First Business Financial Services’s JPMorgan Chase JPM Stock Holding History

First Business Financial Services’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.84M	Buy	33,950 +878	+3%	+$255K	0.89%	15
2025 Q1	$8.11M	Buy	33,072 +1,717	+5%	+$421K	0.8%	14
2024 Q4	$7.52M	Buy	31,355 +448	+1%	+$107K	0.74%	16
2024 Q3	$6.52M	Buy	30,907 +712	+2%	+$150K	0.65%	16
2024 Q2	$6.11M	Buy	30,195 +1,093	+4%	+$221K	0.65%	16
2024 Q1	$5.83M	Sell	29,102 -708	-2%	-$142K	0.63%	15
2023 Q4	$5.07M	Buy	29,810 +437	+1%	+$74.3K	0.59%	14
2023 Q3	$4.26M	Buy	29,373 +906	+3%	+$131K	0.54%	15
2023 Q2	$4.14M	Buy	28,467 +179	+0.6%	+$26K	0.51%	16
2023 Q1	$3.69M	Buy	28,288 +692	+3%	+$90.2K	0.46%	18
2022 Q4	$3.7M	Buy	27,596 +266	+1%	+$35.7K	0.5%	16
2022 Q3	$2.86M	Buy	27,330 +1,495	+6%	+$156K	0.41%	18
2022 Q2	$2.91M	Sell	25,835 -557	-2%	-$62.7K	0.39%	19
2022 Q1	$3.6M	Buy	26,392 +582	+2%	+$79.3K	0.4%	16
2021 Q4	$4.09M	Buy	25,810 +588	+2%	+$93.1K	0.43%	16
2021 Q3	$4.13M	Buy	25,222 +1,655	+7%	+$271K	0.47%	15
2021 Q2	$3.67M	Buy	23,567 +2,255	+11%	+$351K	0.43%	16
2021 Q1	$3.24M	Buy	21,312 +1,690	+9%	+$257K	0.43%	16
2020 Q4	$2.49M	Buy	19,622 +561	+3%	+$71.3K	0.36%	15
2020 Q3	$1.84M	Buy	19,061 +276	+1%	+$26.6K	0.31%	19
2020 Q2	$1.77M	Buy	18,785 +10,502	+127%	+$988K	0.32%	19
2020 Q1	$746K	Sell	8,283 -109	-1%	-$9.82K	0.15%	36
2019 Q4	$1.17M	Hold	8,392	–	–	0.19%	26
2019 Q3	$988K	Buy	8,392 +105	+1%	+$12.4K	0.17%	30
2019 Q2	$926K	Sell	8,287 -171	-2%	-$19.1K	0.16%	31
2019 Q1	$856K	Sell	8,458 -460	-5%	-$46.6K	0.15%	31
2018 Q4	$871K	Buy	8,918 +6,038	+210%	+$590K	0.15%	38
2018 Q3	$325K	Hold	2,880	–	–	0.05%	93
2018 Q2	$300K	Buy	2,880 +370	+15%	+$38.5K	0.05%	73
2018 Q1	$276K	Sell	2,510 -123	-5%	-$13.5K	0.05%	73
2017 Q4	$282K	Buy	2,633 +50	+2%	+$5.36K	0.05%	74
2017 Q3	$247K	Buy	2,583 +200	+8%	+$19.1K	0.05%	75
2017 Q2	$218K	Buy	2,383 +84	+4%	+$7.68K	0.04%	74
2017 Q1	$202K	Buy	+2,299	New	+$202K	0.04%	75