PFSC
Peoples Financial Services Corp’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Sell |
14,649
-1,704
| -10% | -$494K | 2.1% | 9 |
|
|
2025
Q1 | $4.01M | Sell |
16,353
-260
| -2% | -$63.8K | 1.93% | 11 |
|
|
2024
Q4 | $3.98M | Sell |
16,613
-157
| -0.9% | -$37.6K | 1.84% | 10 |
|
|
2024
Q3 | $3.54M | Sell |
16,770
-291
| -2% | -$61.4K | 1.6% | 12 |
|
|
2024
Q2 | $3.45M | Sell |
17,061
-979
| -5% | -$198K | 1.56% | 13 |
|
|
2024
Q1 | $3.61M | Sell |
18,040
-663
| -4% | -$133K | 1.57% | 14 |
|
|
2023
Q4 | $3.18M | Sell |
18,703
-41
| -0.2% | -$6.97K | 1.38% | 16 |
|
|
2023
Q3 | $2.72M | Sell |
18,744
-857
| -4% | -$124K | 1.28% | 18 |
|
|
2023
Q2 | $2.85M | Buy |
19,601
+104
| +0.5% | +$15.1K | 1.28% | 17 |
|
|
2023
Q1 | $2.54M | Buy |
19,497
+170
| +0.9% | +$22.2K | 1.19% | 21 |
|
|
2022
Q4 | $2.59M | Sell |
19,327
-520
| -3% | -$69.7K | 1.21% | 19 |
|
|
2022
Q3 | $2.07M | Buy |
19,847
+227
| +1% | +$23.7K | 1.07% | 25 |
|
|
2022
Q2 | $2.21M | Buy |
19,620
+465
| +2% | +$52.4K | 1.05% | 24 |
|
|
2022
Q1 | $2.61M | Sell |
19,155
-722
| -4% | -$98.4K | 1.13% | 22 |
|
|
2021
Q4 | $3.15M | Buy |
19,877
+325
| +2% | +$51.5K | 1.22% | 17 |
|
|
2021
Q3 | $3.2M | Buy |
19,552
+110
| +0.6% | +$18K | 1.35% | 15 |
|
|
2021
Q2 | $3.02M | Sell |
19,442
-13
| -0.1% | -$2.02K | 1.27% | 20 |
|
|
2021
Q1 | $2.96M | Buy |
19,455
+420
| +2% | +$63.9K | 1.29% | 19 |
|
|
2020
Q4 | $2.42M | Buy |
19,035
+710
| +4% | +$90.2K | 1.11% | 22 |
|
|
2020
Q3 | $1.77M | Sell |
18,325
-250
| -1% | -$24.1K | 0.89% | 32 |
|
|
2020
Q2 | $1.75M | Buy |
18,575
+750
| +4% | +$70.5K | 0.92% | 32 |
|
|
2020
Q1 | $1.61M | Buy |
17,825
+1,215
| +7% | +$109K | 0.94% | 31 |
|
|
2019
Q4 | $2.32M | Sell |
16,610
-60
| -0.4% | -$8.37K | 1.09% | 26 |
|
|
2019
Q3 | $1.96M | Buy |
16,670
+15
| +0.1% | +$1.77K | 0.98% | 30 |
|
|
2019
Q2 | $1.86M | Sell |
16,655
-105
| -0.6% | -$11.7K | 0.94% | 31 |
|
|
2019
Q1 | $1.7M | Sell |
16,760
-165
| -1% | -$16.7K | 0.87% | 37 |
|
|
2018
Q4 | $1.65M | Sell |
16,925
-50
| -0.3% | -$4.88K | 0.94% | 32 |
|
|
2018
Q3 | $1.92M | Buy |
16,975
+2,245
| +15% | +$253K | 0.97% | 28 |
|
|
2018
Q2 | $1.54M | Sell |
14,730
-700
| -5% | -$72.9K | 0.86% | 41 |
|
|
2018
Q1 | $1.7M | Hold |
15,430
| – | – | 0.97% | 31 |
|
|
2017
Q4 | $1.65M | Hold |
15,430
| – | – | 0.9% | 36 |
|
|
2017
Q3 | $1.47M | Sell |
15,430
-200
| -1% | -$19.1K | 0.84% | 35 |
|
|
2017
Q2 | $1.43M | Buy |
15,630
+75
| +0.5% | +$6.85K | 0.84% | 35 |
|
|
2017
Q1 | $1.37M | Sell |
15,555
-3,422
| -18% | -$301K | 0.81% | 35 |
|
|
2016
Q4 | $1.18M | Buy |
18,977
+341
| +2% | +$21.2K | 0.73% | 41 |
|
|
2016
Q3 | $1.24M | Sell |
18,636
-341
| -2% | -$22.7K | 0.77% | 39 |
|
|
2016
Q2 | $1.18M | Sell |
18,977
-500
| -3% | -$31.1K | 0.73% | 41 |
|
|
2016
Q1 | $1.15M | Buy |
19,477
+950
| +5% | +$56.2K | 0.73% | 42 |
|
|
2015
Q4 | $1.22M | Sell |
18,527
-100
| -0.5% | -$6.6K | 0.81% | 34 |
|
|
2015
Q3 | $1.14M | Sell |
18,627
-550
| -3% | -$33.5K | 0.81% | 35 |
|
|
2015
Q2 | $1.3M | Sell |
19,177
-572
| -3% | -$38.8K | 0.87% | 34 |
|
|
2015
Q1 | $1.2M | Sell |
19,749
-30
| -0.2% | -$1.82K | 0.79% | 35 |
|
|
2014
Q4 | $1.24M | Sell |
19,779
-50
| -0.3% | -$3.13K | 0.81% | 36 |
|
|
2014
Q3 | $1.2M | Sell |
19,829
-620
| -3% | -$37.4K | 0.81% | 36 |
|
|
2014
Q2 | $1.18M | Sell |
20,449
-720
| -3% | -$41.5K | 0.75% | 37 |
|
|
2014
Q1 | $1.29M | Sell |
21,169
-440
| -2% | -$26.7K | 0.95% | 32 |
|
|
2013
Q4 | $1.26M | Buy |
+21,609
| New | +$1.26M | 0.83% | 35 |
|