JPMorgan Chase & Co’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $405K | Sell |
8,199
-8,248
| -50% | -$407K | ﹤0.01% | 4158 |
|
2025
Q1 | $731K | Sell |
16,447
-18,165
| -52% | -$808K | ﹤0.01% | 3824 |
|
2024
Q4 | $1.77M | Buy |
34,612
+14,170
| +69% | +$725K | ﹤0.01% | 3466 |
|
2024
Q3 | $958K | Buy |
20,442
+16,164
| +378% | +$758K | ﹤0.01% | 3671 |
|
2024
Q2 | $195K | Sell |
4,278
-11,641
| -73% | -$530K | ﹤0.01% | 4288 |
|
2024
Q1 | $686K | Buy |
15,919
+4,458
| +39% | +$192K | ﹤0.01% | 3782 |
|
2023
Q4 | $558K | Buy |
11,461
+6,465
| +129% | +$315K | ﹤0.01% | 3842 |
|
2023
Q3 | $200K | Sell |
4,996
-1,164
| -19% | -$46.7K | ﹤0.01% | 4240 |
|
2023
Q2 | $270K | Buy |
6,160
+414
| +7% | +$18.1K | ﹤0.01% | 4111 |
|
2023
Q1 | $249K | Buy |
5,746
+412
| +8% | +$17.9K | ﹤0.01% | 4207 |
|
2022
Q4 | $277K | Buy |
5,334
+1,511
| +40% | +$78.5K | ﹤0.01% | 4062 |
|
2022
Q3 | $179K | Buy |
3,823
+82
| +2% | +$3.84K | ﹤0.01% | 4219 |
|
2022
Q2 | $209K | Sell |
3,741
-330
| -8% | -$18.4K | ﹤0.01% | 4309 |
|
2022
Q1 | $205K | Sell |
4,071
-6,413
| -61% | -$323K | ﹤0.01% | 4435 |
|
2021
Q4 | $553K | Buy |
10,484
+4,843
| +86% | +$255K | ﹤0.01% | 4002 |
|
2021
Q3 | $256K | Sell |
5,641
-3,922
| -41% | -$178K | ﹤0.01% | 4294 |
|
2021
Q2 | $408K | Sell |
9,563
-12,197
| -56% | -$520K | ﹤0.01% | 4110 |
|
2021
Q1 | $919K | Buy |
21,760
+1,019
| +5% | +$43K | ﹤0.01% | 3705 |
|
2020
Q4 | $763K | Buy |
20,741
+14,585
| +237% | +$537K | ﹤0.01% | 3517 |
|
2020
Q3 | $220K | Sell |
6,156
-2,679
| -30% | -$95.7K | ﹤0.01% | 3694 |
|
2020
Q2 | $338K | Sell |
8,835
-3,081
| -26% | -$118K | ﹤0.01% | 3456 |
|
2020
Q1 | $474K | Buy |
11,916
+939
| +9% | +$37.4K | ﹤0.01% | 3315 |
|
2019
Q4 | $553K | Buy |
10,977
+6,914
| +170% | +$348K | ﹤0.01% | 3370 |
|
2019
Q3 | $184K | Buy |
4,063
+2,170
| +115% | +$98.3K | ﹤0.01% | 3782 |
|
2019
Q2 | $81K | Buy |
1,893
+212
| +13% | +$9.07K | ﹤0.01% | 4091 |
|
2019
Q1 | $76K | Sell |
1,681
-572
| -25% | -$25.9K | ﹤0.01% | 4089 |
|
2018
Q4 | $100K | Buy |
2,253
+657
| +41% | +$29.2K | ﹤0.01% | 4045 |
|
2018
Q3 | $68K | Sell |
1,596
-77
| -5% | -$3.28K | ﹤0.01% | 4244 |
|
2018
Q2 | $79K | Buy |
1,673
+293
| +21% | +$13.8K | ﹤0.01% | 4161 |
|
2018
Q1 | $63K | Sell |
1,380
-98
| -7% | -$4.47K | ﹤0.01% | 4074 |
|
2017
Q4 | $69K | Buy |
+1,478
| New | +$69K | ﹤0.01% | 4028 |
|
2017
Q2 | – | Sell |
-4,866
| Closed | -$203K | – | 4459 |
|
2017
Q1 | $203K | Sell |
4,866
-5,904
| -55% | -$246K | ﹤0.01% | 3481 |
|
2016
Q4 | $524K | Buy |
+10,770
| New | +$524K | ﹤0.01% | 3261 |
|
2015
Q4 | – | Sell |
-45,600
| Closed | -$1.59M | – | 4113 |
|
2015
Q3 | $1.59M | Sell |
45,600
-15,200
| -25% | -$531K | ﹤0.01% | 2470 |
|
2015
Q2 | $2.41M | Sell |
60,800
-8,400
| -12% | -$333K | ﹤0.01% | 2427 |
|
2015
Q1 | $3.11M | Sell |
69,200
-14,200
| -17% | -$637K | ﹤0.01% | 2336 |
|
2014
Q4 | $4.14M | Sell |
83,400
-30,925
| -27% | -$1.54M | ﹤0.01% | 2148 |
|
2014
Q3 | $5.26M | Buy |
114,325
+91,600
| +403% | +$4.21M | ﹤0.01% | 2003 |
|
2014
Q2 | $1.17M | Buy |
+22,725
| New | +$1.17M | ﹤0.01% | 2714 |
|