JP Morgan Chase’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.55M | Buy |
113,522
+17,037
| +18% | +$1.04M | ﹤0.01% | 3074 |
|
|
2025
Q4 | $5.54M | Sell |
96,485
-15,478
| -14% | -$890K | ﹤0.01% | 3214 |
|
|
2025
Q3 | $6.57M | Sell |
111,963
-5,587
| -5% | -$323K | ﹤0.01% | 3118 |
|
|
2025
Q2 | $6.69M | Sell |
117,550
-61,017
| -34% | -$3.39M | ﹤0.01% | 2896 |
|
|
2025
Q1 | $10.2M | Sell |
178,567
-169,838
| -49% | -$10.5M | ﹤0.01% | 2534 |
|
|
2024
Q4 | $21.5M | Buy |
348,405
+236,028
| +210% | +$15.1M | ﹤0.01% | 1973 |
|
|
2024
Q3 | $6.53M | Buy |
112,377
+1,587
| +1% | +$90.9K | ﹤0.01% | 3005 |
|
|
2024
Q2 | $5.23M | Buy |
110,790
+2,339
| +2% | +$106K | ﹤0.01% | 3001 |
|
|
2024
Q1 | $5.21M | Buy |
108,451
+34,690
| +47% | +$1.62M | ﹤0.01% | 3071 |
|
|
2023
Q4 | $3.84M | Sell |
73,761
-2,194
| -3% | -$98.6K | ﹤0.01% | 3314 |
|
|
2023
Q3 | $3.21M | Sell |
75,955
-19,010
| -20% | -$901K | ﹤0.01% | 3179 |
|
|
2023
Q2 | $4.45M | Sell |
94,965
-135,941
| -59% | -$6.66M | ﹤0.01% | 2951 |
|
|
2023
Q1 | $12.1M | Buy |
230,906
+158,768
| +220% | +$9.3M | ﹤0.01% | 2106 |
|
|
2022
Q4 | $4.54M | Sell |
72,138
-174,214
| -71% | -$10.9M | ﹤0.01% | 2903 |
|
|
2022
Q3 | $14.8M | Buy |
246,352
+43,861
| +22% | +$2.89M | ﹤0.01% | 1820 |
|
|
2022
Q2 | $12.8M | Buy |
202,491
+60,738
| +43% | +$3.98M | ﹤0.01% | 1961 |
|
|
2022
Q1 | $9.94M | Sell |
141,753
-67,735
| -32% | -$4.93M | ﹤0.01% | 2378 |
|
|
2021
Q4 | $15.6M | Buy |
209,488
+65,225
| +45% | +$4.75M | ﹤0.01% | 2039 |
|
|
2021
Q3 | $9.87M | Sell |
144,263
-118,531
| -45% | -$8.5M | ﹤0.01% | 2391 |
|
|
2021
Q2 | $19.9M | Sell |
262,794
-42,672
| -14% | -$3.36M | ﹤0.01% | 1847 |
|
|
2021
Q1 | $23.4M | Sell |
305,466
-55,983
| -15% | -$4.02M | ﹤0.01% | 1622 |
|
|
2020
Q4 | $22.5M | Buy |
361,449
+31,423
| +10% | +$1.93M | ﹤0.01% | 1536 |
|
|
2020
Q3 | $17.8M | Sell |
330,026
-68,032
| -17% | -$3.92M | ﹤0.01% | 1572 |
|
|
2020
Q2 | $22.7M | Buy |
398,058
+67,421
| +20% | +$3.96M | ﹤0.01% | 1291 |
|
|
2020
Q1 | $19.4M | Sell |
330,637
-179,284
| -35% | -$11.6M | ﹤0.01% | 1277 |
|
|
2019
Q4 | $36.2M | Buy |
509,921
+283,475
| +125% | +$19M | 0.01% | 1153 |
|
|
2019
Q3 | $14M | Buy |
226,446
+6,080
| +3% | +$384K | ﹤0.01% | 1861 |
|
|
2019
Q2 | $14.3M | Buy |
220,366
+8,514
| +4% | +$545K | ﹤0.01% | 1824 |
|
|
2019
Q1 | $12.7M | Sell |
211,852
-66,379
| -24% | -$4.09M | ﹤0.01% | 1851 |
|
|
2018
Q4 | $16.2M | Sell |
278,231
-2,677
| -1% | -$162K | ﹤0.01% | 1639 |
|
|
2018
Q3 | $17.2M | Sell |
280,908
-95,847
| -25% | -$6.11M | ﹤0.01% | 1784 |
|
|
2018
Q2 | $22.3M | Buy |
376,755
+50,767
| +16% | +$2.96M | ﹤0.01% | 1503 |
|
|
2018
Q1 | $17.5M | Sell |
325,988
-19,138
| -6% | -$1.04M | ﹤0.01% | 1605 |
|
|
2017
Q4 | $18.6M | Buy |
345,126
+31,302
| +10% | +$1.7M | ﹤0.01% | 1629 |
|
|
2017
Q3 | $17.2M | Buy |
313,824
+30,369
| +11% | +$1.62M | ﹤0.01% | 1616 |
|
|
2017
Q2 | $15.8M | Buy |
283,455
+21,793
| +8% | +$1.21M | ﹤0.01% | 1622 |
|
|
2017
Q1 | $14.4M | Sell |
261,662
-110,001
| -30% | -$6.42M | ﹤0.01% | 1691 |
|
|
2016
Q4 | $23M | Buy |
371,663
+115,214
| +45% | +$6.15M | 0.01% | 1377 |
|
|
2016
Q3 | $12.3M | Sell |
256,449
-4,903
| -2% | -$221K | ﹤0.01% | 1654 |
|
|
2016
Q2 | $10.7M | Sell |
261,352
-9,375
| -3% | -$372K | ﹤0.01% | 1791 |
|
|
2016
Q1 | $10.3M | Sell |
270,727
-5,567
| -2% | -$208K | ﹤0.01% | 1749 |
|
|
2015
Q4 | $11M | Sell |
276,294
-1,944
| -0.7% | -$78.9K | ﹤0.01% | 1752 |
|
|
2015
Q3 | $10.3M | Buy |
278,238
+2,793
| +1% | +$104K | ﹤0.01% | 1736 |
|
|
2015
Q2 | $10.4M | Buy |
275,445
+6,300
| +2% | +$226K | ﹤0.01% | 1904 |
|
|
2015
Q1 | $9.53M | Buy |
269,145
+12,150
| +5% | +$429K | ﹤0.01% | 1934 |
|
|
2014
Q4 | $9.8M | Buy |
256,995
+4,092
| +2% | +$150K | ﹤0.01% | 1964 |
|
|
2014
Q3 | $8.49M | Sell |
252,903
-1,650
| -0.6% | -$58.4K | ﹤0.01% | 2032 |
|
|
2014
Q2 | $9.21M | Sell |
254,553
-46,969
| -16% | -$1.73M | ﹤0.01% | 1789 |
|
|
2014
Q1 | $11.8M | Sell |
301,522
-3,264
| -1% | -$121K | ﹤0.01% | 1631 |
|
|
2013
Q4 | $12.1M | Sell |
304,786
-17,175
| -5% | -$635K | ﹤0.01% | 1658 |
|
|
2013
Q3 | $11M | Buy |
321,961
+15,990
| +5% | +$535K | ﹤0.01% | 1707 |
|
|
2013
Q2 | $9.44M | Buy |
+305,971
| New | +$8.92M | ﹤0.01% | 1717 |
|
Other funds holding CBU
VPM
VCM
