15 |
|
2023
Q1 | $5.55M | Sell |
42,581
-1,669
| -4% | -$217K | 1.54% | 15 |
|
2022
Q4 | $5.93M | Sell |
44,250
-1,378
| -3% | -$185K | 1.67% | 11 |
|
2022
Q3 | $4.77M | Buy |
45,628
+278
| +0.6% | +$29.1K | 1.49% | 13 |
|
2022
Q2 | $5.11M | Buy |
45,350
+440
| +1% | +$49.5K | 1.56% | 12 |
|
2022
Q1 | $6.12M | Sell |
44,910
-398
| -0.9% | -$54.3K | 1.59% | 12 |
|
2021
Q4 | $7.18M | Buy |
45,308
+233
| +0.5% | +$36.9K | 1.75% | 9 |
|
2021
Q3 | $7.38M | Buy |
45,075
+590
| +1% | +$96.6K | 1.94% | 8 |
|
2021
Q2 | $6.92M | Buy |
44,485
+609
| +1% | +$94.7K | 1.88% | 9 |
|
2021
Q1 | $6.68M | Buy |
43,876
+1,313
| +3% | +$200K | 2.25% | 8 |
|
2020
Q4 | $5.41M | Buy |
42,563
+305
| +0.7% | +$38.8K | 2% | 9 |
|
2020
Q3 | $4.07M | Sell |
42,258
-10
| -0% | -$963 | 1.66% | 12 |
|
2020
Q2 | $3.98M | Buy |
42,268
+1,846
| +5% | +$174K | 1.79% | 12 |
|
2020
Q1 | $3.64M | Buy |
40,422
+644
| +2% | +$58K | 1.97% | 9 |
|
2019
Q4 | $5.55M | Buy |
39,778
+217
| +0.5% | +$30.3K | 2.32% | 6 |
|
2019
Q3 | $4.66M | Buy |
39,561
+358
| +0.9% | +$42.1K | 2.04% | 7 |
|
2019
Q2 | $4.38M | Buy |
39,203
+1,641
| +4% | +$183K | 1.96% | 9 |
|
2019
Q1 | $3.8M | Buy |
37,562
+481
| +1% | +$48.7K | 1.73% | 10 |
|
2018
Q4 | $3.62M | Buy |
+37,081
| New | +$3.62M | 1.81% | 12 |
|