Pioneer Trust Bank’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 | $13.6M | Sell |
46,820
-1,006
| -2% | -$292K | 3.46% | 8 |
|
|
2025
Q1 | $11.7M | Sell |
47,826
-1,079
| -2% | -$265K | 3.09% | 9 |
|
|
2024
Q4 | $11.7M | Sell |
48,905
-367
| -0.7% | -$88K | 2.95% | 11 |
|
|
2024
Q3 | $10.4M | Sell |
49,272
-1,680
| -3% | -$354K | 2.66% | 11 |
|
|
2024
Q2 | $10.3M | Sell |
50,952
-5,224
| -9% | -$1.06M | 2.78% | 11 |
|
|
2024
Q1 | $11.3M | Buy |
56,176
+180
| +0.3% | +$36.1K | 3.13% | 9 |
|
|
2023
Q4 | $9.52M | Buy |
55,996
+1,856
| +3% | +$316K | 2.84% | 10 |
|
|
2023
Q3 | $7.85M | Sell |
54,140
-6,670
| -11% | -$967K | 2.6% | 12 |
|
|
2023
Q2 | $8.84M | Sell |
60,810
-411
| -0.7% | -$59.8K | 2.55% | 14 |
|
|
2023
Q1 | $7.98M | Sell |
61,221
-2,647
| -4% | -$345K | 2.35% | 15 |
|
|
2022
Q4 | $8.56M | Sell |
63,868
-2,025
| -3% | -$272K | 2.6% | 13 |
|
|
2022
Q3 | $6.89M | Buy |
65,893
+2,894
| +5% | +$302K | 2.34% | 15 |
|
|
2022
Q2 | $7.09M | Sell |
62,999
-1,529
| -2% | -$172K | 2.3% | 18 |
|
|
2022
Q1 | $8.8M | Buy |
64,528
+76
| +0.1% | +$10.4K | 2.4% | 15 |
|
|
2021
Q4 | $10.2M | Sell |
64,452
-420
| -0.6% | -$66.5K | 2.65% | 13 |
|
|
2021
Q3 | $10.6M | Sell |
64,872
-620
| -0.9% | -$101K | 3.04% | 9 |
|
|
2021
Q2 | $10.2M | Sell |
65,492
-9,285
| -12% | -$1.44M | 2.89% | 10 |
|
|
2021
Q1 | $11.4M | Sell |
74,777
-690
| -0.9% | -$105K | 3.25% | 9 |
|
|
2020
Q4 | $9.59M | Sell |
75,467
-2,697
| -3% | -$343K | 2.92% | 11 |
|
|
2020
Q3 | $7.53M | Buy |
78,164
+525
| +0.7% | +$50.5K | 2.68% | 12 |
|
|
2020
Q2 | $7.3M | Buy |
77,639
+11,405
| +17% | +$1.07M | 2.81% | 12 |
|
|
2020
Q1 | $5.96M | Buy |
66,234
+1,141
| +2% | +$103K | 2.75% | 13 |
|
|
2019
Q4 | $9.07M | Buy |
65,093
+1,846
| +3% | +$257K | 3.39% | 7 |
|
|
2019
Q3 | $7.44M | Sell |
63,247
-97
| -0.2% | -$11.4K | 3.05% | 8 |
|
|
2019
Q2 | $7.08M | Sell |
63,344
-1,585
| -2% | -$177K | 2.93% | 11 |
|
|
2019
Q1 | $6.57M | Buy |
64,929
+1,067
| +2% | +$108K | 2.83% | 11 |
|
|
2018
Q4 | $6.23M | Buy |
63,862
+1,650
| +3% | +$161K | 3% | 8 |
|
|
2018
Q3 | $7.02M | Buy |
62,212
+5,655
| +10% | +$638K | 3.06% | 7 |
|
|
2018
Q2 | $5.89M | Buy |
56,557
+1,218
| +2% | +$127K | 2.82% | 11 |
|
|
2018
Q1 | $6.09M | Sell |
55,339
-145
| -0.3% | -$15.9K | 3.09% | 7 |
|
|
2017
Q4 | $5.93M | Sell |
55,484
-310
| -0.6% | -$33.1K | 2.91% | 10 |
|
|
2017
Q3 | $5.33M | Buy |
55,794
+1,485
| +3% | +$142K | 2.77% | 10 |
|
|
2017
Q2 | $4.96M | Sell |
54,309
-1,085
| -2% | -$99.2K | 2.75% | 12 |
|
|
2017
Q1 | $4.87M | Buy |
55,394
+1,445
| +3% | +$127K | 2.77% | 12 |
|
|
2016
Q4 | $4.66M | Sell |
53,949
-845
| -2% | -$72.9K | 2.74% | 13 |
|
|
2016
Q3 | $3.65M | Buy |
54,794
+700
| +1% | +$46.6K | 2.23% | 20 |
|
|
2016
Q2 | $3.36M | Buy |
54,094
+4,135
| +8% | +$257K | 2.04% | 21 |
|
|
2016
Q1 | $2.96M | Buy |
49,959
+2,270
| +5% | +$134K | 1.86% | 24 |
|
|
2015
Q4 | $3.15M | Buy |
47,689
+2,595
| +6% | +$171K | 2.04% | 21 |
|
|
2015
Q3 | $2.75M | Buy |
45,094
+1,000
| +2% | +$61K | 1.89% | 24 |
|
|
2015
Q2 | $2.99M | Buy |
44,094
+1,195
| +3% | +$81K | 1.93% | 24 |
|
|
2015
Q1 | $2.6M | Buy |
42,899
+1,715
| +4% | +$104K | 1.68% | 28 |
|
|
2014
Q4 | $2.58M | Buy |
41,184
+575
| +1% | +$36K | 1.69% | 26 |
|
|
2014
Q3 | $2.45M | Buy |
40,609
+300
| +0.7% | +$18.1K | 1.69% | 27 |
|
|
2014
Q2 | $2.32M | Sell |
40,309
-50
| -0.1% | -$2.88K | 1.6% | 29 |
|
|
2014
Q1 | $2.45M | Sell |
40,359
-650
| -2% | -$39.5K | 1.74% | 25 |
|
|
2013
Q4 | $2.4M | Sell |
41,009
-365
| -0.9% | -$21.3K | 1.7% | 27 |
|
|
2013
Q3 | $2.14M | Hold |
41,374
| – | – | 1.64% | 29 |
|
|
2013
Q2 | $2.18M | Buy |
+41,374
| New | +$2.18M | 1.69% | 30 |
|