FineMark National 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 | $55.9M | Buy |
192,827
+48,314
| +33% | +$14M | 1.9% | 9 |
|
|
2025
Q1 | $35.4M | Sell |
144,513
-4,008
| -3% | -$983K | 1.29% | 12 |
|
|
2024
Q4 | $35.6M | Sell |
148,521
-1,655
| -1% | -$397K | 1.24% | 13 |
|
|
2024
Q3 | $31.7M | Buy |
150,176
+2,916
| +2% | +$615K | 1.1% | 15 |
|
|
2024
Q2 | $29.8M | Sell |
147,260
-1,345
| -0.9% | -$272K | 1.1% | 16 |
|
|
2024
Q1 | $29.8M | Sell |
148,605
-886
| -0.6% | -$177K | 1.11% | 15 |
|
|
2023
Q4 | $25.4M | Sell |
149,491
-1,461
| -1% | -$249K | 1.04% | 15 |
|
|
2023
Q3 | $21.9M | Sell |
150,952
-1,745
| -1% | -$253K | 0.95% | 20 |
|
|
2023
Q2 | $22.2M | Buy |
152,697
+3,096
| +2% | +$450K | 0.91% | 19 |
|
|
2023
Q1 | $19.5M | Sell |
149,601
-1,299
| -0.9% | -$169K | 0.83% | 19 |
|
|
2022
Q4 | $20.2M | Buy |
150,900
+471
| +0.3% | +$63.2K | 0.91% | 20 |
|
|
2022
Q3 | $15.7M | Sell |
150,429
-33,092
| -18% | -$3.46M | 0.75% | 25 |
|
|
2022
Q2 | $20.7M | Sell |
183,521
-1,089
| -0.6% | -$123K | 0.91% | 15 |
|
|
2022
Q1 | $25.2M | Buy |
184,610
+2,688
| +1% | +$366K | 0.99% | 15 |
|
|
2021
Q4 | $28.8M | Buy |
181,922
+2,403
| +1% | +$381K | 1.09% | 13 |
|
|
2021
Q3 | $29.4M | Sell |
179,519
-289
| -0.2% | -$47.3K | 1.24% | 13 |
|
|
2021
Q2 | $28M | Buy |
179,808
+1,336
| +0.7% | +$208K | 1.14% | 15 |
|
|
2021
Q1 | $27.2M | Buy |
178,472
+1,191
| +0.7% | +$181K | 1.15% | 13 |
|
|
2020
Q4 | $22.5M | Sell |
177,281
-3,885
| -2% | -$494K | 1.01% | 15 |
|
|
2020
Q3 | $17.4M | Sell |
181,166
-5,762
| -3% | -$555K | 0.84% | 21 |
|
|
2020
Q2 | $17.6M | Buy |
186,928
+3,083
| +2% | +$290K | 0.97% | 20 |
|
|
2020
Q1 | $16.6M | Buy |
183,845
+4,640
| +3% | +$418K | 1.04% | 18 |
|
|
2019
Q4 | $25M | Buy |
179,205
+1,727
| +1% | +$241K | 1.25% | 10 |
|
|
2019
Q3 | $20.9M | Sell |
177,478
-216
| -0.1% | -$25.4K | 1.11% | 12 |
|
|
2019
Q2 | $19.9M | Buy |
177,694
+6,484
| +4% | +$725K | 1.1% | 13 |
|
|
2019
Q1 | $17.3M | Sell |
171,210
-4,776
| -3% | -$483K | 1.01% | 14 |
|
|
2018
Q4 | $17.2M | Buy |
175,986
+6,722
| +4% | +$656K | 1.16% | 12 |
|
|
2018
Q3 | $19.1M | Sell |
169,264
-10,666
| -6% | -$1.2M | 1.16% | 10 |
|
|
2018
Q2 | $18.7M | Buy |
179,930
+3,428
| +2% | +$357K | 1.14% | 11 |
|
|
2018
Q1 | $19.4M | Buy |
176,502
+31,985
| +22% | +$3.52M | 1.24% | 9 |
|
|
2017
Q4 | $15.5M | Sell |
144,517
-3,128
| -2% | -$335K | 0.98% | 14 |
|
|
2017
Q3 | $14.1M | Sell |
147,645
-1,159
| -0.8% | -$111K | 0.94% | 16 |
|
|
2017
Q2 | $13.6M | Buy |
148,804
+5,079
| +4% | +$464K | 0.98% | 14 |
|
|
2017
Q1 | $12.6M | Buy |
143,725
+1,860
| +1% | +$163K | 0.92% | 17 |
|
|
2016
Q4 | $12.2M | Sell |
141,865
-17,542
| -11% | -$1.51M | 0.98% | 13 |
|
|
2016
Q3 | $10.6M | Sell |
159,407
-43,588
| -21% | -$2.9M | 1.13% | 18 |
|
|
2016
Q2 | $12.6M | Buy |
202,995
+16,448
| +9% | +$1.02M | 1.41% | 12 |
|
|
2016
Q1 | $11M | Buy |
186,547
+2,572
| +1% | +$152K | 1.3% | 11 |
|
|
2015
Q4 | $12.1M | Buy |
183,975
+19,830
| +12% | +$1.31M | 1.45% | 10 |
|
|
2015
Q3 | $10M | Buy |
164,145
+24,379
| +17% | +$1.49M | 1.35% | 10 |
|
|
2015
Q2 | $9.47M | Buy |
139,766
+7,578
| +6% | +$514K | 1.24% | 12 |
|
|
2015
Q1 | $8.01M | Buy |
132,188
+11,999
| +10% | +$727K | 1.09% | 17 |
|
|
2014
Q4 | $7.52M | Buy |
120,189
+12,987
| +12% | +$813K | 1.11% | 13 |
|
|
2014
Q3 | $6.46M | Buy |
107,202
+6,787
| +7% | +$409K | 1.03% | 16 |
|
|
2014
Q2 | $5.79M | Buy |
100,415
+10,086
| +11% | +$581K | 0.98% | 20 |
|
|
2014
Q1 | $5.48M | Buy |
90,329
+5,012
| +6% | +$304K | 1.03% | 17 |
|
|
2013
Q4 | $4.99M | Sell |
85,317
-2,027
| -2% | -$119K | 1.03% | 16 |
|
|
2013
Q3 | $4.52M | Buy |
87,344
+14,069
| +19% | +$727K | 1.12% | 14 |
|
|
2013
Q2 | $3.87M | Buy |
+73,275
| New | +$3.87M | 1.16% | 16 |
|