Sanibel Captiva Trust Company’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 | $72.4M | Sell |
249,795
-493
| -0.2% | -$143K | 2.23% | 7 |
|
|
2025
Q1 | $61.4M | Sell |
250,288
-2,102
| -0.8% | -$516K | 2% | 10 |
|
|
2024
Q4 | $60.5M | Buy |
252,390
+6,341
| +3% | +$1.52M | 1.93% | 10 |
|
|
2024
Q3 | $51.9M | Buy |
246,049
+866
| +0.4% | +$183K | 1.66% | 13 |
|
|
2024
Q2 | $49.6M | Buy |
245,183
+4,550
| +2% | +$920K | 1.7% | 12 |
|
|
2024
Q1 | $48.2M | Buy |
240,633
+4,075
| +2% | +$816K | 1.64% | 14 |
|
|
2023
Q4 | $40.2M | Buy |
+236,558
| New | +$40.2M | 1.48% | 15 |
|