First National Bank & Trust Co of Newtown’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 | $2.3M | Sell |
7,919
-585
| -7% | -$170K | 0.46% | 34 |
|
|
2025
Q1 | $2.09M | Sell |
8,504
-220
| -3% | -$54K | 0.44% | 34 |
|
|
2024
Q4 | $2.09M | Sell |
8,724
-205
| -2% | -$49.1K | 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% | +$30.3K | 0.36% | 36 |
|
|
2024
Q1 | $1.74M | Hold |
8,686
| – | – | 0.35% | 37 |
|
|
2023
Q4 | $1.48M | Sell |
8,686
-60
| -0.7% | -$10.2K | 0.32% | 43 |
|
|
2023
Q3 | $1.27M | Sell |
8,746
-135
| -2% | -$19.6K | 0.29% | 44 |
|
|
2023
Q2 | $1.29M | Buy |
8,881
+301
| +4% | +$43.8K | 0.28% | 49 |
|
|
2023
Q1 | $1.12M | Hold |
8,580
| – | – | 0.25% | 52 |
|
|
2022
Q4 | $1.15M | Buy |
8,580
+70
| +0.8% | +$9.39K | 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% | +$17.7K | 0.23% | 56 |
|
|
2021
Q4 | $1.33M | Sell |
8,380
-60
| -0.7% | -$9.5K | 0.26% | 53 |
|
|
2021
Q3 | $1.38M | Sell |
8,440
-10
| -0.1% | -$1.64K | 0.29% | 51 |
|
|
2021
Q2 | $1.31M | Sell |
8,450
-15
| -0.2% | -$2.33K | 0.27% | 52 |
|
|
2021
Q1 | $1.29M | Sell |
8,465
-520
| -6% | -$79.2K | 0.28% | 52 |
|
|
2020
Q4 | $1.14M | Sell |
8,985
-248
| -3% | -$31.5K | 0.25% | 54 |
|
|
2020
Q3 | $889K | Sell |
9,233
-110
| -1% | -$10.6K | 0.21% | 56 |
|
|
2020
Q2 | $879K | Buy |
9,343
+50
| +0.5% | +$4.7K | 0.22% | 54 |
|
|
2020
Q1 | $837K | Sell |
9,293
-150
| -2% | -$13.5K | 0.24% | 53 |
|
|
2019
Q4 | $1.32M | Hold |
9,443
| – | – | 0.32% | 53 |
|
|
2019
Q3 | $1.11M | Sell |
9,443
-611
| -6% | -$71.9K | 0.3% | 55 |
|
|
2019
Q2 | $1.12M | Sell |
10,054
-300
| -3% | -$33.5K | 0.31% | 55 |
|
|
2019
Q1 | $1.05M | Sell |
10,354
-147
| -1% | -$14.9K | 0.29% | 57 |
|
|
2018
Q4 | $1.03M | Sell |
10,501
-1,212
| -10% | -$118K | 0.31% | 55 |
|
|
2018
Q3 | $1.32M | Sell |
11,713
-301
| -3% | -$33.9K | 0.35% | 48 |
|
|
2018
Q2 | $1.25M | Sell |
12,014
-610
| -5% | -$63.6K | 0.34% | 52 |
|
|
2018
Q1 | $1.39M | Buy |
12,624
+203
| +2% | +$22.3K | 0.38% | 45 |
|
|
2017
Q4 | $1.33M | Sell |
12,421
-250
| -2% | -$26.7K | 0.36% | 47 |
|
|
2017
Q3 | $1.21M | Buy |
12,671
+855
| +7% | +$81.7K | 0.34% | 47 |
|
|
2017
Q2 | $1.08M | Buy |
11,816
+115
| +1% | +$10.5K | 0.31% | 52 |
|
|
2017
Q1 | $1.03M | Buy |
11,701
+207
| +2% | +$18.2K | 0.3% | 51 |
|
|
2016
Q4 | $992K | Sell |
11,494
-45
| -0.4% | -$3.88K | 0.3% | 51 |
|
|
2016
Q3 | $768K | Sell |
11,539
-180
| -2% | -$12K | 0.24% | 59 |
|
|
2016
Q2 | $765K | Hold |
11,719
| – | – | 0.24% | 57 |
|
|
2016
Q1 | $694K | Buy |
11,719
+220
| +2% | +$13K | 0.22% | 62 |
|
|
2015
Q4 | $759K | Buy |
11,499
+109
| +1% | +$7.2K | 0.25% | 56 |
|
|
2015
Q3 | $694K | Buy |
11,390
+655
| +6% | +$39.9K | 0.24% | 58 |
|
|
2015
Q2 | $727K | Sell |
10,735
-137
| -1% | -$9.28K | 0.24% | 57 |
|
|
2015
Q1 | $659K | Sell |
10,872
-823
| -7% | -$49.9K | 0.21% | 63 |
|
|
2014
Q4 | $732K | Sell |
11,695
-200
| -2% | -$12.5K | 0.23% | 59 |
|
|
2014
Q3 | $717K | Buy |
11,895
+300
| +3% | +$18.1K | 0.24% | 56 |
|
|
2014
Q2 | $669K | Sell |
11,595
-664
| -5% | -$38.3K | 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% | -$21.6K | 0.24% | 57 |
|
|
2013
Q2 | $669K | Buy |
+12,676
| New | +$669K | 0.26% | 55 |
|