Probity Advisors’s JPMorgan Chase JPM Stock Holding History

Probity Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.29M	Sell	4,450 -770	-15%	-$223K	0.23%	76
2025 Q1	$1.28M	Sell	5,220 -217	-4%	-$53.2K	0.25%	73
2024 Q4	$1.3M	Buy	5,437 +432	+9%	+$104K	0.25%	69
2024 Q3	$1.06M	Sell	5,005 -341	-6%	-$71.9K	0.2%	94
2024 Q2	$1.08M	Sell	5,346 -303	-5%	-$61.3K	0.22%	80
2024 Q1	$1.13M	Sell	5,649 -5	-0.1%	-$1K	0.23%	87
2023 Q4	$962K	Sell	5,654 -1,022	-15%	-$174K	0.21%	94
2023 Q3	$968K	Sell	6,676 -200	-3%	-$29K	0.22%	68
2023 Q2	$1M	Buy	+6,876	New	+$1M	0.22%	68
2022 Q4	$927K	Hold	6,913	–	–	0.21%	76
2022 Q3	$722K	Buy	6,913 +27	+0.4%	+$2.82K	0.18%	87
2022 Q2	$775K	Sell	6,886 -31	-0.4%	-$3.49K	0.18%	91
2022 Q1	$943K	Sell	6,917 -674	-9%	-$91.9K	0.19%	85
2021 Q4	$1.2M	Sell	7,591 -339	-4%	-$53.7K	0.24%	79
2021 Q3	$1.3M	Sell	7,930 -158	-2%	-$25.9K	0.27%	66
2021 Q2	$1.26M	Buy	8,088 +8	+0.1%	+$1.24K	0.26%	69
2021 Q1	$1.23M	Buy	+8,080	New	+$1.23M	0.27%	71
2020 Q3	$798K	Sell	8,288 -30	-0.4%	-$2.89K	0.23%	84
2020 Q2	$782K	Sell	8,318 -30	-0.4%	-$2.82K	0.24%	80
2020 Q1	$752K	Sell	8,348 -194	-2%	-$17.5K	0.28%	72
2019 Q4	$1.19M	Sell	8,542 -354	-4%	-$49.4K	0.36%	57
2019 Q3	$1.05M	Buy	8,896 +70	+0.8%	+$8.24K	0.34%	62
2019 Q2	$987K	Sell	8,826 -23	-0.3%	-$2.57K	0.33%	67
2019 Q1	$896K	Sell	8,849 -32	-0.4%	-$3.24K	0.31%	68
2018 Q4	$867K	Sell	8,881 -40	-0.4%	-$3.91K	0.32%	66
2018 Q3	$1.01M	Sell	8,921 -17	-0.2%	-$1.92K	0.33%	66
2018 Q2	$931K	Sell	8,938 -40	-0.4%	-$4.17K	0.33%	67
2018 Q1	$987K	Sell	8,978 -199	-2%	-$21.9K	0.34%	68
2017 Q4	$981K	Sell	9,177 -497	-5%	-$53.1K	0.34%	58
2017 Q3	$924K	Sell	9,674 -23	-0.2%	-$2.2K	0.34%	57
2017 Q2	$886K	Sell	9,697 -370	-4%	-$33.8K	0.33%	62
2017 Q1	$884K	Buy	10,067 +822	+9%	+$72.2K	0.34%	60
2016 Q4	$798K	Sell	9,245 -30	-0.3%	-$2.59K	0.34%	63
2016 Q3	$618K	Sell	9,275 -123	-1%	-$8.2K	0.27%	77
2016 Q2	$584K	Buy	+9,398	New	+$584K	0.26%	78