Parkside Financial Bank & 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 | $11.4M | Buy |
39,181
+6,927
| +21% | +$2.01M | 1.22% | 17 |
|
|
2025
Q1 | $7.91M | Sell |
32,254
-768
| -2% | -$188K | 1% | 18 |
|
|
2024
Q4 | $7.92M | Buy |
33,022
+1,654
| +5% | +$396K | 1.05% | 18 |
|
|
2024
Q3 | $6.61M | Buy |
31,368
+890
| +3% | +$188K | 0.92% | 19 |
|
|
2024
Q2 | $6.16M | Sell |
30,478
-458
| -1% | -$92.6K | 0.97% | 21 |
|
|
2024
Q1 | $6.2M | Buy |
30,936
+3,017
| +11% | +$604K | 0.99% | 20 |
|
|
2023
Q4 | $4.75M | Buy |
27,919
+7,211
| +35% | +$1.23M | 0.86% | 18 |
|
|
2023
Q3 | $3M | Buy |
20,708
+460
| +2% | +$66.7K | 0.7% | 25 |
|
|
2023
Q2 | $2.94M | Buy |
20,248
+2,451
| +14% | +$356K | 0.7% | 26 |
|
|
2023
Q1 | $2.32M | Buy |
17,797
+581
| +3% | +$75.7K | 0.62% | 32 |
|
|
2022
Q4 | $2.31M | Buy |
17,216
+590
| +4% | +$79.1K | 0.67% | 28 |
|
|
2022
Q3 | $1.74M | Sell |
16,626
-596
| -3% | -$62.3K | 0.56% | 33 |
|
|
2022
Q2 | $1.94M | Sell |
17,222
-384
| -2% | -$43.3K | 0.59% | 32 |
|
|
2022
Q1 | $2.4M | Sell |
17,606
-407
| -2% | -$55.5K | 0.64% | 21 |
|
|
2021
Q4 | $2.85M | Buy |
18,013
+3,238
| +22% | +$513K | 0.7% | 23 |
|
|
2021
Q3 | $2.42M | Buy |
14,775
+244
| +2% | +$39.9K | 0.71% | 21 |
|
|
2021
Q2 | $2.26M | Sell |
14,531
-5,869
| -29% | -$913K | 0.65% | 25 |
|
|
2021
Q1 | $3.11M | Sell |
20,400
-321
| -2% | -$48.9K | 0.94% | 18 |
|
|
2020
Q4 | $2.63M | Buy |
20,721
+854
| +4% | +$109K | 0.83% | 20 |
|
|
2020
Q3 | $1.91M | Sell |
19,867
-2,725
| -12% | -$262K | 0.67% | 23 |
|
|
2020
Q2 | $2.13M | Buy |
22,592
+858
| +4% | +$80.7K | 0.7% | 21 |
|
|
2020
Q1 | $1.96M | Buy |
21,734
+1,957
| +10% | +$176K | 0.74% | 23 |
|
|
2019
Q4 | $2.76M | Buy |
19,777
+6,185
| +46% | +$862K | 0.8% | 19 |
|
|
2019
Q3 | $1.6M | Sell |
13,592
-338
| -2% | -$39.8K | 0.52% | 27 |
|
|
2019
Q2 | $1.56M | Buy |
13,930
+730
| +6% | +$81.6K | 0.5% | 30 |
|
|
2019
Q1 | $1.34M | Buy |
13,200
+840
| +7% | +$85.1K | 0.45% | 35 |
|
|
2018
Q4 | $1.21M | Buy |
12,360
+423
| +4% | +$41.3K | 0.43% | 38 |
|
|
2018
Q3 | $1.35M | Sell |
11,937
-146
| -1% | -$16.5K | 0.47% | 34 |
|
|
2018
Q2 | $1.26M | Buy |
12,083
+464
| +4% | +$48.3K | 0.47% | 37 |
|
|
2018
Q1 | $1.28M | Sell |
11,619
-196
| -2% | -$21.6K | 0.48% | 33 |
|
|
2017
Q4 | $1.26M | Buy |
11,815
+461
| +4% | +$49.3K | 0.46% | 36 |
|
|
2017
Q3 | $1.08M | Sell |
11,354
-499
| -4% | -$47.6K | 0.42% | 43 |
|
|
2017
Q2 | $1.08M | Buy |
11,853
+555
| +5% | +$50.8K | 0.45% | 42 |
|
|
2017
Q1 | $993K | Sell |
11,298
-1,691
| -13% | -$149K | 0.43% | 47 |
|
|
2016
Q4 | $1.12M | Buy |
12,989
+399
| +3% | +$34.4K | 0.49% | 41 |
|
|
2016
Q3 | $838K | Buy |
12,590
+384
| +3% | +$25.6K | 0.38% | 55 |
|
|
2016
Q2 | $758K | Sell |
12,206
-706
| -5% | -$43.8K | 0.37% | 55 |
|
|
2016
Q1 | $765K | Sell |
12,912
-254
| -2% | -$15K | 0.39% | 51 |
|
|
2015
Q4 | $870K | Buy |
13,166
+1,748
| +15% | +$116K | 0.43% | 44 |
|
|
2015
Q3 | $696K | Sell |
11,418
-6,149
| -35% | -$375K | 0.4% | 51 |
|
|
2015
Q2 | $1.19M | Sell |
17,567
-193
| -1% | -$13.1K | 0.63% | 40 |
|
|
2015
Q1 | $1.08M | Buy |
17,760
+1,776
| +11% | +$108K | 0.58% | 43 |
|
|
2014
Q4 | $1M | Buy |
15,984
+510
| +3% | +$31.9K | 0.56% | 48 |
|
|
2014
Q3 | $932K | Sell |
15,474
-1,290
| -8% | -$77.7K | 0.56% | 50 |
|
|
2014
Q2 | $965K | Buy |
16,764
+396
| +2% | +$22.8K | 0.57% | 55 |
|
|
2014
Q1 | $994K | Buy |
16,368
+3,335
| +26% | +$203K | 0.62% | 49 |
|
|
2013
Q4 | $762K | Sell |
13,033
-355
| -3% | -$20.8K | 0.52% | 53 |
|
|
2013
Q3 | $692K | Sell |
13,388
-565
| -4% | -$29.2K | 0.54% | 54 |
|
|
2013
Q2 | $736K | Buy |
+13,953
| New | +$736K | 0.58% | 52 |
|