Dakota Community Bank & Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $721K | Sell |
2,939
-63
| -2% | -$15.5K | 3.48% | 2 |
|
|
2024
Q4 | $720K | Sell |
3,002
-64
| -2% | -$15.3K | 3.42% | 2 |
|
|
2024
Q3 | $646K | Sell |
3,066
-64
| -2% | -$13.5K | 3.25% | 2 |
|
|
2024
Q2 | $633K | Sell |
3,130
-25
| -0.8% | -$5.06K | 3.41% | 2 |
|
|
2024
Q1 | $632K | Sell |
3,155
-189
| -6% | -$37.9K | 3.42% | 2 |
|
|
2023
Q4 | $569K | Buy |
3,344
+108
| +3% | +$18.4K | 3.19% | 2 |
|
|
2023
Q3 | $469K | Buy |
3,236
+90
| +3% | +$13.1K | 2.99% | 2 |
|
|
2023
Q2 | $458K | Sell |
3,146
-18
| -0.6% | -$2.62K | 2.7% | 4 |
|
|
2023
Q1 | $412K | Buy |
3,164
+527
| +20% | +$68.7K | 2.55% | 7 |
|
|
2022
Q4 | $354K | Sell |
2,637
-920
| -26% | -$124K | 2.01% | 9 |
|
|
2022
Q3 | $372K | Buy |
+3,557
| New | +$372K | 2.58% | 7 |
|