IBOK
Independence Bank of Kentucky’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.7M | Sell |
92,242
-540
| -0.6% | -$157K | 3.79% | 3 |
|
|
2025
Q1 | $22.8M | Buy |
92,782
+1,920
| +2% | +$471K | 3.56% | 4 |
|
|
2024
Q4 | $21.8M | Buy |
90,862
+39,520
| +77% | +$9.47M | 3.35% | 4 |
|
|
2024
Q3 | $10.8M | Buy |
51,342
+4,121
| +9% | +$869K | 2.33% | 6 |
|
|
2024
Q2 | $9.55M | Buy |
47,221
+2,204
| +5% | +$446K | 2.53% | 6 |
|
|
2024
Q1 | $9.02M | Buy |
45,017
+9,054
| +25% | +$1.81M | 2.7% | 4 |
|
|
2023
Q4 | $6.12M | Buy |
35,963
+6,452
| +22% | +$1.1M | 2.15% | 6 |
|
|
2023
Q3 | $4.28M | Sell |
29,511
-450
| -2% | -$65.3K | 1.81% | 9 |
|
|
2023
Q2 | $4.36M | Buy |
29,961
+2,593
| +9% | +$377K | 1.77% | 9 |
|
|
2023
Q1 | $3.57M | Sell |
27,368
-268
| -1% | -$34.9K | 1.55% | 12 |
|
|
2022
Q4 | $3.71M | Sell |
27,636
-277
| -1% | -$37.1K | 1.66% | 10 |
|
|
2022
Q3 | $2.92M | Sell |
27,913
-206
| -0.7% | -$21.5K | 1.44% | 13 |
|
|
2022
Q2 | $3.17M | Buy |
28,119
+333
| +1% | +$37.5K | 1.42% | 13 |
|
|
2022
Q1 | $3.79M | Buy |
27,786
+1,531
| +6% | +$209K | 1.5% | 13 |
|
|
2021
Q4 | $4.16M | Sell |
26,255
-332
| -1% | -$52.6K | 1.7% | 10 |
|
|
2021
Q3 | $4.35M | Buy |
26,587
+74
| +0.3% | +$12.1K | 1.88% | 8 |
|
|
2021
Q2 | $4.12M | Sell |
26,513
-359
| -1% | -$55.8K | 1.83% | 11 |
|
|
2021
Q1 | $4.09M | Sell |
26,872
-2,305
| -8% | -$351K | 1.99% | 9 |
|
|
2020
Q4 | $3.71M | Sell |
29,177
-559
| -2% | -$71K | 1.92% | 9 |
|
|
2020
Q3 | $2.86M | Sell |
29,736
-26
| -0.1% | -$2.5K | 1.63% | 11 |
|
|
2020
Q2 | $2.8M | Sell |
29,762
-2,875
| -9% | -$270K | 1.81% | 8 |
|
|
2020
Q1 | $2.94M | Buy |
32,637
+131
| +0.4% | +$11.8K | 2.3% | 7 |
|
|
2019
Q4 | $4.53M | Buy |
32,506
+4,192
| +15% | +$584K | 2.93% | 4 |
|
|
2019
Q3 | $3.33M | Buy |
28,314
+1,415
| +5% | +$167K | 2.37% | 7 |
|
|
2019
Q2 | $3.01M | Sell |
26,899
-200
| -0.7% | -$22.4K | 2.35% | 7 |
|
|
2019
Q1 | $2.74M | Sell |
27,099
-1,285
| -5% | -$130K | 2.24% | 7 |
|
|
2018
Q4 | $2.77M | Sell |
28,384
-1,990
| -7% | -$194K | 2.52% | 6 |
|
|
2018
Q3 | $3.43M | Sell |
30,374
-791
| -3% | -$89.2K | 2.69% | 5 |
|
|
2018
Q2 | $3.25M | Sell |
31,165
-287
| -0.9% | -$29.9K | 2.72% | 6 |
|
|
2018
Q1 | $3.46M | Sell |
31,452
-1,265
| -4% | -$139K | 2.94% | 6 |
|
|
2017
Q4 | $3.5M | Buy |
+32,717
| New | +$3.5M | 2.99% | 4 |
|