Missouri Trust & Investment Company’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
$5.31M Sell
18,332
-89
-0.5% -$25.8K 1.74% 9
2025
Q1
$4.52M Sell
18,421
-384
-2% -$94.2K 1.59% 9
2024
Q4
$4.51M Sell
18,805
-93
-0.5% -$22.3K 1.58% 10
2024
Q3
$3.98M Sell
18,898
-189
-1% -$39.9K 1.39% 10
2024
Q2
$3.86M Buy
19,087
+2,665
+16% +$539K 1.45% 11
2024
Q1
$3.29M Sell
16,422
-594
-3% -$119K 1.27% 12
2023
Q4
$2.89M Buy
17,016
+459
+3% +$78.1K 1.17% 13
2023
Q3
$2.4M Buy
16,557
+522
+3% +$75.7K 1.08% 12
2023
Q2
$2.33M Buy
16,035
+1,037
+7% +$151K 1.31% 12
2023
Q1
$1.95M Sell
14,998
-333
-2% -$43.4K 1.26% 12
2022
Q4
$2.06M Buy
15,331
+53
+0.3% +$7.11K 1.23% 14
2022
Q3
$1.6M Sell
15,278
-84
-0.5% -$8.78K 1.05% 16
2022
Q2
$1.73M Buy
15,362
+1,034
+7% +$116K 1.13% 15
2022
Q1
$1.95M Buy
14,328
+1,637
+13% +$223K 1.15% 14
2021
Q4
$2.01M Buy
+12,691
New +$2.01M 1.16% 15