Glenview State Bank Trust Department’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.38M | Sell |
8,876
-275
| -3% | -$42.8K | 0.42% | 44 |
|
|
2021
Q1 | $1.39M | Buy |
9,151
+40
| +0.4% | +$6.09K | 0.45% | 42 |
|
|
2020
Q4 | $1.16M | Buy |
9,111
+297
| +3% | +$37.7K | 0.4% | 44 |
|
|
2020
Q3 | $849K | Hold |
8,814
| – | – | 0.32% | 52 |
|
|
2020
Q2 | $829K | Hold |
8,814
| – | – | 0.34% | 51 |
|
|
2020
Q1 | $794K | Buy |
8,814
+50
| +0.6% | +$4.5K | 0.38% | 51 |
|
|
2019
Q4 | $1.22M | Sell |
8,764
-90
| -1% | -$12.5K | 0.47% | 42 |
|
|
2019
Q3 | $1.04M | Buy |
8,854
+1,500
| +20% | +$177K | 0.42% | 46 |
|
|
2019
Q2 | $822K | Buy |
7,354
+145
| +2% | +$16.2K | 0.34% | 55 |
|
|
2019
Q1 | $730K | Sell |
7,209
-50
| -0.7% | -$5.06K | 0.31% | 59 |
|
|
2018
Q4 | $708K | Buy |
7,259
+653
| +10% | +$63.7K | 0.34% | 53 |
|
|
2018
Q3 | $746K | Hold |
6,606
| – | – | 0.32% | 56 |
|
|
2018
Q2 | $689K | Hold |
6,606
| – | – | 0.32% | 56 |
|
|
2018
Q1 | $726K | Hold |
6,606
| – | – | 0.34% | 53 |
|
|
2017
Q4 | $706K | Hold |
6,606
| – | – | 0.33% | 55 |
|
|
2017
Q3 | $631K | Hold |
6,606
| – | – | 0.31% | 58 |
|
|
2017
Q2 | $604K | Hold |
6,606
| – | – | 0.31% | 55 |
|
|
2017
Q1 | $580K | Hold |
6,606
| – | – | 0.3% | 56 |
|
|
2016
Q4 | $570K | Sell |
6,606
-264
| -4% | -$22.8K | 0.31% | 52 |
|
|
2016
Q3 | $458K | Buy |
6,870
+247
| +4% | +$16.5K | 0.26% | 58 |
|
|
2016
Q2 | $411K | Buy |
6,623
+673
| +11% | +$41.8K | 0.24% | 62 |
|
|
2016
Q1 | $352K | Sell |
5,950
-700
| -11% | -$41.4K | 0.21% | 63 |
|
|
2015
Q4 | $439K | Buy |
6,650
+200
| +3% | +$13.2K | 0.27% | 57 |
|
|
2015
Q3 | $394K | Sell |
6,450
-3,000
| -32% | -$183K | 0.27% | 58 |
|
|
2015
Q2 | $641K | Hold |
9,450
| – | – | 0.39% | 49 |
|
|
2015
Q1 | $572K | Buy |
9,450
+300
| +3% | +$18.2K | 0.34% | 53 |
|
|
2014
Q4 | $573K | Hold |
9,150
| – | – | 0.34% | 50 |
|
|
2014
Q3 | $551K | Hold |
9,150
| – | – | 0.34% | 53 |
|
|
2014
Q2 | $527K | Sell |
9,150
-2,124
| -19% | -$122K | 0.32% | 52 |
|
|
2014
Q1 | $685K | Hold |
11,274
| – | – | 0.43% | 49 |
|
|
2013
Q4 | $659K | Buy |
+11,274
| New | +$659K | 0.41% | 49 |
|