JPMorgan Chase & Co’s Citizens CIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Buy |
41,587
+30,229
| +266% | +$105K | ﹤0.01% | 4626 |
|
|
2025
Q1 | $51.7K | Buy |
11,358
+6,653
| +141% | +$30.3K | ﹤0.01% | 5022 |
|
|
2024
Q4 | $18.9K | Buy |
4,705
+4,499
| +2,184% | +$18K | ﹤0.01% | 5237 |
|
|
2024
Q3 | $746 | Sell |
206
-340
| -62% | -$1.23K | ﹤0.01% | 5684 |
|
|
2024
Q2 | $1.49K | Sell |
546
-7,212
| -93% | -$19.6K | ﹤0.01% | 5542 |
|
|
2024
Q1 | $16.6K | Sell |
7,758
-34,155
| -81% | -$73.1K | ﹤0.01% | 5267 |
|
|
2023
Q4 | $113K | Buy |
41,913
+41,794
| +35,121% | +$112K | ﹤0.01% | 4720 |
|
|
2023
Q3 | $339 | Buy |
+119
| New | +$339 | ﹤0.01% | 5813 |
|
|
2023
Q2 | – | Sell |
-945
| Closed | -$4K | – | 6018 |
|
|
2023
Q1 | $4K | Buy |
945
+574
| +155% | +$2.43K | ﹤0.01% | 5416 |
|
|
2022
Q4 | $1K | Buy |
371
+312
| +529% | +$841 | ﹤0.01% | 5427 |
|
|
2022
Q3 | $0 | Buy |
+59
| New | – | ﹤0.01% | 5544 |
|
|
2022
Q2 | – | Sell |
-53,350
| Closed | -$226K | – | 5612 |
|
|
2022
Q1 | $226K | Sell |
53,350
-49,331
| -48% | -$209K | ﹤0.01% | 4383 |
|
|
2021
Q4 | $546K | Buy |
102,681
+37,385
| +57% | +$199K | ﹤0.01% | 4009 |
|
|
2021
Q3 | $405K | Sell |
65,296
-21,735
| -25% | -$135K | ﹤0.01% | 4072 |
|
|
2021
Q2 | $460K | Sell |
87,031
-83,370
| -49% | -$441K | ﹤0.01% | 4049 |
|
|
2021
Q1 | $987K | Buy |
170,401
+8,912
| +6% | +$51.6K | ﹤0.01% | 3668 |
|
|
2020
Q4 | $926K | Buy |
161,489
+118,066
| +272% | +$677K | ﹤0.01% | 3423 |
|
|
2020
Q3 | $244K | Buy |
43,423
+26,744
| +160% | +$150K | ﹤0.01% | 3655 |
|
|
2020
Q2 | $100K | Buy |
16,679
+445
| +3% | +$2.67K | ﹤0.01% | 3969 |
|
|
2020
Q1 | $106K | Buy |
16,234
+15
| +0.1% | +$98 | ﹤0.01% | 3921 |
|
|
2019
Q4 | $109K | Hold |
16,219
| – | – | ﹤0.01% | 3993 |
|
|
2019
Q3 | $111K | Buy |
16,219
+2,631
| +19% | +$18K | ﹤0.01% | 3955 |
|
|
2019
Q2 | $98K | Buy |
13,588
+1,515
| +13% | +$10.9K | ﹤0.01% | 4031 |
|
|
2019
Q1 | $81K | Sell |
12,073
-566
| -4% | -$3.8K | ﹤0.01% | 4073 |
|
|
2018
Q4 | $95K | Buy |
12,639
+1,177
| +10% | +$8.85K | ﹤0.01% | 4066 |
|
|
2018
Q3 | $96K | Buy |
11,462
+1,413
| +14% | +$11.8K | ﹤0.01% | 4135 |
|
|
2018
Q2 | $78K | Buy |
10,049
+668
| +7% | +$5.19K | ﹤0.01% | 4162 |
|
|
2018
Q1 | $69K | Sell |
9,381
-673
| -7% | -$4.95K | ﹤0.01% | 4044 |
|
|
2017
Q4 | $74K | Buy |
+10,054
| New | +$74K | ﹤0.01% | 4007 |
|
|
2016
Q3 | – | Sell |
-102
| Closed | -$1K | – | 4093 |
|
|
2016
Q2 | $1K | Buy |
102
+51
| +100% | +$500 | ﹤0.01% | 4147 |
|
|
2016
Q1 | $0 | Buy |
+51
| New | – | ﹤0.01% | 4149 |
|
|
2014
Q3 | – | Sell |
-10,754
| Closed | -$80K | – | 3410 |
|
|
2014
Q2 | $80K | Buy |
+10,754
| New | +$80K | ﹤0.01% | 3358 |
|
|
2013
Q4 | – | Sell |
-36,089
| Closed | -$311K | – | 3631 |
|
|
2013
Q3 | $311K | Buy |
36,089
+23,627
| +190% | +$204K | ﹤0.01% | 3510 |
|
|
2013
Q2 | $75K | Buy |
+12,462
| New | +$75K | ﹤0.01% | 3726 |
|