JEST
JTC Employer Solutions Trustee’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.5M | Sell |
246,878
-60,827
| -20% | -$17.6M | 6.82% | 2 |
|
|
2025
Q1 | $75.5M | Sell |
307,705
-1,531
| -0.5% | -$375K | 6.2% | 2 |
|
|
2024
Q4 | $74M | Sell |
309,236
-2,395
| -0.8% | -$573K | 5.25% | 4 |
|
|
2024
Q3 | $65.7M | Sell |
311,631
-5,800
| -2% | -$1.22M | 4.29% | 4 |
|
|
2024
Q2 | $64.2M | Sell |
317,431
-6,200
| -2% | -$1.25M | 4.3% | 4 |
|
|
2024
Q1 | $64.6M | Sell |
323,631
-10,472
| -3% | -$2.09M | 4.1% | 4 |
|
|
2023
Q4 | $56.9M | Sell |
334,103
-2,117
| -0.6% | -$361K | 5.14% | 4 |
|
|
2023
Q3 | $48.8M | Sell |
336,220
-5,454
| -2% | -$791K | 4.54% | 5 |
|
|
2023
Q2 | $49.7M | Hold |
341,674
| – | – | 4.73% | 4 |
|
|
2023
Q1 | $44.5M | Sell |
341,674
-429
| -0.1% | -$55.9K | 4.72% | 3 |
|
|
2022
Q4 | $45.9M | Sell |
342,103
-30,500
| -8% | -$4.09M | 3.93% | 3 |
|
|
2022
Q3 | $39M | Buy |
372,603
+323,660
| +661% | +$33.9M | 6.48% | 3 |
|
|
2022
Q2 | $5.51M | Sell |
48,943
-871
| -2% | -$98.1K | 0.72% | 15 |
|
|
2022
Q1 | $6.79M | Hold |
49,814
| – | – | 0.75% | 18 |
|
|
2021
Q4 | $7.89M | Hold |
49,814
| – | – | 0.97% | 18 |
|
|
2021
Q3 | $8.16M | Hold |
49,814
| – | – | 1.09% | 15 |
|
|
2021
Q2 | $7.74M | Buy |
+49,814
| New | +$7.74M | 1.14% | 11 |
|