Moody National Bank Trust Division’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
Q3 | $10.5M | Buy |
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|
2025
Q2 | $9.56M | Buy |
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|
2025
Q1 | $7.9M | Sell |
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|
2024
Q4 | $7.83M | Sell |
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|
2024
Q3 | $7.25M | Buy |
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|
2024
Q2 | $6.95M | Buy |
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|
2024
Q1 | $6.59M | Sell |
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|
2023
Q4 | $5.65M | Sell |
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|
2023
Q3 | $9.15M | Buy |
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|
2023
Q2 | $9.02M | Sell |
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|
2023
Q1 | $8.14M | Buy |
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|
2022
Q4 | $8.32M | Sell |
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|
2022
Q3 | $6.57M | Buy |
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|
2022
Q2 | $6.99M | Sell |
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|
2022
Q1 | $8.77M | Sell |
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|
2021
Q4 | $11.3M | Sell |
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|
2021
Q3 | $51M | Sell |
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|
2021
Q2 | $48.5M | Sell |
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|
2021
Q1 | $47.6M | Sell |
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|
2020
Q4 | $39.8M | Buy |
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|
2020
Q3 | $30M | Buy |
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|
2020
Q2 | $29.3M | Sell |
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|
2020
Q1 | $28.1M | Buy |
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|
2019
Q4 | $43.3M | Buy |
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|
2019
Q3 | $36.4M | Buy |
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|
2019
Q2 | $34.5M | Hold |
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|
2019
Q1 | $31.3M | Buy |
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|
2018
Q4 | $30.2M | Buy |
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|
2018
Q3 | $34.6M | Buy |
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|
2018
Q2 | $3.39M | Buy |
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|
2018
Q1 | $3.57M | Sell |
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|
2017
Q4 | $3.54M | Sell |
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|
2017
Q3 | $3.17M | Sell |
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|
2017
Q2 | $3.82M | Sell |
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|
2017
Q1 | $3.69M | Buy |
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|
2016
Q4 | $3.62M | Hold |
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|
2016
Q3 | $2.79M | Sell |
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|
2016
Q2 | $2.66M | Buy |
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|
2016
Q1 | $2.53M | Buy |
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|
2015
Q4 | $2.8M | Hold |
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|
2015
Q3 | $2.59M | Sell |
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|
2015
Q2 | $2.87M | Hold |
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|
2015
Q1 | $2.57M | Sell |
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|
2014
Q4 | $2.69M | Sell |
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|
2014
Q3 | $2.6M | Sell |
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|
2014
Q2 | $2.52M | Sell |
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|
2014
Q1 | $3.2M | Buy |
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|
2013
Q4 | $2.62M | Buy |
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|
2013
Q3 | $2.28M | Sell |
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|
2013
Q2 | $2.46M | Buy |
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