JPMorgan Chase & Co’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70K | Buy |
2,457
+2,212
| +903% | +$63K | ﹤0.01% | 4945 |
|
|
2025
Q1 | $6.97K | Buy |
+245
| New | +$6.97K | ﹤0.01% | 5510 |
|
|
2023
Q4 | – | Sell |
-269
| Closed | -$5.83K | – | 6490 |
|
|
2023
Q3 | $5.83K | Buy |
+269
| New | +$5.83K | ﹤0.01% | 5409 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | – | – | 6011 |
|
|
2023
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5820 |
|
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5595 |
|
|
2021
Q3 | – | Sell |
-1,604
| Closed | -$36K | – | 5530 |
|
|
2021
Q2 | $36K | Sell |
1,604
-22,643
| -93% | -$508K | ﹤0.01% | 5021 |
|
|
2021
Q1 | $537K | Buy |
24,247
+609
| +3% | +$13.5K | ﹤0.01% | 4004 |
|
|
2020
Q4 | $473K | Buy |
23,638
+7,946
| +51% | +$159K | ﹤0.01% | 3780 |
|
|
2020
Q3 | $296K | Sell |
15,692
-443
| -3% | -$8.36K | ﹤0.01% | 3584 |
|
|
2020
Q2 | $352K | Buy |
+16,135
| New | +$352K | ﹤0.01% | 3438 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$3K | – | 4668 |
|
|
2019
Q4 | $3K | Sell |
100
-85
| -46% | -$2.55K | ﹤0.01% | 4613 |
|
|
2019
Q3 | $5K | Buy |
185
+82
| +80% | +$2.22K | ﹤0.01% | 4630 |
|
|
2019
Q2 | $2K | Sell |
103
-1,037
| -91% | -$20.1K | ﹤0.01% | 4756 |
|
|
2019
Q1 | $27K | Sell |
1,140
-216
| -16% | -$5.12K | ﹤0.01% | 4425 |
|
|
2018
Q4 | $34K | Buy |
1,356
+274
| +25% | +$6.87K | ﹤0.01% | 4373 |
|
|
2018
Q3 | $33K | Sell |
1,082
-141
| -12% | -$4.3K | ﹤0.01% | 4479 |
|
|
2018
Q2 | $42K | Buy |
+1,223
| New | +$42K | ﹤0.01% | 4364 |
|