First Bancorp’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 | $1.59M | Buy |
5,492
+402
| +8% | +$117K | 0.91% | 23 |
|
|
2025
Q1 | $1.25M | Buy |
5,090
+3
| +0.1% | +$736 | 0.81% | 30 |
|
|
2024
Q4 | $1.22M | Sell |
5,087
-5
| -0.1% | -$1.2K | 0.83% | 26 |
|
|
2024
Q3 | $1.07M | Sell |
5,092
-535
| -10% | -$113K | 0.75% | 33 |
|
|
2024
Q2 | $1.14M | Buy |
5,627
+35
| +0.6% | +$7.08K | 0.84% | 30 |
|
|
2024
Q1 | $1.12M | Buy |
5,592
+75
| +1% | +$15K | 0.85% | 28 |
|
|
2023
Q4 | $938K | Sell |
5,517
-22
| -0.4% | -$3.74K | 0.74% | 29 |
|
|
2023
Q3 | $803K | Sell |
5,539
-104
| -2% | -$15.1K | 0.7% | 33 |
|
|
2023
Q2 | $821K | Sell |
5,643
-64
| -1% | -$9.31K | 0.68% | 36 |
|
|
2023
Q1 | $744K | Buy |
5,707
+232
| +4% | +$30.2K | 0.64% | 38 |
|
|
2022
Q4 | $734K | Sell |
5,475
-68
| -1% | -$9.12K | 0.62% | 40 |
|
|
2022
Q3 | $579K | Sell |
5,543
-70
| -1% | -$7.31K | 0.52% | 46 |
|
|
2022
Q2 | $632K | Buy |
5,613
+625
| +13% | +$70.4K | 0.6% | 39 |
|
|
2022
Q1 | $680K | Buy |
4,988
+66
| +1% | +$9K | 0.62% | 36 |
|
|
2021
Q4 | $779K | Buy |
4,922
+65
| +1% | +$10.3K | 0.68% | 33 |
|
|
2021
Q3 | $795K | Buy |
+4,857
| New | +$795K | 0.75% | 32 |
|
|
2021
Q1 | $744K | Buy |
+4,888
| New | +$744K | 0.73% | 31 |
|