First 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 | $2.96M | Sell |
10,202
-307
| -3% | -$89K | 0.53% | 47 |
|
|
2025
Q1 | $2.58M | Sell |
10,509
-130
| -1% | -$31.9K | 0.5% | 51 |
|
|
2024
Q4 | $2.55M | Sell |
10,639
-95
| -0.9% | -$22.8K | 0.49% | 49 |
|
|
2024
Q3 | $2.26M | Sell |
10,734
-378
| -3% | -$79.7K | 0.43% | 53 |
|
|
2024
Q2 | $2.25M | Sell |
11,112
-1,654
| -13% | -$335K | 0.46% | 50 |
|
|
2024
Q1 | $2.56M | Sell |
12,766
-553
| -4% | -$111K | 0.53% | 46 |
|
|
2023
Q4 | $2.27M | Sell |
13,319
-1,547
| -10% | -$263K | 0.55% | 43 |
|
|
2023
Q3 | $2.16M | Sell |
14,866
-272
| -2% | -$39.4K | 0.56% | 41 |
|
|
2023
Q2 | $2.2M | Sell |
15,138
-1,117
| -7% | -$162K | 0.56% | 45 |
|
|
2023
Q1 | $2.12M | Sell |
16,255
-3,887
| -19% | -$507K | 0.56% | 38 |
|
|
2022
Q4 | $2.7M | Buy |
20,142
+10,668
| +113% | +$1.43M | 0.75% | 24 |
|
|
2022
Q3 | $990K | Buy |
9,474
+5,174
| +120% | +$541K | 0.36% | 75 |
|
|
2022
Q2 | $485K | Sell |
4,300
-1,085
| -20% | -$122K | 0.16% | 99 |
|
|
2022
Q1 | $734K | Sell |
5,385
-1,508
| -22% | -$206K | 0.23% | 85 |
|
|
2021
Q4 | $1.09M | Sell |
6,893
-2,732
| -28% | -$432K | 0.46% | 66 |
|
|
2021
Q3 | $1.58M | Sell |
9,625
-186
| -2% | -$30.4K | 0.72% | 38 |
|
|
2021
Q2 | $1.53M | Buy |
9,811
+17
| +0.2% | +$2.64K | 0.74% | 36 |
|
|
2021
Q1 | $1.49M | Sell |
9,794
-143
| -1% | -$21.8K | 0.75% | 37 |
|
|
2020
Q4 | $1.26M | Buy |
9,937
+4,710
| +90% | +$599K | 0.8% | 36 |
|
|
2020
Q3 | $503K | Sell |
5,227
-162
| -3% | -$15.6K | 0.33% | 75 |
|
|
2020
Q2 | $507K | Sell |
5,389
-554
| -9% | -$52.1K | 0.38% | 72 |
|
|
2020
Q1 | $535K | Sell |
5,943
-165
| -3% | -$14.9K | 0.48% | 69 |
|
|
2019
Q4 | $851K | Sell |
6,108
-1,034
| -14% | -$144K | 0.62% | 51 |
|
|
2019
Q3 | $840K | Buy |
7,142
+1,726
| +32% | +$203K | 0.63% | 50 |
|
|
2019
Q2 | $606K | Buy |
5,416
+224
| +4% | +$25.1K | 0.48% | 67 |
|
|
2019
Q1 | $526K | Sell |
5,192
-134
| -3% | -$13.6K | 0.41% | 75 |
|
|
2018
Q4 | $520K | Buy |
5,326
+249
| +5% | +$24.3K | 0.44% | 67 |
|
|
2018
Q3 | $582K | Hold |
5,077
| – | – | 0.44% | 76 |
|
|
2018
Q2 | $529K | Buy |
5,077
+270
| +6% | +$28.1K | 0.41% | 77 |
|
|
2018
Q1 | $529K | Buy |
4,807
+5
| +0.1% | +$550 | 0.42% | 73 |
|
|
2017
Q4 | $514K | Sell |
4,802
-176
| -4% | -$18.8K | 0.4% | 71 |
|
|
2017
Q3 | $476K | Sell |
4,978
-219
| -4% | -$20.9K | 0.39% | 73 |
|
|
2017
Q2 | $475K | Sell |
5,197
-507
| -9% | -$46.3K | 0.4% | 72 |
|
|
2017
Q1 | $501K | Buy |
5,704
+408
| +8% | +$35.8K | 0.43% | 64 |
|
|
2016
Q4 | $457K | Buy |
+5,296
| New | +$457K | 0.42% | 67 |
|