GBT
Grove Bank & Trust’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.06M | Buy |
31,252
+43
| +0.1% | +$12.5K | 1.13% | 19 |
|
|
2025
Q1 | $7.66M | Buy |
31,209
+2,808
| +10% | +$689K | 1.02% | 23 |
|
|
2024
Q4 | $6.81M | Buy |
28,401
+559
| +2% | +$134K | 0.94% | 24 |
|
|
2024
Q3 | $5.87M | Buy |
27,842
+435
| +2% | +$91.7K | 0.87% | 25 |
|
|
2024
Q2 | $5.54M | Buy |
27,407
+759
| +3% | +$154K | 0.89% | 24 |
|
|
2024
Q1 | $5.34M | Buy |
26,648
+2,356
| +10% | +$472K | 0.9% | 25 |
|
|
2023
Q4 | $4.13M | Sell |
24,292
-22
| -0.1% | -$3.74K | 0.76% | 29 |
|
|
2023
Q3 | $3.53M | Buy |
24,314
+293
| +1% | +$42.5K | 0.72% | 27 |
|
|
2023
Q2 | $3.49M | Sell |
24,021
-179
| -0.7% | -$26K | 0.71% | 28 |
|
|
2023
Q1 | $3.15M | Sell |
24,200
-3,199
| -12% | -$417K | 0.67% | 26 |
|
|
2022
Q4 | $3.68M | Buy |
27,399
+2,243
| +9% | +$301K | 0.81% | 25 |
|
|
2022
Q3 | $2.63M | Sell |
25,156
-46
| -0.2% | -$4.81K | 0.65% | 33 |
|
|
2022
Q2 | $2.84M | Sell |
25,202
-143
| -0.6% | -$16.1K | 0.68% | 34 |
|
|
2022
Q1 | $3.46M | Buy |
25,345
+662
| +3% | +$90.2K | 0.68% | 34 |
|
|
2021
Q4 | $3.91M | Buy |
24,683
+1,258
| +5% | +$199K | 0.75% | 33 |
|
|
2021
Q3 | $3.83M | Buy |
23,425
+1,071
| +5% | +$175K | 0.81% | 30 |
|
|
2021
Q2 | $3.48M | Sell |
22,354
-20
| -0.1% | -$3.11K | 0.75% | 32 |
|
|
2021
Q1 | $3.41M | Buy |
22,374
+43
| +0.2% | +$6.55K | 0.8% | 30 |
|
|
2020
Q4 | $2.84M | Buy |
22,331
+1,694
| +8% | +$215K | 0.74% | 32 |
|
|
2020
Q3 | $1.99M | Buy |
20,637
+817
| +4% | +$78.7K | 0.61% | 42 |
|
|
2020
Q2 | $1.86M | Buy |
19,820
+137
| +0.7% | +$12.9K | 0.61% | 41 |
|
|
2020
Q1 | $1.77M | Buy |
19,683
+618
| +3% | +$55.6K | 0.7% | 36 |
|
|
2019
Q4 | $2.66M | Sell |
19,065
-132
| -0.7% | -$18.4K | 0.8% | 25 |
|
|
2019
Q3 | $2.26M | Buy |
19,197
+2,582
| +16% | +$304K | 0.73% | 29 |
|
|
2019
Q2 | $1.86M | Buy |
16,615
+84
| +0.5% | +$9.39K | 0.68% | 31 |
|
|
2019
Q1 | $1.67M | Buy |
16,531
+2,006
| +14% | +$203K | 0.64% | 36 |
|
|
2018
Q4 | $1.42M | Buy |
14,525
+1,001
| +7% | +$97.7K | 0.66% | 36 |
|
|
2018
Q3 | $1.53M | Sell |
13,524
-73
| -0.5% | -$8.24K | 0.63% | 40 |
|
|
2018
Q2 | $1.42M | Sell |
13,597
-160
| -1% | -$16.7K | 0.6% | 40 |
|
|
2018
Q1 | $1.51M | Buy |
13,757
+90
| +0.7% | +$9.9K | 0.67% | 35 |
|
|
2017
Q4 | $1.46M | Buy |
13,667
+160
| +1% | +$17.1K | 0.64% | 35 |
|
|
2017
Q3 | $1.29M | Buy |
13,507
+3,720
| +38% | +$355K | 0.63% | 37 |
|
|
2017
Q2 | $895K | Buy |
9,787
+1,417
| +17% | +$130K | 0.57% | 45 |
|
|
2017
Q1 | $735K | Sell |
8,370
-1,257
| -13% | -$110K | 0.6% | 40 |
|
|
2016
Q4 | $831K | Buy |
9,627
+1,010
| +12% | +$87.2K | 0.63% | 42 |
|
|
2016
Q3 | $574K | Hold |
8,617
| – | – | 0.49% | 52 |
|
|
2016
Q2 | $535K | Sell |
8,617
-100
| -1% | -$6.21K | 0.48% | 51 |
|
|
2016
Q1 | $516K | Hold |
8,717
| – | – | 0.47% | 51 |
|
|
2015
Q4 | $575K | Buy |
+8,717
| New | +$575K | 0.52% | 48 |
|