St Louis Trust’s JPMorgan Chase JPM Stock Holding History

St Louis Trust’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.81M	Hold	20,051	–	–	0.77%	24
2025 Q1	$4.92M	Buy	20,051 +1,011	+5%	+$248K	0.71%	26
2024 Q4	$4.56M	Hold	19,040	–	–	0.65%	27
2024 Q3	$4.01M	Sell	19,040 -1,141	-6%	-$241K	0.56%	30
2024 Q2	$4.08M	Hold	20,181	–	–	0.62%	26
2024 Q1	$4.04M	Buy	20,181 +891	+5%	+$178K	0.63%	25
2023 Q4	$3.28M	Buy	19,290 +250	+1%	+$42.5K	0.56%	30
2023 Q3	$2.76M	Hold	19,040	–	–	0.52%	32
2023 Q2	$2.77M	Hold	19,040	–	–	0.51%	33
2023 Q1	$2.48M	Hold	19,040	–	–	0.5%	36
2022 Q4	$2.55M	Hold	19,040	–	–	0.54%	36
2022 Q3	$2.42M	Hold	19,040	–	–	0.69%	26
2022 Q2	$2.14M	Buy	19,040 +1,330	+8%	+$150K	0.46%	38
2022 Q1	$2.42M	Sell	17,710 -7,297	-29%	-$995K	0.52%	37
2021 Q4	$3.96M	Buy	25,007 +7,297	+41%	+$1.16M	0.84%	26
2021 Q3	$2.9M	Sell	17,710 -340	-2%	-$55.7K	0.76%	27
2021 Q2	$2.81M	Hold	18,050	–	–	0.7%	27
2021 Q1	$2.75M	Hold	18,050	–	–	0.68%	25
2020 Q4	$2.29M	Hold	18,050	–	–	0.66%	26
2020 Q3	$1.74M	Buy	18,050 +470	+3%	+$45.2K	0.56%	28
2020 Q2	$1.65M	Hold	17,580	–	–	0.5%	27
2020 Q1	$1.58M	Hold	17,580	–	–	0.6%	23
2019 Q4	$2.45M	Hold	17,580	–	–	0.7%	21
2019 Q3	$2.07M	Hold	17,580	–	–	0.64%	20
2019 Q2	$1.97M	Hold	17,580	–	–	0.62%	21
2019 Q1	$1.78M	Hold	17,580	–	–	0.57%	24
2018 Q4	$1.72M	Hold	17,580	–	–	0.62%	21
2018 Q3	$1.98M	Sell	17,580 -7,751	-31%	-$875K	0.68%	25
2018 Q2	$2.64M	Sell	25,331 -249	-1%	-$25.9K	0.88%	18
2018 Q1	$2.81M	Buy	25,580 +13,000	+103%	+$1.43M	0.97%	16
2017 Q4	$1.35M	Hold	12,580	–	–	0.53%	25
2017 Q3	$1.2M	Hold	12,580	–	–	0.53%	29
2017 Q2	$1.15M	Hold	12,580	–	–	0.53%	30
2017 Q1	$1.11M	Hold	12,580	–	–	0.47%	28
2016 Q4	$1.09M	Sell	12,580 -70	-0.6%	-$6.04K	0.51%	26
2016 Q3	$842K	Hold	12,650	–	–	0.4%	28
2016 Q2	$786K	Sell	12,650 -2,480	-16%	-$154K	0.42%	25
2016 Q1	$896K	Buy	15,130 +2,550	+20%	+$151K	0.49%	26
2015 Q4	$831K	Buy	+12,580	New	+$831K	0.52%	28