Sabal Trust’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
Q1 | $51.9M | Sell |
211,479
-12,197
| -5% | -$3.11M | 2.88% | 2 |
|
|
2024
Q4 | $53.6M | Sell |
223,676
-14,637
| -6% | -$3.41M | 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% | -$2.11M | 2.99% | 2 |
|
|
2024
Q1 | $51.9M | Sell |
259,224
-7,971
| -3% | -$1.44M | 3.01% | 3 |
|
|
2023
Q4 | $45.4M | Sell |
267,195
-6,203
| -2% | -$940K | 2.79% | 2 |
|
|
2023
Q3 | $39.6M | Sell |
273,398
-4,256
| -2% | -$638K | 2.65% | 4 |
|
|
2023
Q2 | $40.4M | Buy |
277,654
+409
| +0.1% | +$56.3K | 2.57% | 7 |
|
|
2023
Q1 | $36.1M | Sell |
277,245
-1,455
| -0.5% | -$199K | 2.52% | 11 |
|
|
2022
Q4 | $37.4M | Buy |
278,700
+1,269
| +0.5% | +$161K | 2.54% | 11 |
|
|
2022
Q3 | $29M | Buy |
277,431
+11,191
| +4% | +$1.28M | 2.19% | 15 |
|
|
2022
Q2 | $30M | Buy |
266,240
+13,266
| +5% | +$1.64M | 2.15% | 15 |
|
|
2022
Q1 | $34.5M | Buy |
252,974
+4,011
| +2% | +$592K | 2.39% | 15 |
|
|
2021
Q4 | $39.4M | Sell |
248,963
-1,360
| -0.5% | -$223K | 2.5% | 11 |
|
|
2021
Q3 | $41M | Buy |
250,323
+1,483
| +0.6% | +$232K | 2.93% | 3 |
|
|
2021
Q2 | $38.7M | Sell |
248,840
-1,697
| -0.7% | -$267K | 2.79% | 5 |
|
|
2021
Q1 | $38.1M | Sell |
250,537
-4,405
| -2% | -$634K | 2.83% | 4 |
|
|
2020
Q4 | $32.4M | Buy |
254,942
+726
| +0.3% | +$81.1K | 2.61% | 7 |
|
|
2020
Q3 | $24.5M | Sell |
254,216
-3,109
| -1% | -$305K | 2.14% | 20 |
|
|
2020
Q2 | $24.2M | Buy |
257,325
+12,238
| +5% | +$1.16M | 2.26% | 20 |
|
|
2020
Q1 | $22.1M | Sell |
245,087
-16,816
| -6% | -$2.04M | 2.48% | 19 |
|
|
2019
Q4 | $36.5M | Buy |
261,903
+1,003
| +0.4% | +$129K | 2.9% | 3 |
|
|
2019
Q3 | $30.7M | Buy |
260,900
+6,589
| +3% | +$745K | 2.48% | 19 |
|
|
2019
Q2 | $28.4M | Buy |
254,311
+5,836
| +2% | +$643K | 2.5% | 22 |
|
|
2019
Q1 | $25.2M | Buy |
248,475
+36,270
| +17% | +$3.74M | 2.24% | 24 |
|
|
2018
Q4 | $20.7M | Sell |
212,205
-25,400
| -11% | -$2.71M | 2.13% | 23 |
|
|
2018
Q3 | $26.8M | Buy |
237,605
+5,001
| +2% | +$568K | 2.37% | 18 |
|
|
2018
Q2 | $24.2M | Buy |
232,604
+14,017
| +6% | +$1.54M | 2.31% | 22 |
|
|
2018
Q1 | $24M | Buy |
218,587
+214,855
| +5,757% | +$24.3M | 2.3% | 25 |
|
|
2017
Q4 | $399K | Sell |
3,732
-339
| -8% | -$34.3K | 0.04% | 97 |
|
|
2017
Q3 | $389K | Buy |
4,071
+79
| +2% | +$7.29K | 0.04% | 99 |
|
|
2017
Q2 | $365K | Buy |
3,992
+486
| +14% | +$41.9K | 0.04% | 100 |
|
|
2017
Q1 | $308K | Buy |
3,506
+576
| +20% | +$50.8K | 0.03% | 106 |
|
|
2016
Q4 | $253K | Sell |
2,930
-700
| -19% | -$53.4K | 0.03% | 107 |
|
|
2016
Q3 | $242K | Buy |
3,630
+20
| +0.6% | +$1.3K | 0.03% | 115 |
|
|
2016
Q2 | $224K | Buy |
+3,610
| New | +$225K | 0.03% | 114 |
|
Other funds holding JPM
Sabal Trust's JPM Position: Q1 2025 in Review
Sabal Trust reduced its JPMorgan Chase (JPM) stake by 5.5% in Q1 2025, selling an estimated $3.11M and leaving 211,479 shares worth $51.9M. The position accounts for 2.88% of the portfolio, ranked #2.
Sabal Trust first reported a position in JPM in Q2 2016 and has held it in 36 quarters since. The position peaked at $53.6M in Q4 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.
- Sabal Trust held 211,479 shares of JPMorgan Chase worth $51.9M as of Q1 2025.
- Sabal Trust sold 12,197 JPMorgan Chase shares in Q1 2025, an estimated $3.11M.
- JPMorgan Chase made up 2.88% of Sabal Trust's portfolio in Q1 2025, its #2 holding.
- Sabal Trust first reported a position in JPMorgan Chase in Q2 2016 and has held it in 36 quarters since.
- Sabal Trust's JPMorgan Chase position peaked at $53.6M in Q4 2024.
- 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.
Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.