JPMorgan Chase & Co’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
10,392
-11,704
| -53% | -$593K | ﹤0.01% | 4040 |
|
|
2025
Q1 | $1.04M | Sell |
22,096
-27,922
| -56% | -$1.32M | ﹤0.01% | 3643 |
|
|
2024
Q4 | $2.32M | Buy |
50,018
+25,550
| +104% | +$1.18M | ﹤0.01% | 3296 |
|
|
2024
Q3 | $1.12M | Buy |
24,468
+18,458
| +307% | +$842K | ﹤0.01% | 3586 |
|
|
2024
Q2 | $222K | Sell |
6,010
-9,940
| -62% | -$368K | ﹤0.01% | 4230 |
|
|
2024
Q1 | $598K | Buy |
15,950
+8,072
| +102% | +$303K | ﹤0.01% | 3857 |
|
|
2023
Q4 | $316K | Buy |
7,878
+2,545
| +48% | +$102K | ﹤0.01% | 4155 |
|
|
2023
Q3 | $160K | Sell |
5,333
-4,216
| -44% | -$127K | ﹤0.01% | 4353 |
|
|
2023
Q2 | $282K | Buy |
9,549
+283
| +3% | +$8.35K | ﹤0.01% | 4088 |
|
|
2023
Q1 | $282K | Sell |
9,266
-284
| -3% | -$8.64K | ﹤0.01% | 4126 |
|
|
2022
Q4 | $348K | Buy |
9,550
+2,193
| +30% | +$79.9K | ﹤0.01% | 3935 |
|
|
2022
Q3 | $238K | Buy |
7,357
+94
| +1% | +$3.04K | ﹤0.01% | 4098 |
|
|
2022
Q2 | $227K | Buy |
7,263
+600
| +9% | +$18.8K | ﹤0.01% | 4264 |
|
|
2022
Q1 | $219K | Buy |
6,663
+1,880
| +39% | +$61.8K | ﹤0.01% | 4397 |
|
|
2021
Q4 | $140K | Buy |
+4,783
| New | +$140K | ﹤0.01% | 4697 |
|
|
2021
Q3 | – | Sell |
-4,009
| Closed | -$109K | – | 5571 |
|
|
2021
Q2 | $109K | Sell |
4,009
-62,224
| -94% | -$1.69M | ﹤0.01% | 4739 |
|
|
2021
Q1 | $1.64M | Sell |
66,233
-5,339
| -7% | -$132K | ﹤0.01% | 3357 |
|
|
2020
Q4 | $1.32M | Buy |
71,572
+8,758
| +14% | +$161K | ﹤0.01% | 3222 |
|
|
2020
Q3 | $901K | Sell |
62,814
-8,718
| -12% | -$125K | ﹤0.01% | 3143 |
|
|
2020
Q2 | $1.18M | Sell |
71,532
-12,772
| -15% | -$210K | ﹤0.01% | 2933 |
|
|
2020
Q1 | $1.31M | Sell |
84,304
-12,459
| -13% | -$193K | ﹤0.01% | 2820 |
|
|
2019
Q4 | $2.55M | Buy |
96,763
+1,038
| +1% | +$27.3K | ﹤0.01% | 2556 |
|
|
2019
Q3 | $2.31M | Buy |
95,725
+5,325
| +6% | +$128K | ﹤0.01% | 2655 |
|
|
2019
Q2 | $2.13M | Buy |
90,400
+955
| +1% | +$22.4K | ﹤0.01% | 2635 |
|
|
2019
Q1 | $1.79M | Buy |
89,445
+995
| +1% | +$19.9K | ﹤0.01% | 2702 |
|
|
2018
Q4 | $1.73M | Buy |
88,450
+3,692
| +4% | +$72K | ﹤0.01% | 2744 |
|
|
2018
Q3 | $1.97M | Sell |
84,758
-1,955
| -2% | -$45.3K | ﹤0.01% | 2800 |
|
|
2018
Q2 | $2.26M | Sell |
86,713
-5,321
| -6% | -$138K | ﹤0.01% | 2738 |
|
|
2018
Q1 | $2.32M | Sell |
92,034
-7,441
| -7% | -$187K | ﹤0.01% | 2655 |
|
|
2017
Q4 | $2.2M | Sell |
99,475
-3,725
| -4% | -$82.4K | ﹤0.01% | 2691 |
|
|
2017
Q3 | $2.34M | Sell |
103,200
-8,481
| -8% | -$192K | ﹤0.01% | 2551 |
|
|
2017
Q2 | $2.58M | Sell |
111,681
-4,530
| -4% | -$105K | ﹤0.01% | 2481 |
|
|
2017
Q1 | $3.02M | Sell |
116,211
-13,834
| -11% | -$359K | ﹤0.01% | 2396 |
|
|
2016
Q4 | $3.09M | Buy |
130,045
+27,345
| +27% | +$649K | ﹤0.01% | 2442 |
|
|
2016
Q3 | $2.41M | Sell |
102,700
-700
| -0.7% | -$16.4K | ﹤0.01% | 2376 |
|
|
2016
Q2 | $2.43M | Sell |
103,400
-1,600
| -2% | -$37.6K | ﹤0.01% | 2364 |
|
|
2016
Q1 | $2.41M | Sell |
105,000
-2,400
| -2% | -$55K | ﹤0.01% | 2299 |
|
|
2015
Q4 | $2.69M | Sell |
107,400
-3,900
| -4% | -$97.5K | ﹤0.01% | 2246 |
|
|
2015
Q3 | $2.62M | Buy |
111,300
+2,200
| +2% | +$51.7K | ﹤0.01% | 2256 |
|
|
2015
Q2 | $2.56M | Buy |
109,100
+15,400
| +16% | +$361K | ﹤0.01% | 2395 |
|
|
2015
Q1 | $2.03M | Buy |
93,700
+26,600
| +40% | +$575K | ﹤0.01% | 2527 |
|
|
2014
Q4 | $1.61M | Hold |
67,100
| – | – | ﹤0.01% | 2581 |
|
|
2014
Q3 | $1.47M | Hold |
67,100
| – | – | ﹤0.01% | 2582 |
|
|
2014
Q2 | $1.58M | Buy |
+67,100
| New | +$1.58M | ﹤0.01% | 2588 |
|