Trustco Bank (New York)’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 | $7.27M | Buy |
25,091
+2,446
| +11% | +$709K | 7.12% | 2 |
|
|
2025
Q1 | $5.55M | Buy |
22,645
+47
| +0.2% | +$11.5K | 6.02% | 1 |
|
|
2024
Q4 | $5.42M | Sell |
22,598
-82
| -0.4% | -$19.7K | 5.84% | 2 |
|
|
2024
Q3 | $4.78M | Sell |
22,680
-187
| -0.8% | -$39.4K | 4.8% | 5 |
|
|
2024
Q2 | $4.63M | Sell |
22,867
-420
| -2% | -$84.9K | 4.92% | 4 |
|
|
2024
Q1 | $4.66M | Sell |
23,287
-1,070
| -4% | -$214K | 4.85% | 4 |
|
|
2023
Q4 | $4.14M | Sell |
24,357
-12
| -0% | -$2.04K | 4.48% | 4 |
|
|
2023
Q3 | $3.53M | Sell |
24,369
-175
| -0.7% | -$25.4K | 4.03% | 5 |
|
|
2023
Q2 | $3.57M | Sell |
24,544
-2,000
| -8% | -$291K | 3.84% | 6 |
|
|
2023
Q1 | $3.46M | Sell |
26,544
-810
| -3% | -$106K | 3.8% | 7 |
|
|
2022
Q4 | $3.67M | Sell |
27,354
-512
| -2% | -$68.7K | 4.05% | 6 |
|
|
2022
Q3 | $2.91M | Sell |
27,866
-493
| -2% | -$51.5K | 3.55% | 8 |
|
|
2022
Q2 | $3.19M | Sell |
28,359
-480
| -2% | -$54K | 3.44% | 8 |
|
|
2022
Q1 | $3.93M | Sell |
28,839
-256
| -0.9% | -$34.9K | 3.9% | 5 |
|
|
2021
Q4 | $4.61M | Sell |
29,095
-250
| -0.9% | -$39.6K | 4.03% | 5 |
|
|
2021
Q3 | $4.8M | Sell |
29,345
-1,088
| -4% | -$178K | 4.48% | 3 |
|
|
2021
Q2 | $4.73M | Sell |
30,433
-2,850
| -9% | -$443K | 4.26% | 3 |
|
|
2021
Q1 | $5.07M | Sell |
33,283
-266
| -0.8% | -$40.5K | 4.25% | 4 |
|
|
2020
Q4 | $4.26M | Buy |
33,549
+1,460
| +5% | +$186K | 3.73% | 5 |
|
|
2020
Q3 | $3.09M | Sell |
32,089
-500
| -2% | -$48.1K | 3.68% | 6 |
|
|
2020
Q2 | $3.07M | Sell |
32,589
-150
| -0.5% | -$14.1K | 3.9% | 5 |
|
|
2020
Q1 | $2.95M | Sell |
32,739
-135
| -0.4% | -$12.2K | 4.17% | 5 |
|
|
2019
Q4 | $4.58M | Sell |
32,874
-1,538
| -4% | -$214K | 4.96% | 1 |
|
|
2019
Q3 | $4.05M | Sell |
34,412
-182
| -0.5% | -$21.4K | 4.45% | 2 |
|
|
2019
Q2 | $3.87M | Sell |
34,594
-370
| -1% | -$41.4K | 4.33% | 3 |
|
|
2019
Q1 | $3.54M | Buy |
34,964
+750
| +2% | +$75.9K | 3.98% | 4 |
|
|
2018
Q4 | $3.34M | Sell |
34,214
-148
| -0.4% | -$14.4K | 6.19% | 3 |
|
|
2018
Q3 | $3.88M | Sell |
34,362
-644
| -2% | -$72.7K | 4.2% | 3 |
|
|
2018
Q2 | $3.65M | Sell |
35,006
-325
| -0.9% | -$33.9K | 3.79% | 6 |
|
|
2018
Q1 | $3.89M | Sell |
35,331
-767
| -2% | -$84.4K | 3.95% | 6 |
|
|
2017
Q4 | $3.86M | Sell |
36,098
-121
| -0.3% | -$12.9K | 3.98% | 5 |
|
|
2017
Q3 | $3.46M | Sell |
36,219
-294
| -0.8% | -$28.1K | 3.35% | 5 |
|
|
2017
Q2 | $3.34M | Sell |
36,513
-50
| -0.1% | -$4.57K | 3.3% | 5 |
|
|
2017
Q1 | $3.21M | Sell |
36,563
-600
| -2% | -$52.7K | 3.33% | 5 |
|
|
2016
Q4 | $3.21M | Sell |
37,163
-150
| -0.4% | -$12.9K | 3.14% | 5 |
|
|
2016
Q3 | $2.49M | Sell |
37,313
-300
| -0.8% | -$20K | 2.91% | 10 |
|
|
2016
Q2 | $2.34M | Sell |
37,613
-925
| -2% | -$57.5K | 2.36% | 12 |
|
|
2016
Q1 | $2.28M | Sell |
38,538
-517
| -1% | -$30.6K | 2.36% | 11 |
|
|
2015
Q4 | $2.58M | Sell |
39,055
-375
| -1% | -$24.8K | 2.67% | 10 |
|
|
2015
Q3 | $2.4M | Sell |
39,430
-100
| -0.3% | -$6.1K | 2.55% | 10 |
|
|
2015
Q2 | $2.68M | Sell |
39,530
-712
| -2% | -$48.3K | 2.59% | 10 |
|
|
2015
Q1 | $2.44M | Sell |
40,242
-52
| -0.1% | -$3.15K | 2.33% | 12 |
|
|
2014
Q4 | $2.52M | Buy |
40,294
+526
| +1% | +$32.9K | 2.28% | 13 |
|
|
2014
Q3 | $2.4M | Buy |
39,768
+464
| +1% | +$28K | 2.21% | 14 |
|
|
2014
Q2 | $2.27M | Sell |
39,304
-339
| -0.9% | -$19.5K | 2.12% | 14 |
|
|
2014
Q1 | $2.41M | Buy |
39,643
+21
| +0.1% | +$1.28K | 2.26% | 14 |
|
|
2013
Q4 | $2.32M | Buy |
39,622
+56
| +0.1% | +$3.28K | 2.13% | 13 |
|
|
2013
Q3 | $2.05M | Buy |
39,566
+1,241
| +3% | +$64.1K | 2.03% | 14 |
|
|
2013
Q2 | $2.02M | Buy |
+38,325
| New | +$2.02M | 1.94% | 15 |
|