GT
Glenview Trust’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119M | Sell |
410,131
-1,775
| -0.4% | -$515K | 2.06% | 11 |
|
|
2025
Q1 | $101M | Sell |
411,906
-5,276
| -1% | -$1.29M | 1.96% | 11 |
|
|
2024
Q4 | $100M | Sell |
417,182
-1,138
| -0.3% | -$273K | 1.87% | 13 |
|
|
2024
Q3 | $88.2M | Sell |
418,320
-2,714
| -0.6% | -$572K | 1.7% | 13 |
|
|
2024
Q2 | $85.2M | Buy |
421,034
+255
| +0.1% | +$51.6K | 1.71% | 13 |
|
|
2024
Q1 | $84.3M | Sell |
420,779
-12,724
| -3% | -$2.55M | 1.81% | 12 |
|
|
2023
Q4 | $73.7M | Sell |
433,503
-24,430
| -5% | -$4.16M | 1.81% | 11 |
|
|
2023
Q3 | $66.4M | Buy |
457,933
+12,428
| +3% | +$1.8M | 1.83% | 9 |
|
|
2023
Q2 | $64.8M | Buy |
445,505
+12,352
| +3% | +$1.8M | 1.77% | 10 |
|
|
2023
Q1 | $56.4M | Buy |
433,153
+11,945
| +3% | +$1.56M | 1.69% | 13 |
|
|
2022
Q4 | $56.5M | Buy |
421,208
+18,310
| +5% | +$2.46M | 1.87% | 9 |
|
|
2022
Q3 | $42.1M | Buy |
402,898
+4,428
| +1% | +$463K | 1.6% | 14 |
|
|
2022
Q2 | $44.9M | Buy |
398,470
+25,546
| +7% | +$2.88M | 1.65% | 13 |
|
|
2022
Q1 | $50.8M | Buy |
372,924
+70,834
| +23% | +$9.66M | 1.65% | 12 |
|
|
2021
Q4 | $47.8M | Buy |
302,090
+2,267
| +0.8% | +$359K | 1.58% | 12 |
|
|
2021
Q3 | $49.1M | Buy |
299,823
+4,361
| +1% | +$714K | 1.9% | 7 |
|
|
2021
Q2 | $46M | Buy |
295,462
+3,608
| +1% | +$561K | 1.78% | 8 |
|
|
2021
Q1 | $44.4M | Buy |
291,854
+1,296
| +0.4% | +$197K | 1.91% | 7 |
|
|
2020
Q4 | $36.9M | Sell |
290,558
-2,773
| -0.9% | -$352K | 1.72% | 11 |
|
|
2020
Q3 | $28.2M | Sell |
293,331
-47
| -0% | -$4.53K | 1.46% | 14 |
|
|
2020
Q2 | $27.6M | Buy |
293,378
+1,130
| +0.4% | +$106K | 1.57% | 12 |
|
|
2020
Q1 | $26.3M | Sell |
292,248
-1,113
| -0.4% | -$100K | 1.82% | 11 |
|
|
2019
Q4 | $40.9M | Sell |
293,361
-1,648
| -0.6% | -$230K | 2.29% | 6 |
|
|
2019
Q3 | $34.7M | Buy |
295,009
+6,737
| +2% | +$793K | 2.1% | 7 |
|
|
2019
Q2 | $32.2M | Sell |
288,272
-892
| -0.3% | -$99.7K | 2% | 8 |
|
|
2019
Q1 | $29.3M | Sell |
289,164
-3,880
| -1% | -$393K | 1.88% | 11 |
|
|
2018
Q4 | $28.6M | Buy |
293,044
+1,472
| +0.5% | +$144K | 2.11% | 6 |
|
|
2018
Q3 | $32.9M | Buy |
291,572
+1,501
| +0.5% | +$169K | 2.07% | 5 |
|
|
2018
Q2 | $30.2M | Buy |
290,071
+1,322
| +0.5% | +$138K | 2.25% | 5 |
|
|
2018
Q1 | $31.8M | Sell |
288,749
-15,381
| -5% | -$1.69M | 2.19% | 4 |
|
|
2017
Q4 | $32.5M | Sell |
304,130
-1,191
| -0.4% | -$127K | 2.24% | 3 |
|
|
2017
Q3 | $29.2M | Sell |
305,321
-468
| -0.2% | -$44.7K | 2.14% | 5 |
|
|
2017
Q2 | $27.9M | Sell |
305,789
-4,604
| -1% | -$421K | 2.17% | 5 |
|
|
2017
Q1 | $27.3M | Sell |
310,393
-13,055
| -4% | -$1.15M | 2.15% | 5 |
|
|
2016
Q4 | $27.9M | Buy |
+323,448
| New | +$27.9M | 2.31% | 4 |
|
|
2015
Q4 | $19.9M | Buy |
+301,701
| New | +$19.9M | 2.07% | 5 |
|
|
2014
Q4 | $17.5M | Buy |
+279,626
| New | +$17.5M | 1.87% | 11 |
|
|
2013
Q4 | $16.9M | Buy |
+288,215
| New | +$16.9M | 1.94% | 11 |
|