Private Trust Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.9M | Sell |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $10M | Buy |
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|
2024
Q4 | $9.45M | Sell |
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|
2024
Q3 | $8.83M | Sell |
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|
2024
Q2 | $8.55M | Sell |
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|
2024
Q1 | $8.81M | Sell |
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|
2023
Q4 | $7.93M | Sell |
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|
2023
Q3 | $7.1M | Buy |
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|
2023
Q2 | $6.95M | Buy |
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|
2023
Q1 | $6M | Buy |
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|
2022
Q4 | $5.8M | Sell |
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|
2022
Q3 | $4.75M | Sell |
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|
2022
Q2 | $5.2M | Sell |
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|
2022
Q1 | $11.3M | Sell |
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|
2021
Q4 | $13.7M | Sell |
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|
2021
Q3 | $14.8M | Buy |
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|
2021
Q2 | $13.8M | Buy |
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|
2021
Q1 | $12.4M | Buy |
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|
2020
Q4 | $10.3M | Sell |
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|
2020
Q3 | $8.45M | Buy |
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|
2020
Q2 | $7.67M | Buy |
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|
2020
Q1 | $6.6M | Sell |
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|
2019
Q4 | $12M | Buy |
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|
2019
Q3 | $10.1M | Sell |
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|
2019
Q2 | $9.68M | Buy |
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|
2019
Q1 | $8.29M | Sell |
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|
2018
Q4 | $8.02M | Buy |
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|
2018
Q3 | $9.23M | Buy |
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|
2018
Q2 | $8.45M | Buy |
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|
2018
Q1 | $8.73M | Buy |
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|
2017
Q4 | $8.29M | Sell |
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|
2017
Q3 | $7.46M | Buy |
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|
2017
Q2 | $6.77M | Buy |
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|
2017
Q1 | $6.14M | Sell |
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|
2016
Q4 | $7.67M | Sell |
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|
2016
Q3 | $6.32M | Buy |
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|
2016
Q2 | $5.51M | Buy |
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|
2016
Q1 | $5.04M | Sell |
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|
2015
Q4 | $5.98M | Buy |
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|
2015
Q3 | $5.49M | Buy |
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|
2015
Q2 | $6.04M | Buy |
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|
2015
Q1 | $5.39M | Buy |
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|
2014
Q4 | $3.47M | Buy |
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|
2014
Q3 | $2.16M | Sell |
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|
2014
Q2 | $2.3M | Sell |
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|
2014
Q1 | $2.46M | Sell |
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|
2013
Q4 | $2.56M | Sell |
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|
2013
Q3 | $2.27M | Buy |
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|
2013
Q2 | $2.04M | Buy |
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