First Western Trust Bank’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.7M Sell
2025
Q1
$10.9M Sell
2024
Q4
$11M Sell
2024
Q3
$9.91M Sell
2024
Q2
$10M Sell
2024
Q1
$11.2M Sell
2023
Q4
$9.92M Buy
2023
Q3
$8.22M Sell
2023
Q2
$8.48M Sell
2023
Q1
$7.67M Buy
2022
Q4
$7.59M Buy
2022
Q3
$5.74M Sell
2022
Q2
$6.53M Sell
2022
Q1
$8.47M Buy