First National Bank & Trust Co of Newtown’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.79M | Sell |
7,921
-8
| -0.1% | -$2.48K | 0.57% | 28 |
|
|
2026
Q1 | $2.33M | Buy |
7,929
+150
| +2% | +$45.5K | 0.5% | 34 |
|
|
2025
Q4 | $2.51M | Hold |
7,779
| – | – | 0.46% | 38 |
|
|
2025
Q3 | $2.45M | Sell |
7,779
-140
| -2% | -$41.6K | 0.47% | 33 |
|
|
2025
Q2 | $2.3M | Sell |
7,919
-585
| -7% | -$149K | 0.46% | 34 |
|
|
2025
Q1 | $2.09M | Sell |
8,504
-220
| -3% | -$56.1K | 0.44% | 34 |
|
|
2024
Q4 | $2.09M | Sell |
8,724
-205
| -2% | -$47.7K | 0.44% | 34 |
|
|
2024
Q3 | $1.88M | Buy |
8,929
+93
| +1% | +$19.6K | 0.36% | 38 |
|
|
2024
Q2 | $1.79M | Buy |
8,836
+150
| +2% | +$29.3K | 0.36% | 36 |
|
|
2024
Q1 | $1.74M | Hold |
8,686
| – | – | 0.35% | 37 |
|
|
2023
Q4 | $1.48M | Sell |
8,686
-60
| -0.7% | -$9.09K | 0.32% | 43 |
|
|
2023
Q3 | $1.27M | Sell |
8,746
-135
| -2% | -$20.2K | 0.29% | 44 |
|
|
2023
Q2 | $1.29M | Buy |
8,881
+301
| +4% | +$41.4K | 0.28% | 49 |
|
|
2023
Q1 | $1.12M | Hold |
8,580
| – | – | 0.25% | 52 |
|
|
2022
Q4 | $1.15M | Buy |
8,580
+70
| +0.8% | +$8.87K | 0.26% | 50 |
|
|
2022
Q3 | $889K | Hold |
8,510
| – | – | 0.22% | 57 |
|
|
2022
Q2 | $958K | Hold |
8,510
| – | – | 0.22% | 57 |
|
|
2022
Q1 | $1.16M | Buy |
8,510
+130
| +2% | +$19.2K | 0.23% | 56 |
|
|
2021
Q4 | $1.33M | Sell |
8,380
-60
| -0.7% | -$9.85K | 0.26% | 53 |
|
|
2021
Q3 | $1.38M | Sell |
8,440
-10
| -0.1% | -$1.57K | 0.29% | 51 |
|
|
2021
Q2 | $1.31M | Sell |
8,450
-15
| -0.2% | -$2.36K | 0.27% | 52 |
|
|
2021
Q1 | $1.29M | Sell |
8,465
-520
| -6% | -$74.8K | 0.28% | 52 |
|
|
2020
Q4 | $1.14M | Sell |
8,985
-248
| -3% | -$27.7K | 0.25% | 54 |
|
|
2020
Q3 | $889K | Sell |
9,233
-110
| -1% | -$10.8K | 0.21% | 56 |
|
|
2020
Q2 | $879K | Buy |
9,343
+50
| +0.5% | +$4.74K | 0.22% | 54 |
|
|
2020
Q1 | $837K | Sell |
9,293
-150
| -2% | -$18.2K | 0.24% | 53 |
|
|
2019
Q4 | $1.32M | Hold |
9,443
| – | – | 0.32% | 53 |
|
|
2019
Q3 | $1.11M | Sell |
9,443
-611
| -6% | -$69.1K | 0.3% | 55 |
|
|
2019
Q2 | $1.12M | Sell |
10,054
-300
| -3% | -$33.1K | 0.31% | 55 |
|
|
2019
Q1 | $1.05M | Sell |
10,354
-147
| -1% | -$15.1K | 0.29% | 57 |
|
|
2018
Q4 | $1.02M | Sell |
10,501
-1,212
| -10% | -$129K | 0.31% | 55 |
|
|
2018
Q3 | $1.32M | Sell |
11,713
-301
| -3% | -$34.2K | 0.35% | 48 |
|
|
2018
Q2 | $1.25M | Sell |
12,014
-610
| -5% | -$66.9K | 0.34% | 52 |
|
|
2018
Q1 | $1.39M | Buy |
12,624
+203
| +2% | +$23K | 0.38% | 45 |
|
|
2017
Q4 | $1.33M | Sell |
12,421
-250
| -2% | -$25.3K | 0.36% | 47 |
|
|
2017
Q3 | $1.21M | Buy |
12,671
+855
| +7% | +$78.8K | 0.34% | 47 |
|
|
2017
Q2 | $1.08M | Buy |
11,816
+115
| +1% | +$9.92K | 0.31% | 52 |
|
|
2017
Q1 | $1.03M | Buy |
11,701
+207
| +2% | +$18.3K | 0.3% | 51 |
|
|
2016
Q4 | $992K | Sell |
11,494
-45
| -0.4% | -$3.43K | 0.3% | 51 |
|
|
2016
Q3 | $768K | Sell |
11,539
-180
| -2% | -$11.7K | 0.24% | 59 |
|
|
2016
Q2 | $765K | Hold |
11,719
| – | – | 0.24% | 57 |
|
|
2016
Q1 | $694K | Buy |
11,719
+220
| +2% | +$12.8K | 0.22% | 62 |
|
|
2015
Q4 | $759K | Buy |
11,499
+109
| +1% | +$7.1K | 0.25% | 56 |
|
|
2015
Q3 | $694K | Buy |
11,390
+655
| +6% | +$42.9K | 0.24% | 58 |
|
|
2015
Q2 | $727K | Sell |
10,735
-137
| -1% | -$8.95K | 0.24% | 57 |
|
|
2015
Q1 | $659K | Sell |
10,872
-823
| -7% | -$48.7K | 0.21% | 63 |
|
|
2014
Q4 | $732K | Sell |
11,695
-200
| -2% | -$12K | 0.23% | 59 |
|
|
2014
Q3 | $717K | Buy |
11,895
+300
| +3% | +$17.5K | 0.24% | 56 |
|
|
2014
Q2 | $669K | Sell |
11,595
-664
| -5% | -$37.3K | 0.23% | 59 |
|
|
2014
Q1 | $744K | Hold |
12,259
| – | – | 0.26% | 55 |
|
|
2013
Q4 | $717K | Hold |
12,259
| – | – | 0.25% | 55 |
|
|
2013
Q3 | $634K | Sell |
12,259
-417
| -3% | -$22.4K | 0.24% | 57 |
|
|
2013
Q2 | $669K | Buy |
+12,676
| New | +$644K | 0.26% | 55 |
|
Other funds holding JPM
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First National Bank & Trust Co of Newtown's JPM Position: Q2 2026 in Review
First National Bank & Trust Co of Newtown reduced its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, selling an estimated $2.48K and leaving 7,921 shares worth $2.79M. The position accounts for 0.57% of the portfolio, ranked #28.
First National Bank & Trust Co of Newtown first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 3,936 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- First National Bank & Trust Co of Newtown held 7,921 shares of JPMorgan Chase worth $2.79M as of Q2 2026.
- First National Bank & Trust Co of Newtown sold 8 JPMorgan Chase shares in Q2 2026, an estimated $2.48K.
- JPMorgan Chase made up 0.57% of First National Bank & Trust Co of Newtown's portfolio in Q2 2026, its #28 holding.
- First National Bank & Trust Co of Newtown first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- 3,936 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on First National Bank & Trust Co of Newtown's 13F filing for Q2 2026, filed 6 Aug 2026.