Members Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Buy |
10,726
+1,097
| +11% | +$318K | 0.11% | 25 |
|
|
2025
Q1 | $2.36M | Buy |
9,629
+1,710
| +22% | +$419K | 0.08% | 28 |
|
|
2024
Q4 | $1.9M | Sell |
7,919
-298
| -4% | -$71.4K | 0.07% | 26 |
|
|
2024
Q3 | $1.73M | Buy |
8,217
+41
| +0.5% | +$8.65K | 0.06% | 26 |
|
|
2024
Q2 | $1.65M | Sell |
8,176
-95
| -1% | -$19.2K | 0.05% | 26 |
|
|
2024
Q1 | $1.66M | Sell |
8,271
-742
| -8% | -$149K | 0.05% | 25 |
|
|
2023
Q4 | $1.53M | Buy |
9,013
+541
| +6% | +$92.1K | 0.04% | 24 |
|
|
2023
Q3 | $1.25M | Sell |
8,472
-441
| -5% | -$65.1K | 0.04% | 30 |
|
|
2023
Q2 | $1.3M | Buy |
+8,913
| New | +$1.3M | 0.04% | 28 |
|
|
2022
Q4 | – | Sell |
-9,787
| Closed | -$1.02M | – | 77 |
|
|
2022
Q3 | $1.02M | Buy |
9,787
+1,609
| +20% | +$168K | 0.03% | 33 |
|
|
2022
Q2 | $921K | Sell |
8,178
-75
| -0.9% | -$8.45K | 0.03% | 37 |
|
|
2022
Q1 | $1.13M | Sell |
8,253
-406
| -5% | -$55.3K | 0.03% | 34 |
|
|
2021
Q4 | $1.37M | Buy |
8,659
+614
| +8% | +$97.2K | 0.04% | 33 |
|
|
2021
Q3 | $1.34M | Buy |
8,045
+869
| +12% | +$144K | 0.04% | 34 |
|
|
2021
Q2 | $1.12M | Buy |
7,176
+758
| +12% | +$118K | 0.04% | 37 |
|
|
2021
Q1 | $977K | Sell |
6,418
-207
| -3% | -$31.5K | 0.03% | 39 |
|
|
2020
Q4 | $842K | Buy |
6,625
+124
| +2% | +$15.8K | 0.03% | 42 |
|
|
2020
Q3 | $626K | Buy |
6,501
+327
| +5% | +$31.5K | 0.02% | 45 |
|
|
2020
Q2 | $581K | Buy |
+6,174
| New | +$581K | 0.02% | 48 |
|
|
2018
Q1 | $700K | Buy |
6,374
+258
| +4% | +$28.3K | 0.04% | 37 |
|
|
2017
Q4 | $654K | Buy |
6,116
+413
| +7% | +$44.2K | 0.03% | 39 |
|
|
2017
Q3 | $545K | Sell |
5,703
-137
| -2% | -$13.1K | 0.03% | 37 |
|
|
2017
Q2 | $534K | Sell |
5,840
-498
| -8% | -$45.5K | 0.03% | 41 |
|
|
2017
Q1 | $557K | Buy |
+6,338
| New | +$557K | 0.03% | 41 |
|
|
2016
Q3 | $475K | Buy |
7,137
+301
| +4% | +$20K | 0.03% | 45 |
|
|
2016
Q2 | $425K | Buy |
+6,836
| New | +$425K | 0.03% | 51 |
|