Indiana Trust & Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.9M | Buy |
30,703
+305
| +1% | +$88.4K | 2.94% | 6 |
|
|
2025
Q1 | $7.46M | Buy |
30,398
+875
| +3% | +$215K | 2.7% | 7 |
|
|
2024
Q4 | $7.08M | Buy |
29,523
+1,975
| +7% | +$473K | 2.41% | 9 |
|
|
2024
Q3 | $5.81M | Buy |
27,548
+545
| +2% | +$115K | 1.98% | 10 |
|
|
2024
Q2 | $5.46M | Buy |
27,003
+459
| +2% | +$92.8K | 2% | 11 |
|
|
2024
Q1 | $5.32M | Sell |
26,544
-217
| -0.8% | -$43.5K | 2.14% | 9 |
|
|
2023
Q4 | $4.55M | Buy |
26,761
+108
| +0.4% | +$18.4K | 2.06% | 9 |
|
|
2023
Q3 | $3.87M | Buy |
26,653
+553
| +2% | +$80.2K | 1.95% | 8 |
|
|
2023
Q2 | $3.8M | Buy |
26,100
+2,496
| +11% | +$363K | 1.94% | 12 |
|
|
2023
Q1 | $3.08M | Buy |
23,604
+775
| +3% | +$101K | 1.67% | 12 |
|
|
2022
Q4 | $3.06K | Buy |
22,829
+119
| +0.5% | +$16 | 1.73% | 12 |
|
|
2022
Q3 | $2.37M | Buy |
22,710
+22
| +0.1% | +$2.3K | 1.44% | 14 |
|
|
2022
Q2 | $2.56M | Sell |
22,688
-117
| -0.5% | -$13.2K | 1.43% | 12 |
|
|
2022
Q1 | $3.11M | Sell |
22,805
-275
| -1% | -$37.5K | 1.49% | 12 |
|
|
2021
Q4 | $3.66M | Sell |
23,080
-375
| -2% | -$59.4K | 1.69% | 12 |
|
|
2021
Q3 | $3.84M | Sell |
23,455
-1,654
| -7% | -$271K | 1.93% | 11 |
|
|
2021
Q2 | $3.19M | Buy |
25,109
+1,414
| +6% | +$180K | 1.75% | 12 |
|
|
2021
Q1 | $3.61M | Sell |
23,695
-1,414
| -6% | -$215K | 1.93% | 12 |
|
|
2020
Q4 | $3.19M | Buy |
25,109
+408
| +2% | +$51.8K | 1.75% | 12 |
|
|
2020
Q3 | $2.38M | Buy |
24,701
+100
| +0.4% | +$9.63K | 1.42% | 13 |
|
|
2020
Q2 | $2.31M | Buy |
24,601
+94
| +0.4% | +$8.84K | 1.43% | 15 |
|
|
2020
Q1 | $2.21M | Sell |
24,507
-154
| -0.6% | -$13.9K | 1.57% | 12 |
|
|
2019
Q4 | $3.44M | Sell |
24,661
-2,347
| -9% | -$327K | 1.92% | 11 |
|
|
2019
Q3 | $3.18M | Sell |
27,008
-1,593
| -6% | -$188K | 1.78% | 11 |
|
|
2019
Q2 | $3.2M | Sell |
28,601
-3,952
| -12% | -$442K | 1.75% | 10 |
|
|
2019
Q1 | $3.3M | Sell |
32,553
-2,893
| -8% | -$293K | 1.71% | 12 |
|
|
2018
Q4 | $3.46M | Sell |
35,446
-890
| -2% | -$86.9K | 1.93% | 11 |
|
|
2018
Q3 | $4.1M | Sell |
36,336
-675
| -2% | -$76.2K | 1.87% | 11 |
|
|
2018
Q2 | $3.86M | Sell |
37,011
-3,163
| -8% | -$330K | 1.84% | 11 |
|
|
2018
Q1 | $4.42M | Sell |
40,174
-527
| -1% | -$58K | 2.05% | 9 |
|
|
2017
Q4 | $4.35M | Sell |
40,701
-706
| -2% | -$75.5K | 2.02% | 9 |
|
|
2017
Q3 | $3.96M | Sell |
41,407
-320
| -0.8% | -$30.6K | 1.91% | 10 |
|
|
2017
Q2 | $3.81M | Buy |
41,727
+276
| +0.7% | +$25.2K | 1.87% | 10 |
|
|
2017
Q1 | $3.64M | Sell |
41,451
-1,355
| -3% | -$119K | 1.82% | 10 |
|
|
2016
Q4 | $3.69M | Sell |
42,806
-480
| -1% | -$41.4K | 1.92% | 9 |
|
|
2016
Q3 | $2.88M | Buy |
43,286
+183
| +0.4% | +$12.2K | 1.44% | 15 |
|
|
2016
Q2 | $2.68M | Sell |
43,103
-1,169
| -3% | -$72.6K | 1.35% | 17 |
|
|
2016
Q1 | $2.62M | Sell |
44,272
-3,290
| -7% | -$195K | 1.38% | 16 |
|
|
2015
Q4 | $2.98M | Buy |
47,562
+3,815
| +9% | +$239K | 1.55% | 10 |
|
|
2015
Q3 | $2.67M | Sell |
43,747
-1,022
| -2% | -$62.3K | 1.52% | 10 |
|
|
2015
Q2 | $3.03M | Sell |
44,769
-2,230
| -5% | -$151K | 1.57% | 9 |
|
|
2015
Q1 | $2.85M | Sell |
46,999
-563
| -1% | -$34.1K | 1.44% | 12 |
|
|
2014
Q4 | $2.98M | Sell |
47,562
-1,673
| -3% | -$105K | 1.55% | 10 |
|
|
2014
Q3 | $2.97M | Sell |
49,235
-382
| -0.8% | -$23K | 1.55% | 10 |
|
|
2014
Q2 | $2.86M | Sell |
49,617
-245
| -0.5% | -$14.1K | 1.65% | 9 |
|
|
2014
Q1 | $3.03M | Buy |
49,862
+2,794
| +6% | +$170K | 1.88% | 6 |
|
|
2013
Q4 | $2.75M | Sell |
47,068
-715
| -1% | -$41.8K | 1.57% | 12 |
|
|
2013
Q3 | $2.47M | Sell |
47,783
-7,731
| -14% | -$400K | 1.49% | 10 |
|
|
2013
Q2 | $2.93M | Buy |
+55,514
| New | +$2.93M | 2.42% | 5 |
|