Security National Bank’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 | $10.9M | Buy |
37,485
+692
| +2% | +$201K | 1.88% | 12 |
|
|
2025
Q1 | $9.03M | Buy |
36,793
+1,458
| +4% | +$358K | 1.7% | 15 |
|
|
2024
Q4 | $8.47M | Sell |
35,335
-1,264
| -3% | -$303K | 1.21% | 18 |
|
|
2024
Q3 | $7.72M | Sell |
36,599
-7
| -0% | -$1.48K | 1.05% | 23 |
|
|
2024
Q2 | $7.4M | Sell |
36,606
-392
| -1% | -$79.3K | 1.08% | 22 |
|
|
2024
Q1 | $7.41M | Buy |
36,998
+175
| +0.5% | +$35.1K | 1.12% | 21 |
|
|
2023
Q4 | $6.26M | Buy |
36,823
+2,017
| +6% | +$343K | 1.41% | 23 |
|
|
2023
Q3 | $5.14M | Sell |
34,806
-848
| -2% | -$125K | 1.44% | 23 |
|
|
2023
Q2 | $5.19M | Sell |
35,654
-648
| -2% | -$94.2K | 1.32% | 29 |
|
|
2023
Q1 | $4.73M | Buy |
36,302
+296
| +0.8% | +$38.6K | 1.26% | 33 |
|
|
2022
Q4 | $4.83M | Buy |
36,006
+24
| +0.1% | +$3.22K | 1.3% | 33 |
|
|
2022
Q3 | $3.76M | Buy |
35,982
+4,181
| +13% | +$437K | 1.05% | 42 |
|
|
2022
Q2 | $3.58M | Buy |
31,801
+4,568
| +17% | +$514K | 1% | 41 |
|
|
2022
Q1 | $3.71M | Buy |
27,233
+20,573
| +309% | +$2.8M | 0.85% | 44 |
|
|
2021
Q4 | $1.05M | Buy |
6,660
+122
| +2% | +$19.3K | 0.24% | 55 |
|
|
2021
Q3 | $1.07M | Buy |
6,538
+1,066
| +19% | +$174K | 0.27% | 52 |
|
|
2021
Q2 | $851K | Hold |
5,472
| – | – | 0.22% | 52 |
|
|
2021
Q1 | $833K | Buy |
+5,472
| New | +$833K | 0.25% | 53 |
|
|
2020
Q2 | – | Sell |
-2,939
| Closed | -$265K | – | 69 |
|
|
2020
Q1 | $265K | Sell |
2,939
-100
| -3% | -$9.02K | 0.14% | 61 |
|
|
2019
Q4 | $424K | Sell |
3,039
-25
| -0.8% | -$3.49K | 0.19% | 55 |
|
|
2019
Q3 | $361K | Hold |
3,064
| – | – | 0.17% | 57 |
|
|
2019
Q2 | $343K | Hold |
3,064
| – | – | 0.17% | 60 |
|
|
2019
Q1 | $310K | Buy |
+3,064
| New | +$310K | 0.16% | 61 |
|