FCBT
First Citizens Bank & Trust’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.5M | Buy |
143,298
+8,985
| +7% | +$2.6M | 0.75% | 19 |
|
|
2025
Q1 | $32.9M | Sell |
134,313
-5,313
| -4% | -$1.3M | 0.84% | 19 |
|
|
2024
Q4 | $33.5M | Sell |
139,626
-22,387
| -14% | -$5.37M | 0.61% | 20 |
|
|
2024
Q3 | $34.2M | Sell |
162,013
-5,300
| -3% | -$1.12M | 0.75% | 20 |
|
|
2024
Q2 | $33.8M | Sell |
167,313
-46
| -0% | -$9.3K | 0.64% | 21 |
|
|
2024
Q1 | $33.5M | Buy |
167,359
+56,322
| +51% | +$11.3M | 0.64% | 20 |
|
|
2023
Q4 | $18.9M | Buy |
111,037
+9,118
| +9% | +$1.55M | 0.34% | 26 |
|
|
2023
Q3 | $14.8M | Sell |
101,919
-12,127
| -11% | -$1.76M | 0.29% | 31 |
|
|
2023
Q2 | $16.6M | Buy |
114,046
+12,759
| +13% | +$1.86M | 0.3% | 29 |
|
|
2023
Q1 | $13.2M | Buy |
101,287
+16,993
| +20% | +$2.21M | 0.26% | 29 |
|
|
2022
Q4 | $11.3M | Buy |
84,294
+775
| +0.9% | +$104K | 0.34% | 27 |
|
|
2022
Q3 | $8.73M | Buy |
83,519
+272
| +0.3% | +$28.4K | 0.29% | 31 |
|
|
2022
Q2 | $9.37M | Sell |
83,247
-13,059
| -14% | -$1.47M | 0.33% | 33 |
|
|
2022
Q1 | $13.1M | Buy |
96,306
+3,546
| +4% | +$483K | 0.51% | 29 |
|
|
2021
Q4 | $14.7M | Buy |
92,760
+2,656
| +3% | +$421K | 0.57% | 25 |
|
|
2021
Q3 | $14.7M | Sell |
90,104
-133
| -0.1% | -$21.8K | 0.7% | 20 |
|
|
2021
Q2 | $14M | Sell |
90,237
-2,808
| -3% | -$437K | 0.67% | 23 |
|
|
2021
Q1 | $14.2M | Sell |
93,045
-3,008
| -3% | -$458K | 0.67% | 20 |
|
|
2020
Q4 | $12.2M | Buy |
96,053
+898
| +0.9% | +$114K | 0.62% | 23 |
|
|
2020
Q3 | $9.16M | Sell |
95,155
-14,284
| -13% | -$1.38M | 0.65% | 25 |
|
|
2020
Q2 | $10.3M | Buy |
109,439
+4,575
| +4% | +$430K | 0.86% | 22 |
|
|
2020
Q1 | $9.44M | Sell |
104,864
-17,613
| -14% | -$1.59M | 1.14% | 19 |
|
|
2019
Q4 | $17.1M | Buy |
122,477
+16,482
| +16% | +$2.3M | 1.64% | 10 |
|
|
2019
Q3 | $12.5M | Buy |
105,995
+12,236
| +13% | +$1.44M | 1.5% | 10 |
|
|
2019
Q2 | $10.5M | Sell |
93,759
-33,272
| -26% | -$3.72M | 1.14% | 12 |
|
|
2019
Q1 | $12.9M | Sell |
127,031
-5,821
| -4% | -$589K | 1.43% | 9 |
|
|
2018
Q4 | $13M | Buy |
132,852
+2,596
| +2% | +$253K | 1.58% | 8 |
|
|
2018
Q3 | $14.7M | Sell |
130,256
-6,271
| -5% | -$708K | 1.63% | 8 |
|
|
2018
Q2 | $14.2M | Buy |
136,527
+934
| +0.7% | +$97.3K | 1.75% | 6 |
|
|
2018
Q1 | $14.9M | Buy |
135,593
+2,310
| +2% | +$254K | 2.03% | 4 |
|
|
2017
Q4 | $14.3M | Sell |
133,283
-19,801
| -13% | -$2.12M | 1.92% | 5 |
|
|
2017
Q3 | $14.6M | Sell |
153,084
-10,661
| -7% | -$1.02M | 1.9% | 5 |
|
|
2017
Q2 | $15M | Sell |
163,745
-21,676
| -12% | -$1.98M | 1.92% | 4 |
|
|
2017
Q1 | $16.3M | Sell |
185,421
-48,120
| -21% | -$4.23M | 1.97% | 4 |
|
|
2016
Q4 | $20.2M | Sell |
233,541
-92,335
| -28% | -$7.97M | 2.21% | 3 |
|
|
2016
Q3 | $21.7M | Sell |
325,876
-46,302
| -12% | -$3.08M | 1.98% | 4 |
|
|
2016
Q2 | $23.1M | Sell |
372,178
-43,452
| -10% | -$2.7M | 2.07% | 3 |
|
|
2016
Q1 | $24.6M | Sell |
415,630
-37,480
| -8% | -$2.22M | 2.06% | 4 |
|
|
2015
Q4 | $29.9M | Sell |
453,110
-19,954
| -4% | -$1.32M | 2.18% | 3 |
|
|
2015
Q3 | $28.8M | Sell |
473,064
-2,548
| -0.5% | -$155K | 2.14% | 3 |
|
|
2015
Q2 | $32.2M | Buy |
475,612
+116,858
| +33% | +$7.92M | 2.23% | 3 |
|
|
2015
Q1 | $21.7M | Buy |
358,754
+19,734
| +6% | +$1.2M | 1.5% | 8 |
|
|
2014
Q4 | $21.2M | Sell |
339,020
-3,945
| -1% | -$247K | 1.63% | 8 |
|
|
2014
Q3 | $20.7M | Buy |
342,965
+17,976
| +6% | +$1.08M | 1.69% | 6 |
|
|
2014
Q2 | $18.7M | Buy |
324,989
+23,285
| +8% | +$1.34M | 1.6% | 7 |
|
|
2014
Q1 | $18.3M | Buy |
301,704
+109
| +0% | +$6.62K | 1.66% | 6 |
|
|
2013
Q4 | $17.6M | Sell |
301,595
-450,939
| -60% | -$26.4M | 1.6% | 8 |
|
|
2013
Q3 | $38.9M | Buy |
752,534
+41,564
| +6% | +$2.15M | 1.49% | 5 |
|
|
2013
Q2 | $37.5M | Buy |
+710,970
| New | +$37.5M | 1.54% | 5 |
|