IB
Intrust Bank’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
43,497
+246
| +0.6% | +$71.3K | 1.12% | 19 |
|
|
2025
Q1 | $10.6M | Buy |
43,251
+119
| +0.3% | +$29.2K | 1.05% | 18 |
|
|
2024
Q4 | $10.3M | Buy |
43,132
+322
| +0.8% | +$77.2K | 1.05% | 19 |
|
|
2024
Q3 | $9.03M | Buy |
42,810
+161
| +0.4% | +$33.9K | 0.9% | 21 |
|
|
2024
Q2 | $8.63M | Buy |
42,649
+3
| +0% | +$607 | 0.92% | 22 |
|
|
2024
Q1 | $8.54M | Sell |
42,646
-764
| -2% | -$153K | 0.92% | 19 |
|
|
2023
Q4 | $7.38M | Buy |
43,410
+225
| +0.5% | +$38.3K | 0.86% | 21 |
|
|
2023
Q3 | $6.26M | Sell |
43,185
-1,243
| -3% | -$180K | 0.8% | 22 |
|
|
2023
Q2 | $6.46M | Buy |
44,428
+227
| +0.5% | +$33K | 0.78% | 21 |
|
|
2023
Q1 | $5.76M | Sell |
44,201
-715
| -2% | -$93.2K | 0.74% | 19 |
|
|
2022
Q4 | $6.02M | Buy |
44,916
+3,112
| +7% | +$417K | 0.84% | 18 |
|
|
2022
Q3 | $4.37M | Sell |
41,804
-161
| -0.4% | -$16.8K | 0.67% | 25 |
|
|
2022
Q2 | $4.73M | Buy |
41,965
+1,138
| +3% | +$128K | 0.68% | 23 |
|
|
2022
Q1 | $5.57M | Sell |
40,827
-1,492
| -4% | -$203K | 0.7% | 20 |
|
|
2021
Q4 | $6.7M | Sell |
42,319
-514
| -1% | -$81.4K | 0.81% | 19 |
|
|
2021
Q3 | $7.01M | Buy |
42,833
+1,049
| +3% | +$172K | 0.93% | 15 |
|
|
2021
Q2 | $6.5M | Sell |
41,784
-161
| -0.4% | -$25K | 0.88% | 16 |
|
|
2021
Q1 | $6.39M | Sell |
41,945
-1,084
| -3% | -$165K | 0.92% | 14 |
|
|
2020
Q4 | $5.47M | Sell |
43,029
-350
| -0.8% | -$44.5K | 0.83% | 16 |
|
|
2020
Q3 | $4.18M | Sell |
43,379
-469
| -1% | -$45.2K | 0.74% | 20 |
|
|
2020
Q2 | $4.12M | Buy |
43,848
+2,925
| +7% | +$275K | 0.82% | 19 |
|
|
2020
Q1 | $3.68M | Sell |
40,923
-2,745
| -6% | -$247K | 1.03% | 17 |
|
|
2019
Q4 | $6.09M | Buy |
43,668
+231
| +0.5% | +$32.2K | 1.39% | 10 |
|
|
2019
Q3 | $5.11M | Buy |
43,437
+93
| +0.2% | +$10.9K | 1.28% | 9 |
|
|
2019
Q2 | $4.85M | Buy |
43,344
+387
| +0.9% | +$43.3K | 1.18% | 10 |
|
|
2019
Q1 | $4.35M | Buy |
42,957
+562
| +1% | +$56.9K | 1.11% | 11 |
|
|
2018
Q4 | $4.14M | Sell |
42,395
-3,511
| -8% | -$343K | 1.2% | 10 |
|
|
2018
Q3 | $5.18M | Buy |
45,906
+183
| +0.4% | +$20.7K | 1.31% | 8 |
|
|
2018
Q2 | $4.76M | Sell |
45,723
-2,163
| -5% | -$225K | 1.32% | 8 |
|
|
2018
Q1 | $5.27M | Buy |
47,886
+1,175
| +3% | +$129K | 1.52% | 7 |
|
|
2017
Q4 | $5M | Sell |
46,711
-24
| -0.1% | -$2.57K | 1.49% | 6 |
|
|
2017
Q3 | $4.46M | Sell |
46,735
-447
| -0.9% | -$42.7K | 1.46% | 5 |
|
|
2017
Q2 | $4.31M | Buy |
47,182
+168
| +0.4% | +$15.4K | 1.47% | 5 |
|
|
2017
Q1 | $4.13M | Sell |
47,014
-993
| -2% | -$87.2K | 1.46% | 5 |
|
|
2016
Q4 | $4.14M | Sell |
48,007
-1,077
| -2% | -$92.9K | 1.57% | 5 |
|
|
2016
Q3 | $3.27M | Sell |
49,084
-1,844
| -4% | -$123K | 1.3% | 7 |
|
|
2016
Q2 | $3.17M | Sell |
50,928
-966
| -2% | -$60K | 1.28% | 8 |
|
|
2016
Q1 | $3.07M | Buy |
51,894
+18,114
| +54% | +$1.07M | 1.1% | 13 |
|
|
2015
Q4 | $2.23M | Buy |
33,780
+329
| +1% | +$21.7K | 0.84% | 27 |
|
|
2015
Q3 | $2.04M | Buy |
33,451
+144
| +0.4% | +$8.78K | 0.78% | 34 |
|
|
2015
Q2 | $2.26M | Sell |
33,307
-4,919
| -13% | -$333K | 0.79% | 32 |
|
|
2015
Q1 | $2.32M | Sell |
38,226
-866
| -2% | -$52.5K | 0.82% | 29 |
|
|
2014
Q4 | $2.45M | Buy |
39,092
+8,015
| +26% | +$502K | 0.91% | 22 |
|
|
2014
Q3 | $1.87M | Sell |
31,077
-11,358
| -27% | -$684K | 0.72% | 32 |
|
|
2014
Q2 | $2.45M | Buy |
42,435
+2,742
| +7% | +$158K | 0.91% | 17 |
|
|
2014
Q1 | $2.41M | Buy |
39,693
+157
| +0.4% | +$9.53K | 0.99% | 16 |
|
|
2013
Q4 | $2.31M | Sell |
39,536
-1,519
| -4% | -$88.8K | 1.01% | 14 |
|
|
2013
Q3 | $2.12M | Sell |
41,055
-375
| -0.9% | -$19.4K | 1.02% | 13 |
|
|
2013
Q2 | $2.19M | Buy |
+41,430
| New | +$2.19M | 0.97% | 13 |
|