First Citizens Financial Corp’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 | $3.14M | Buy |
10,821
+80
| +0.7% | +$23.2K | 1.73% | 16 |
|
|
2025
Q1 | $2.63M | Sell |
10,741
-110
| -1% | -$27K | 1.49% | 20 |
|
|
2024
Q4 | $2.6M | Buy |
10,851
+360
| +3% | +$86.3K | 1.41% | 21 |
|
|
2024
Q3 | $2.21M | Sell |
10,491
-70
| -0.7% | -$14.8K | 1.17% | 24 |
|
|
2024
Q2 | $2.14M | Sell |
10,561
-23
| -0.2% | -$4.65K | 1.26% | 22 |
|
|
2024
Q1 | $2.12M | Buy |
10,584
+28
| +0.3% | +$5.61K | 1.26% | 23 |
|
|
2023
Q4 | $1.8M | Sell |
10,556
-200
| -2% | -$34K | 1.15% | 24 |
|
|
2023
Q3 | $1.56M | Buy |
10,756
+609
| +6% | +$88.3K | 1.1% | 26 |
|
|
2023
Q2 | $1.48M | Buy |
+10,147
| New | +$1.48M | 1% | 27 |
|
|
2022
Q4 | $958K | Hold |
7,147
| – | – | 0.83% | 31 |
|
|
2022
Q3 | $747K | Buy |
7,147
+250
| +4% | +$26.1K | 0.74% | 30 |
|
|
2022
Q2 | $777K | Hold |
6,897
| – | – | 0.69% | 32 |
|
|
2022
Q1 | $940K | Hold |
6,897
| – | – | 0.71% | 33 |
|
|
2021
Q4 | $1.09M | Sell |
6,897
-67
| -1% | -$10.6K | 0.8% | 28 |
|
|
2021
Q3 | $1.14M | Sell |
6,964
-125
| -2% | -$20.5K | 0.91% | 26 |
|
|
2021
Q2 | $1.1M | Sell |
7,089
-10
| -0.1% | -$1.56K | 0.83% | 26 |
|
|
2021
Q1 | $1.08M | Buy |
7,099
+680
| +11% | +$104K | 0.88% | 26 |
|
|
2020
Q4 | $816K | Buy |
6,419
+257
| +4% | +$32.7K | 0.71% | 26 |
|
|
2020
Q3 | $593K | Buy |
6,162
+53
| +0.9% | +$5.1K | 0.59% | 31 |
|
|
2020
Q2 | $575K | Buy |
6,109
+671
| +12% | +$63.2K | 0.6% | 33 |
|
|
2020
Q1 | $490K | Buy |
5,438
+558
| +11% | +$50.3K | 0.64% | 30 |
|
|
2019
Q4 | $680K | Buy |
+4,880
| New | +$680K | 0.67% | 33 |
|