Sabal 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
Q1 | $51.9M | Sell |
211,479
-12,197
| -5% | -$2.99M | 2.88% | 2 |
|
|
2024
Q4 | $53.6M | Sell |
223,676
-14,637
| -6% | -$3.51M | 3.1% | 2 |
|
|
2024
Q3 | $50.3M | Sell |
238,313
-10,120
| -4% | -$2.13M | 2.73% | 2 |
|
|
2024
Q2 | $50.2M | Sell |
248,433
-10,791
| -4% | -$2.18M | 2.99% | 2 |
|
|
2024
Q1 | $51.9M | Sell |
259,224
-7,971
| -3% | -$1.6M | 3.01% | 3 |
|
|
2023
Q4 | $45.4M | Sell |
267,195
-6,203
| -2% | -$1.06M | 2.79% | 2 |
|
|
2023
Q3 | $39.6M | Sell |
273,398
-4,256
| -2% | -$617K | 2.65% | 4 |
|
|
2023
Q2 | $40.4M | Buy |
277,654
+409
| +0.1% | +$59.5K | 2.57% | 7 |
|
|
2023
Q1 | $36.1M | Sell |
277,245
-1,455
| -0.5% | -$190K | 2.52% | 11 |
|
|
2022
Q4 | $37.4M | Buy |
278,700
+1,269
| +0.5% | +$170K | 2.54% | 11 |
|
|
2022
Q3 | $29M | Buy |
277,431
+11,191
| +4% | +$1.17M | 2.19% | 15 |
|
|
2022
Q2 | $30M | Buy |
266,240
+13,266
| +5% | +$1.49M | 2.15% | 15 |
|
|
2022
Q1 | $34.5M | Buy |
252,974
+4,011
| +2% | +$547K | 2.39% | 15 |
|
|
2021
Q4 | $39.4M | Sell |
248,963
-1,360
| -0.5% | -$215K | 2.5% | 11 |
|
|
2021
Q3 | $41M | Buy |
250,323
+1,483
| +0.6% | +$243K | 2.93% | 3 |
|
|
2021
Q2 | $38.7M | Sell |
248,840
-1,697
| -0.7% | -$264K | 2.79% | 5 |
|
|
2021
Q1 | $38.1M | Sell |
250,537
-4,405
| -2% | -$671K | 2.83% | 4 |
|
|
2020
Q4 | $32.4M | Buy |
254,942
+726
| +0.3% | +$92.3K | 2.61% | 7 |
|
|
2020
Q3 | $24.5M | Sell |
254,216
-3,109
| -1% | -$299K | 2.14% | 20 |
|
|
2020
Q2 | $24.2M | Buy |
257,325
+12,238
| +5% | +$1.15M | 2.26% | 20 |
|
|
2020
Q1 | $22.1M | Sell |
245,087
-16,816
| -6% | -$1.51M | 2.48% | 19 |
|
|
2019
Q4 | $36.5M | Buy |
261,903
+1,003
| +0.4% | +$140K | 2.9% | 3 |
|
|
2019
Q3 | $30.7M | Buy |
260,900
+6,589
| +3% | +$775K | 2.48% | 19 |
|
|
2019
Q2 | $28.4M | Buy |
254,311
+5,836
| +2% | +$652K | 2.5% | 22 |
|
|
2019
Q1 | $25.2M | Buy |
248,475
+36,270
| +17% | +$3.67M | 2.24% | 24 |
|
|
2018
Q4 | $20.7M | Sell |
212,205
-25,400
| -11% | -$2.48M | 2.13% | 23 |
|
|
2018
Q3 | $26.8M | Buy |
237,605
+5,001
| +2% | +$564K | 2.37% | 18 |
|
|
2018
Q2 | $24.2M | Buy |
232,604
+14,017
| +6% | +$1.46M | 2.31% | 22 |
|
|
2018
Q1 | $24M | Buy |
218,587
+214,855
| +5,757% | +$23.6M | 2.3% | 25 |
|
|
2017
Q4 | $399K | Sell |
3,732
-339
| -8% | -$36.2K | 0.04% | 97 |
|
|
2017
Q3 | $389K | Buy |
4,071
+79
| +2% | +$7.55K | 0.04% | 99 |
|
|
2017
Q2 | $365K | Buy |
3,992
+486
| +14% | +$44.4K | 0.04% | 100 |
|
|
2017
Q1 | $308K | Buy |
3,506
+576
| +20% | +$50.6K | 0.03% | 106 |
|
|
2016
Q4 | $253K | Sell |
2,930
-700
| -19% | -$60.4K | 0.03% | 107 |
|
|
2016
Q3 | $242K | Buy |
3,630
+20
| +0.6% | +$1.33K | 0.03% | 115 |
|
|
2016
Q2 | $224K | Buy |
+3,610
| New | +$224K | 0.03% | 114 |
|