First Interstate Bank’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 | $9.35M | Sell |
32,248
-6,473
| -17% | -$1.88M | 0.55% | 28 |
|
2025
Q1 | $9.5M | Sell |
38,721
-2,889
| -7% | -$709K | 0.57% | 26 |
|
2024
Q4 | $9.97M | Sell |
41,610
-898
| -2% | -$215K | 0.6% | 26 |
|
2024
Q3 | $8.96M | Sell |
42,508
-514
| -1% | -$108K | 0.54% | 25 |
|
2024
Q2 | $8.7M | Sell |
43,022
-780
| -2% | -$158K | 0.58% | 24 |
|
2024
Q1 | $8.77M | Sell |
43,802
-2,003
| -4% | -$401K | 0.61% | 26 |
|
2023
Q4 | $7.79M | Sell |
45,805
-1,897
| -4% | -$323K | 0.58% | 27 |
|
2023
Q3 | $6.92M | Sell |
47,702
-1,943
| -4% | -$282K | 0.6% | 26 |
|
2023
Q2 | $7.22M | Sell |
49,645
-2,441
| -5% | -$355K | 0.6% | 24 |
|
2023
Q1 | $6.79M | Sell |
52,086
-372
| -0.7% | -$48.5K | 0.52% | 27 |
|
2022
Q4 | $7.04M | Sell |
52,458
-2,059
| -4% | -$276K | 0.52% | 27 |
|
2022
Q3 | $5.7M | Buy |
54,517
+2,920
| +6% | +$305K | 0.46% | 28 |
|
2022
Q2 | $5.81M | Buy |
51,597
+13,636
| +36% | +$1.54M | 0.44% | 32 |
|
2022
Q1 | $5.18M | Buy |
37,961
+6,156
| +19% | +$839K | 0.49% | 44 |
|
2021
Q4 | $5.04M | Buy |
31,805
+34
| +0.1% | +$5.38K | 0.49% | 36 |
|
2021
Q3 | $5.2M | Buy |
31,771
+1,483
| +5% | +$243K | 0.53% | 32 |
|
2021
Q2 | $4.71M | Buy |
+30,288
| New | +$4.71M | 0.5% | 37 |
|
2020
Q4 | $5.59M | Sell |
43,977
-1,149
| -3% | -$146K | 0.74% | 21 |
|
2020
Q3 | $4.34M | Sell |
45,126
-11,227
| -20% | -$1.08M | 0.65% | 28 |
|
2020
Q2 | $5.3M | Sell |
56,353
-13,100
| -19% | -$1.23M | 0.73% | 28 |
|
2020
Q1 | $6.25M | Sell |
69,453
-862
| -1% | -$77.6K | 1.56% | 13 |
|
2019
Q4 | $9.8M | Sell |
70,315
-397
| -0.6% | -$55.3K | 2.19% | 7 |
|
2019
Q3 | $8.32M | Buy |
70,712
+633
| +0.9% | +$74.5K | 1.93% | 12 |
|
2019
Q2 | $7.84M | Sell |
70,079
-22,004
| -24% | -$2.46M | 1.74% | 15 |
|
2019
Q1 | $9.32M | Sell |
92,083
-23,990
| -21% | -$2.43M | 2.08% | 9 |
|
2018
Q4 | $11.3M | Sell |
116,073
-2,545
| -2% | -$248K | 2.8% | 5 |
|
2018
Q3 | $13.4M | Sell |
118,618
-1,735
| -1% | -$196K | 2.82% | 4 |
|
2018
Q2 | $12.5M | Sell |
120,353
-4,656
| -4% | -$485K | 2.77% | 3 |
|
2018
Q1 | $13.7M | Sell |
125,009
-37,014
| -23% | -$4.07M | 3.1% | 3 |
|
2017
Q4 | $17.3M | Sell |
162,023
-1,612
| -1% | -$172K | 3.68% | 2 |
|
2017
Q3 | $15.6M | Buy |
163,635
+10,764
| +7% | +$1.03M | 3.36% | 3 |
|
2017
Q2 | $14M | Sell |
152,871
-3,346
| -2% | -$306K | 2.89% | 4 |
|
2017
Q1 | $13.7M | Sell |
156,217
-55,773
| -26% | -$4.9M | 2.83% | 3 |
|
2016
Q4 | $18.3M | Sell |
211,990
-21,175
| -9% | -$1.83M | 3.6% | 2 |
|
2016
Q3 | $15.5M | Sell |
233,165
-1,583
| -0.7% | -$105K | 3.18% | 3 |
|
2016
Q2 | $14.6M | Buy |
234,748
+1,296
| +0.6% | +$80.5K | 3.04% | 4 |
|
2016
Q1 | $13.8M | Buy |
233,452
+3,125
| +1% | +$185K | 2.9% | 5 |
|
2015
Q4 | $15.2M | Buy |
230,327
+288
| +0.1% | +$19K | 3.16% | 4 |
|
2015
Q3 | $14M | Buy |
230,039
+23,867
| +12% | +$1.46M | 2.99% | 5 |
|
2015
Q2 | $14M | Sell |
206,172
-3,978
| -2% | -$270K | 2.13% | 10 |
|
2015
Q1 | $12.7M | Sell |
210,150
-16,801
| -7% | -$1.02M | 1.97% | 13 |
|
2014
Q4 | $14.2M | Buy |
226,951
+3,149
| +1% | +$197K | 2.34% | 9 |
|
2014
Q3 | $13.5M | Sell |
223,802
-1,184
| -0.5% | -$71.3K | 2.89% | 7 |
|
2014
Q2 | $13M | Sell |
224,986
-6,336
| -3% | -$365K | 2.67% | 6 |
|
2014
Q1 | $14M | Buy |
231,322
+152
| +0.1% | +$9.23K | 3.08% | 4 |
|
2013
Q4 | $13.5M | Sell |
231,170
-50
| -0% | -$2.92K | 3.3% | 4 |
|
2013
Q3 | $12M | Buy |
231,220
+4,476
| +2% | +$231K | 3.22% | 3 |
|
2013
Q2 | $12M | Buy |
+226,744
| New | +$12M | 3.74% | 1 |
|