FWTB
First Western Trust Bank’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Sell |
43,912
-675
| -2% | -$196K | 0.57% | 13 |
|
|
2025
Q1 | $10.9M | Sell |
44,587
-1,451
| -3% | -$356K | 0.52% | 14 |
|
|
2024
Q4 | $11M | Sell |
46,038
-946
| -2% | -$227K | 0.51% | 16 |
|
|
2024
Q3 | $9.91M | Sell |
46,984
-2,700
| -5% | -$569K | 0.45% | 18 |
|
|
2024
Q2 | $10M | Sell |
49,684
-6,292
| -11% | -$1.27M | 0.48% | 16 |
|
|
2024
Q1 | $11.2M | Sell |
55,976
-2,331
| -4% | -$467K | 0.51% | 17 |
|
|
2023
Q4 | $9.92M | Buy |
58,307
+1,599
| +3% | +$272K | 0.49% | 20 |
|
|
2023
Q3 | $8.22M | Sell |
56,708
-1,603
| -3% | -$232K | 0.44% | 25 |
|
|
2023
Q2 | $8.48M | Sell |
58,311
-511
| -0.9% | -$74.3K | 0.41% | 25 |
|
|
2023
Q1 | $7.67M | Buy |
58,822
+2,194
| +4% | +$286K | 0.4% | 27 |
|
|
2022
Q4 | $7.59M | Buy |
56,628
+1,753
| +3% | +$235K | 0.44% | 28 |
|
|
2022
Q3 | $5.74M | Sell |
54,875
-1,795
| -3% | -$188K | 0.39% | 32 |
|
|
2022
Q2 | $6.53M | Sell |
56,670
-3,593
| -6% | -$414K | 0.43% | 28 |
|
|
2022
Q1 | $8.47M | Buy |
+60,263
| New | +$8.47M | 0.44% | 27 |
|