First National Bank of Mount Dora’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 | $12.8M | Buy |
44,285
+513
| +1% | +$149K | 2.9% | 6 |
|
|
2025
Q1 | $10.7M | Buy |
43,772
+18,390
| +72% | +$4.51M | 2.62% | 9 |
|
|
2024
Q4 | $6.08M | Sell |
25,382
-299
| -1% | -$71.7K | 1.42% | 25 |
|
|
2024
Q3 | $5.42M | Sell |
25,681
-846
| -3% | -$178K | 1.23% | 32 |
|
|
2024
Q2 | $5.37M | Sell |
26,527
-1,348
| -5% | -$273K | 1.29% | 26 |
|
|
2024
Q1 | $5.58M | Sell |
27,875
-793
| -3% | -$159K | 1.36% | 28 |
|
|
2023
Q4 | $4.88M | Buy |
28,668
+159
| +0.6% | +$27K | 1.3% | 34 |
|
|
2023
Q3 | $4.13M | Buy |
28,509
+67
| +0.2% | +$9.72K | 1.22% | 33 |
|
|
2023
Q2 | $4.14M | Sell |
28,442
-3,374
| -11% | -$491K | 1.18% | 35 |
|
|
2023
Q1 | $4.15M | Buy |
31,816
+7,173
| +29% | +$935K | 1.25% | 34 |
|
|
2022
Q4 | $3.31M | Sell |
24,643
-9
| -0% | -$1.21K | 1.09% | 36 |
|
|
2022
Q3 | $2.58M | Buy |
24,652
+8,933
| +57% | +$933K | 0.91% | 41 |
|
|
2022
Q2 | $1.77M | Buy |
+15,719
| New | +$1.77M | 0.61% | 52 |
|
|
2022
Q1 | – | Sell |
-3,728
| Closed | -$590K | – | 130 |
|
|
2021
Q4 | $590K | Buy |
3,728
+396
| +12% | +$62.7K | 0.17% | 80 |
|
|
2021
Q3 | $545K | Buy |
3,332
+82
| +3% | +$13.4K | 0.18% | 83 |
|
|
2021
Q2 | $505K | Sell |
3,250
-285
| -8% | -$44.3K | 0.17% | 80 |
|
|
2021
Q1 | $538K | Buy |
3,535
+236
| +7% | +$35.9K | 0.19% | 80 |
|
|
2020
Q4 | $419K | Buy |
+3,299
| New | +$419K | 0.15% | 72 |
|