DAGCO Inc’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 | $4.04M | Sell |
13,950
-171
| -1% | -$49.6K | 1.13% | 22 |
|
|
2025
Q1 | $3.46M | Buy |
14,121
+994
| +8% | +$244K | 1.12% | 20 |
|
|
2024
Q4 | $3.15M | Buy |
13,127
+1,274
| +11% | +$305K | 1.04% | 22 |
|
|
2024
Q3 | $2.5M | Buy |
11,853
+3
| +0% | +$633 | 1.03% | 24 |
|
|
2024
Q2 | $2.4M | Sell |
11,850
-122
| -1% | -$24.7K | 1.06% | 27 |
|
|
2024
Q1 | $2.4M | Buy |
11,972
+10,000
| +507% | +$2M | 1.09% | 26 |
|
|
2023
Q4 | $335K | Sell |
1,972
-160
| -8% | -$27.2K | 0.31% | 38 |
|
|
2023
Q3 | $237K | Sell |
2,132
-11,735
| -85% | -$1.3M | 0.12% | 76 |
|
|
2023
Q2 | $2.02M | Sell |
13,867
-394
| -3% | -$57.3K | 1% | 30 |
|
|
2023
Q1 | $1.86M | Sell |
14,261
-271
| -2% | -$35.3K | 1% | 31 |
|
|
2022
Q4 | $1.95M | Sell |
14,532
-121
| -0.8% | -$16.2K | 1.14% | 28 |
|
|
2022
Q3 | $1.53M | Buy |
14,653
+158
| +1% | +$16.5K | 0.96% | 32 |
|
|
2022
Q2 | $1.63M | Sell |
14,495
-176
| -1% | -$19.8K | 0.84% | 34 |
|
|
2022
Q1 | $1.92M | Buy |
14,671
+458
| +3% | +$60.1K | 0.87% | 34 |
|
|
2021
Q4 | $2.25M | Buy |
14,213
+28
| +0.2% | +$4.44K | 0.88% | 37 |
|
|
2021
Q3 | $2.32M | Buy |
14,185
+326
| +2% | +$53.4K | 1% | 32 |
|
|
2021
Q2 | $2.16M | Buy |
13,859
+228
| +2% | +$35.5K | 0.96% | 34 |
|
|
2021
Q1 | $2.08M | Buy |
13,631
+730
| +6% | +$111K | 1.03% | 32 |
|
|
2020
Q4 | $1.64M | Buy |
12,901
+899
| +7% | +$114K | 0.91% | 36 |
|
|
2020
Q3 | $1.16M | Sell |
12,002
-547
| -4% | -$52.6K | 0.78% | 46 |
|
|
2020
Q2 | $1.18M | Buy |
12,549
+32
| +0.3% | +$3.01K | 1.19% | 34 |
|
|
2020
Q1 | $1.13M | Buy |
12,517
+776
| +7% | +$69.9K | 1.23% | 30 |
|
|
2019
Q4 | $1.64M | Buy |
11,741
+252
| +2% | +$35.1K | 1.45% | 21 |
|
|
2019
Q3 | $1.35M | Buy |
11,489
+1,838
| +19% | +$216K | 1.35% | 27 |
|
|
2019
Q2 | $1.08M | Buy |
9,651
+405
| +4% | +$45.3K | 1.13% | 31 |
|
|
2019
Q1 | $936K | Sell |
9,246
-25
| -0.3% | -$2.53K | 1.01% | 39 |
|
|
2018
Q4 | $905K | Buy |
+9,271
| New | +$905K | 1.12% | 34 |
|