Mechanics Bank - Trust Department’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
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|
2025
Q1 | $9.66M | Sell |
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|
2024
Q4 | $9.59M | Buy |
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|
2024
Q3 | $8.23M | Sell |
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|
2024
Q2 | $7.93M | Buy |
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|
2024
Q1 | $7.76M | Buy |
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|
2023
Q4 | $6.57M | Buy |
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|
2023
Q3 | $5.35M | Sell |
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|
2023
Q2 | $5.39M | Sell |
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|
2023
Q1 | $4.84M | Sell |
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|
2022
Q4 | $5.12M | Sell |
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|
2022
Q3 | $4.08M | Sell |
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|
2022
Q2 | $4.42M | Buy |
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|
2022
Q1 | $5.32M | Buy |
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|
2021
Q4 | $6.15M | Sell |
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|
2021
Q3 | $6.5M | Sell |
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|
2021
Q2 | $6.19M | Sell |
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|
2021
Q1 | $6.27M | Sell |
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|
2020
Q4 | $5.4M | Sell |
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|
2020
Q3 | $4.09M | Buy |
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|
2020
Q2 | $3.99M | Buy |
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|
2020
Q1 | $3.78M | Buy |
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|
2019
Q4 | $4.91M | Sell |
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|
2019
Q3 | $4.17M | Sell |
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|
2019
Q2 | $4.16M | Sell |
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|
2019
Q1 | $3.81M | Buy |
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|
2018
Q4 | $3.57M | Sell |
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|
2018
Q3 | $4.15M | Sell |
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|
2018
Q2 | $3.9M | Buy |
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|
2018
Q1 | $3.92M | Buy |
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|
2017
Q4 | $3.76M | Buy |
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|
2017
Q3 | $3.33M | Sell |
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|
2017
Q2 | $3.25M | Buy |
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|
2017
Q1 | $3.01M | Sell |
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|
2016
Q4 | $3.35M | Sell |
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|
2016
Q3 | $2.6M | Buy |
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|
2016
Q2 | $2.35M | Buy |
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|
2016
Q1 | $2.09M | Buy |
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|
2015
Q4 | $2.19M | Buy |
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|
2015
Q3 | $1.89M | Buy |
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|
2015
Q2 | $1.57M | Sell |
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|
2015
Q1 | $1.42M | Buy |
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|
2014
Q4 | $1.12M | Buy |
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|
2014
Q3 | $736K | Buy |
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|
2014
Q2 | $679K | Sell |
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|
2014
Q1 | $721K | Hold |
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|
2013
Q4 | $695K | Sell |
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|
2013
Q3 | $629K | Buy |
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|
2013
Q2 | $556K | Buy |
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