Plimoth 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 | $13.2M | Sell |
45,502
-296
| -0.6% | -$85.8K | 3.16% | 5 |
|
|
2025
Q1 | $11.2M | Sell |
45,798
-1,430
| -3% | -$351K | 2.93% | 5 |
|
|
2024
Q4 | $11.3M | Sell |
47,228
-687
| -1% | -$165K | 2.91% | 6 |
|
|
2024
Q3 | $10.1M | Sell |
47,915
-5,011
| -9% | -$1.06M | 2.55% | 6 |
|
|
2024
Q2 | $10.7M | Sell |
52,926
-3,032
| -5% | -$613K | 2.86% | 6 |
|
|
2024
Q1 | $11.2M | Sell |
55,958
-2,186
| -4% | -$438K | 2.99% | 4 |
|
|
2023
Q4 | $9.89M | Sell |
58,144
-1,167
| -2% | -$199K | 2.85% | 3 |
|
|
2023
Q3 | $8.6M | Sell |
59,311
-732
| -1% | -$106K | 2.69% | 3 |
|
|
2023
Q2 | $8.73M | Sell |
60,043
-59
| -0.1% | -$8.58K | 2.61% | 3 |
|
|
2023
Q1 | $7.83M | Sell |
60,102
-719
| -1% | -$93.7K | 2.43% | 3 |
|
|
2022
Q4 | $8.16M | Sell |
60,821
-1,903
| -3% | -$255K | 2.63% | 3 |
|
|
2022
Q3 | $6.56M | Sell |
62,724
-1,267
| -2% | -$132K | 2.27% | 5 |
|
|
2022
Q2 | $7.21M | Sell |
63,991
-789
| -1% | -$88.9K | 2.27% | 6 |
|
|
2022
Q1 | $8.83M | Buy |
64,780
+766
| +1% | +$104K | 2.35% | 6 |
|
|
2021
Q4 | $10.1M | Buy |
64,014
+1,144
| +2% | +$181K | 2.57% | 4 |
|
|
2021
Q3 | $10.3M | Buy |
62,870
+614
| +1% | +$101K | 2.91% | 4 |
|
|
2021
Q2 | $9.68M | Buy |
62,256
+1,465
| +2% | +$228K | 2.72% | 4 |
|
|
2021
Q1 | $9.25M | Buy |
60,791
+133
| +0.2% | +$20.2K | 2.73% | 5 |
|
|
2020
Q4 | $7.71M | Buy |
60,658
+425
| +0.7% | +$54K | 2.41% | 5 |
|
|
2020
Q3 | $5.8M | Buy |
60,233
+991
| +2% | +$95.4K | 1.94% | 9 |
|
|
2020
Q2 | $5.57M | Buy |
59,242
+7,405
| +14% | +$696K | 1.98% | 8 |
|
|
2020
Q1 | $4.67M | Sell |
51,837
-3,682
| -7% | -$331K | 1.96% | 9 |
|
|
2019
Q4 | $7.74M | Sell |
55,519
-1,685
| -3% | -$235K | 2.5% | 7 |
|
|
2019
Q3 | $6.73M | Sell |
57,204
-3,383
| -6% | -$398K | 2.21% | 7 |
|
|
2019
Q2 | $6.77M | Sell |
60,587
-1,255
| -2% | -$140K | 2.23% | 6 |
|
|
2019
Q1 | $6.26M | Buy |
61,842
+313
| +0.5% | +$31.7K | 2.08% | 6 |
|
|
2018
Q4 | $6.01M | Sell |
61,529
-584
| -0.9% | -$57K | 2.21% | 5 |
|
|
2018
Q3 | $7.01M | Sell |
62,113
-1,105
| -2% | -$125K | 2.27% | 5 |
|
|
2018
Q2 | $6.59M | Sell |
63,218
-2,683
| -4% | -$280K | 2.26% | 5 |
|
|
2018
Q1 | $7.25M | Buy |
65,901
+4,401
| +7% | +$484K | 2.5% | 4 |
|
|
2017
Q4 | $6.58M | Buy |
+61,500
| New | +$6.58M | 2.36% | 5 |
|