First American 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 | $21.8M | Buy |
75,343
+9,174
| +14% | +$2.66M | 1.74% | 9 |
|
|
2025
Q1 | $16.2M | Sell |
66,169
-4,258
| -6% | -$1.04M | 1.49% | 14 |
|
|
2024
Q4 | $16.9M | Sell |
70,427
-36,415
| -34% | -$8.73M | 1.68% | 12 |
|
|
2024
Q3 | $22.5M | Sell |
106,842
-7,028
| -6% | -$1.48M | 2.23% | 8 |
|
|
2024
Q2 | $23M | Buy |
113,870
+5,855
| +5% | +$1.18M | 2.31% | 9 |
|
|
2024
Q1 | $21.6M | Buy |
108,015
+3,011
| +3% | +$603K | 2.27% | 8 |
|
|
2023
Q4 | $17.9M | Buy |
105,004
+4,215
| +4% | +$717K | 2.21% | 9 |
|
|
2023
Q3 | $14.6M | Sell |
100,789
-1,821
| -2% | -$264K | 2.07% | 10 |
|
|
2023
Q2 | $14.9M | Sell |
102,610
-139
| -0.1% | -$20.2K | 2.06% | 10 |
|
|
2023
Q1 | $13.4M | Buy |
102,749
+1,104
| +1% | +$144K | 1.99% | 10 |
|
|
2022
Q4 | $13.6M | Buy |
101,645
+3,295
| +3% | +$442K | 2.11% | 11 |
|
|
2022
Q3 | $10.3M | Sell |
98,350
-1,413
| -1% | -$148K | 1.73% | 14 |
|
|
2022
Q2 | $11.2M | Buy |
99,763
+1,964
| +2% | +$221K | 1.78% | 14 |
|
|
2022
Q1 | $13.3M | Buy |
97,799
+3,605
| +4% | +$491K | 1.84% | 14 |
|
|
2021
Q4 | $14.9M | Buy |
94,194
+2,712
| +3% | +$429K | 2.04% | 11 |
|
|
2021
Q3 | $15M | Buy |
91,482
+3,495
| +4% | +$572K | 2.26% | 9 |
|
|
2021
Q2 | $13.7M | Sell |
87,987
-3,376
| -4% | -$525K | 2.15% | 10 |
|
|
2021
Q1 | $13.9M | Buy |
91,363
+3,329
| +4% | +$507K | 2.2% | 10 |
|
|
2020
Q4 | $11.2M | Buy |
88,034
+30,895
| +54% | +$3.93M | 1.86% | 12 |
|
|
2020
Q3 | $5.5M | Buy |
57,139
+675
| +1% | +$65K | 0.99% | 34 |
|
|
2020
Q2 | $5.31M | Buy |
56,464
+1,165
| +2% | +$110K | 1.04% | 27 |
|
|
2020
Q1 | $4.98M | Buy |
55,299
+400
| +0.7% | +$36K | 1.22% | 25 |
|
|
2019
Q4 | $7.65M | Buy |
54,899
+47
| +0.1% | +$6.55K | 1.46% | 17 |
|
|
2019
Q3 | $6.46M | Sell |
54,852
-2,561
| -4% | -$301K | 1.3% | 26 |
|
|
2019
Q2 | $6.42M | Sell |
57,413
-21,067
| -27% | -$2.36M | 1.33% | 24 |
|
|
2019
Q1 | $7.95M | Sell |
78,480
-15,458
| -16% | -$1.56M | 1.75% | 13 |
|
|
2018
Q4 | $9.17M | Buy |
93,938
+301
| +0.3% | +$29.4K | 2.31% | 9 |
|
|
2018
Q3 | $10.6M | Sell |
93,637
-132
| -0.1% | -$14.9K | 2.36% | 9 |
|
|
2018
Q2 | $9.77M | Buy |
93,769
+1,713
| +2% | +$179K | 2.3% | 8 |
|
|
2018
Q1 | $10.1M | Buy |
92,056
+60
| +0.1% | +$6.6K | 2.46% | 7 |
|
|
2017
Q4 | $9.84M | Buy |
91,996
+1,342
| +1% | +$144K | 2.42% | 7 |
|
|
2017
Q3 | $8.66M | Buy |
90,654
+1,545
| +2% | +$148K | 2.26% | 8 |
|
|
2017
Q2 | $8.15M | Sell |
89,109
-12,389
| -12% | -$1.13M | 2.27% | 8 |
|
|
2017
Q1 | $8.92M | Buy |
101,498
+10,535
| +12% | +$925K | 2.72% | 5 |
|
|
2016
Q4 | $7.85M | Buy |
90,963
+8,222
| +10% | +$709K | 2.43% | 5 |
|
|
2016
Q3 | $5.51M | Sell |
82,741
-16,746
| -17% | -$1.12M | 1.72% | 18 |
|
|
2016
Q2 | $6.18M | Sell |
99,487
-3,444
| -3% | -$214K | 2.18% | 13 |
|
|
2016
Q1 | $6.1M | Buy |
102,931
+2,629
| +3% | +$156K | 2.14% | 13 |
|
|
2015
Q4 | $6.62M | Buy |
100,302
+250
| +0.2% | +$16.5K | 2.44% | 5 |
|
|
2015
Q3 | $6.1M | Buy |
100,052
+1,064
| +1% | +$64.9K | 2.36% | 7 |
|
|
2015
Q2 | $6.71M | Sell |
98,988
-7,122
| -7% | -$483K | 2.48% | 5 |
|
|
2015
Q1 | $6.43M | Sell |
106,110
-814
| -0.8% | -$49.3K | 2.29% | 7 |
|
|
2014
Q4 | $6.69M | Sell |
106,924
-4,570
| -4% | -$286K | 2.48% | 7 |
|
|
2014
Q3 | $6.72M | Buy |
111,494
+367
| +0.3% | +$22.1K | 2.49% | 5 |
|
|
2014
Q2 | $6.4M | Sell |
111,127
-17,168
| -13% | -$989K | 2.43% | 9 |
|
|
2014
Q1 | $7.79M | Buy |
128,295
+7,474
| +6% | +$454K | 2.91% | 2 |
|
|
2013
Q4 | $7.07M | Sell |
120,821
-3,665
| -3% | -$214K | 2.39% | 4 |
|
|
2013
Q3 | $6.43M | Sell |
124,486
-19,352
| -13% | -$1M | 2.31% | 6 |
|
|
2013
Q2 | $7.59M | Buy |
+143,838
| New | +$7.59M | 2.85% | 4 |
|