First National Trust’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 | $53.3M | Sell |
183,686
-2,297
| -1% | -$666K | 1.99% | 9 |
|
|
2025
Q1 | $45.6M | Sell |
185,983
-7,128
| -4% | -$1.75M | 1.84% | 11 |
|
|
2024
Q4 | $46.3M | Sell |
193,111
-1,252
| -0.6% | -$300K | 1.74% | 13 |
|
|
2024
Q3 | $41M | Sell |
194,363
-1,350
| -0.7% | -$285K | 1.58% | 12 |
|
|
2024
Q2 | $39.6M | Sell |
195,713
-5,999
| -3% | -$1.21M | 1.63% | 12 |
|
|
2024
Q1 | $40.4M | Sell |
201,712
-22,933
| -10% | -$4.59M | 1.64% | 12 |
|
|
2023
Q4 | $38.2M | Sell |
224,645
-20,569
| -8% | -$3.5M | 1.68% | 11 |
|
|
2023
Q3 | $35.6M | Sell |
245,214
-4,422
| -2% | -$641K | 1.7% | 11 |
|
|
2023
Q2 | $36.3M | Buy |
249,636
+1,213
| +0.5% | +$176K | 1.68% | 9 |
|
|
2023
Q1 | $32.4M | Sell |
248,423
-6,845
| -3% | -$892K | 1.72% | 10 |
|
|
2022
Q4 | $34.2M | Buy |
255,268
+2,395
| +0.9% | +$321K | 1.81% | 9 |
|
|
2022
Q3 | $26.4M | Buy |
252,873
+2,488
| +1% | +$260K | 1.54% | 14 |
|
|
2022
Q2 | $28.2M | Buy |
250,385
+2,329
| +0.9% | +$262K | 1.59% | 12 |
|
|
2022
Q1 | $33.8M | Buy |
248,056
+11,003
| +5% | +$1.5M | 1.75% | 8 |
|
|
2021
Q4 | $37.5M | Buy |
237,053
+9,559
| +4% | +$1.51M | 1.97% | 6 |
|
|
2021
Q3 | $37.2M | Buy |
227,494
+9,300
| +4% | +$1.52M | 2.22% | 6 |
|
|
2021
Q2 | $33.9M | Buy |
218,194
+2,649
| +1% | +$412K | 2.06% | 6 |
|
|
2021
Q1 | $32.8M | Buy |
215,545
+2,193
| +1% | +$334K | 2.15% | 6 |
|
|
2020
Q4 | $27.1M | Buy |
213,352
+1,131
| +0.5% | +$144K | 1.87% | 7 |
|
|
2020
Q3 | $20.4M | Buy |
212,221
+4,453
| +2% | +$429K | 1.59% | 10 |
|
|
2020
Q2 | $19.5M | Buy |
207,768
+5,870
| +3% | +$552K | 1.65% | 9 |
|
|
2020
Q1 | $18.2M | Sell |
201,898
-349
| -0.2% | -$31.4K | 1.82% | 8 |
|
|
2019
Q4 | $28.2M | Buy |
202,247
+7,063
| +4% | +$985K | 2.29% | 5 |
|
|
2019
Q3 | $23M | Buy |
195,184
+7,004
| +4% | +$824K | 2.06% | 6 |
|
|
2019
Q2 | $21M | Buy |
188,180
+11,457
| +6% | +$1.28M | 1.96% | 6 |
|
|
2019
Q1 | $17.9M | Buy |
176,723
+11,215
| +7% | +$1.14M | 1.79% | 8 |
|
|
2018
Q4 | $16.2M | Buy |
165,508
+7,927
| +5% | +$774K | 1.8% | 8 |
|
|
2018
Q3 | $17.8M | Buy |
157,581
+992
| +0.6% | +$112K | 1.81% | 7 |
|
|
2018
Q2 | $16.3M | Buy |
156,589
+4,085
| +3% | +$426K | 1.8% | 8 |
|
|
2018
Q1 | $16.8M | Buy |
152,504
+227
| +0.1% | +$25K | 1.91% | 6 |
|
|
2017
Q4 | $16.3M | Buy |
152,277
+2,098
| +1% | +$224K | 1.79% | 7 |
|
|
2017
Q3 | $14.3M | Buy |
150,179
+944
| +0.6% | +$90.2K | 1.66% | 8 |
|
|
2017
Q2 | $13.6M | Buy |
149,235
+7,825
| +6% | +$715K | 1.67% | 8 |
|
|
2017
Q1 | $12.4M | Sell |
141,410
-1,406
| -1% | -$123K | 1.61% | 11 |
|
|
2016
Q4 | $12.3M | Buy |
142,816
+684
| +0.5% | +$59K | 1.74% | 10 |
|
|
2016
Q3 | $9.46M | Buy |
142,132
+4,515
| +3% | +$301K | 1.43% | 14 |
|
|
2016
Q2 | $8.55M | Buy |
137,617
+4,043
| +3% | +$251K | 1.31% | 19 |
|
|
2016
Q1 | $7.91M | Buy |
133,574
+9,015
| +7% | +$534K | 1.21% | 19 |
|
|
2015
Q4 | $8.23M | Sell |
124,559
-582
| -0.5% | -$38.4K | 1.3% | 14 |
|
|
2015
Q3 | $7.63M | Buy |
125,141
+1,461
| +1% | +$89.1K | 1.31% | 14 |
|
|
2015
Q2 | $8.38M | Buy |
123,680
+1,626
| +1% | +$110K | 1.35% | 12 |
|
|
2015
Q1 | $7.39M | Buy |
122,054
+5,591
| +5% | +$339K | 1.26% | 15 |
|
|
2014
Q4 | $7.29M | Buy |
116,463
+4,401
| +4% | +$275K | 1.3% | 14 |
|
|
2014
Q3 | $6.75M | Buy |
112,062
+7,253
| +7% | +$437K | 1.28% | 16 |
|
|
2014
Q2 | $6.04M | Buy |
104,809
+8,825
| +9% | +$508K | 1.16% | 19 |
|
|
2014
Q1 | $5.83M | Buy |
95,984
+3,081
| +3% | +$187K | 1.04% | 22 |
|
|
2013
Q4 | $5.43M | Buy |
92,903
+1,481
| +2% | +$86.6K | 0.99% | 25 |
|
|
2013
Q3 | $4.73M | Buy |
91,422
+6,363
| +7% | +$329K | 0.93% | 28 |
|
|
2013
Q2 | $4.49M | Buy |
+85,059
| New | +$4.49M | 0.92% | 28 |
|