NB
NBT Bank’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4M | Sell |
132,483
-4,327
| -3% | -$1.25M | 2.64% | 3 |
|
|
2025
Q1 | $33.6M | Sell |
136,810
-3,841
| -3% | -$942K | 2.42% | 4 |
|
|
2024
Q4 | $33.7M | Sell |
140,651
-2,377
| -2% | -$570K | 2.35% | 4 |
|
|
2024
Q3 | $30.2M | Sell |
143,028
-3,301
| -2% | -$696K | 2.03% | 5 |
|
|
2024
Q2 | $29.6M | Sell |
146,329
-48
| -0% | -$9.71K | 2.12% | 6 |
|
|
2024
Q1 | $29.3M | Sell |
146,377
-5,823
| -4% | -$1.17M | 2.15% | 5 |
|
|
2023
Q4 | $25.9M | Buy |
152,200
+8,614
| +6% | +$1.47M | 2.03% | 5 |
|
|
2023
Q3 | $20.8M | Buy |
143,586
+45,699
| +47% | +$6.63M | 2% | 7 |
|
|
2023
Q2 | $14.2M | Sell |
97,887
-1,111
| -1% | -$162K | 2.03% | 6 |
|
|
2023
Q1 | $12.9M | Sell |
98,998
-624
| -0.6% | -$81.3K | 1.89% | 7 |
|
|
2022
Q4 | $13.4M | Sell |
99,622
-342
| -0.3% | -$45.9K | 1.95% | 8 |
|
|
2022
Q3 | $10.4M | Sell |
99,964
-2,609
| -3% | -$273K | 1.71% | 11 |
|
|
2022
Q2 | $11.6M | Buy |
102,573
+303
| +0.3% | +$34.1K | 1.76% | 10 |
|
|
2022
Q1 | $13.9M | Sell |
102,270
-1,966
| -2% | -$268K | 1.86% | 7 |
|
|
2021
Q4 | $16.5M | Sell |
104,236
-1,807
| -2% | -$286K | 2.12% | 6 |
|
|
2021
Q3 | $17.4M | Sell |
106,043
-3,396
| -3% | -$556K | 2.41% | 5 |
|
|
2021
Q2 | $17M | Sell |
109,439
-3,156
| -3% | -$491K | 2.34% | 5 |
|
|
2021
Q1 | $17.1M | Sell |
112,595
-4,406
| -4% | -$671K | 2.46% | 5 |
|
|
2020
Q4 | $14.9M | Sell |
117,001
-7,985
| -6% | -$1.01M | 2.26% | 5 |
|
|
2020
Q3 | $12M | Buy |
124,986
+5,456
| +5% | +$525K | 2% | 8 |
|
|
2020
Q2 | $11.2M | Sell |
119,530
-1,946
| -2% | -$183K | 2% | 7 |
|
|
2020
Q1 | $10.9M | Sell |
121,476
-644
| -0.5% | -$58K | 2.24% | 7 |
|
|
2019
Q4 | $17M | Buy |
122,120
+2,790
| +2% | +$389K | 2.68% | 5 |
|
|
2019
Q3 | $14M | Sell |
119,330
-2,509
| -2% | -$295K | 2.46% | 5 |
|
|
2019
Q2 | $13.6M | Sell |
121,839
-3,641
| -3% | -$407K | 2.44% | 5 |
|
|
2019
Q1 | $12.7M | Sell |
125,480
-1,666
| -1% | -$169K | 2.31% | 6 |
|
|
2018
Q4 | $12.4M | Sell |
127,146
-2,521
| -2% | -$246K | 2.01% | 7 |
|
|
2018
Q3 | $14.6M | Sell |
129,667
-7,942
| -6% | -$896K | 2.37% | 7 |
|
|
2018
Q2 | $14.3M | Sell |
137,609
-10,957
| -7% | -$1.14M | 2.57% | 6 |
|
|
2018
Q1 | $16.3M | Sell |
148,566
-2,692
| -2% | -$296K | 2.67% | 5 |
|
|
2017
Q4 | $16.2M | Sell |
151,258
-3,704
| -2% | -$396K | 2.55% | 6 |
|
|
2017
Q3 | $14.8M | Sell |
154,962
-9,631
| -6% | -$920K | 2.37% | 7 |
|
|
2017
Q2 | $15M | Sell |
164,593
-9,802
| -6% | -$896K | 2.45% | 6 |
|
|
2017
Q1 | $15.3M | Sell |
174,395
-3,799
| -2% | -$334K | 2.54% | 5 |
|
|
2016
Q4 | $15.4M | Sell |
178,194
-2,879
| -2% | -$248K | 2.64% | 4 |
|
|
2016
Q3 | $12.1M | Buy |
181,073
+2,046
| +1% | +$136K | 2.1% | 8 |
|
|
2016
Q2 | $11.1M | Sell |
179,027
-686
| -0.4% | -$42.6K | 1.94% | 10 |
|
|
2016
Q1 | $10.6M | Sell |
179,713
-679
| -0.4% | -$40.2K | 1.87% | 11 |
|
|
2015
Q4 | $11.9M | Sell |
180,392
-1,114
| -0.6% | -$73.6K | 2.13% | 8 |
|
|
2015
Q3 | $11.1M | Sell |
181,506
-8,916
| -5% | -$544K | 2.07% | 7 |
|
|
2015
Q2 | $12.9M | Sell |
190,422
-2,159
| -1% | -$146K | 2.11% | 8 |
|
|
2015
Q1 | $11.7M | Sell |
192,581
-2,719
| -1% | -$165K | 1.86% | 12 |
|
|
2014
Q4 | $12.2M | Sell |
195,300
-728
| -0.4% | -$45.6K | 1.91% | 11 |
|
|
2014
Q3 | $11.8M | Sell |
196,028
-9,841
| -5% | -$593K | 1.89% | 11 |
|
|
2014
Q2 | $11.9M | Sell |
205,869
-16,060
| -7% | -$925K | 1.8% | 13 |
|
|
2014
Q1 | $13.5M | Sell |
221,929
-1,641
| -0.7% | -$99.6K | 1.96% | 9 |
|
|
2013
Q4 | $13.1M | Sell |
223,570
-2,611
| -1% | -$153K | 1.87% | 11 |
|
|
2013
Q3 | $11.7M | Buy |
226,181
+12,120
| +6% | +$626K | 1.74% | 12 |
|
|
2013
Q2 | $11.3M | Buy |
+214,061
| New | +$11.3M | 1.7% | 13 |
|