DWM
Dakota Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.2M | Sell |
252,486
-3,969
| -2% | -$1.15M | 1.54% | 7 |
|
|
2025
Q1 | $62.9M | Buy |
256,455
+65,148
| +34% | +$16M | 1.47% | 8 |
|
|
2024
Q4 | $45.9M | Buy |
191,307
+1,533
| +0.8% | +$367K | 1.05% | 13 |
|
|
2024
Q3 | $40M | Buy |
189,774
+7,253
| +4% | +$1.53M | 0.9% | 15 |
|
|
2024
Q2 | $36.9M | Buy |
182,521
+1,215
| +0.7% | +$246K | 0.87% | 16 |
|
|
2024
Q1 | $36.3M | Buy |
181,306
+39,410
| +28% | +$7.89M | 0.9% | 17 |
|
|
2023
Q4 | $24.1M | Sell |
141,896
-45,349
| -24% | -$7.71M | 0.94% | 20 |
|
|
2023
Q3 | $27.2M | Buy |
187,245
+8,470
| +5% | +$1.23M | 1.2% | 14 |
|
|
2023
Q2 | $26M | Buy |
178,775
+26,558
| +17% | +$3.86M | 1.22% | 13 |
|
|
2023
Q1 | $19.8M | Buy |
152,217
+10,142
| +7% | +$1.32M | 1.32% | 8 |
|
|
2022
Q4 | $19.1M | Buy |
142,075
+62,727
| +79% | +$8.41M | 1.35% | 13 |
|
|
2022
Q3 | $8.29M | Buy |
79,348
+22,905
| +41% | +$2.39M | 0.67% | 31 |
|
|
2022
Q2 | $6.36M | Sell |
56,443
-33,130
| -37% | -$3.73M | 0.59% | 40 |
|
|
2022
Q1 | $12.2M | Sell |
89,573
-36,932
| -29% | -$5.03M | 0.99% | 18 |
|
|
2021
Q4 | $20M | Buy |
126,505
+3,873
| +3% | +$613K | 2.11% | 6 |
|
|
2021
Q3 | $20.1M | Sell |
122,632
-107
| -0.1% | -$17.5K | 2.31% | 5 |
|
|
2021
Q2 | $19.1M | Buy |
122,739
+10,831
| +10% | +$1.68M | 2.27% | 5 |
|
|
2021
Q1 | $17M | Buy |
111,908
+56,130
| +101% | +$8.54M | 2.24% | 7 |
|
|
2020
Q4 | $7.09M | Buy |
55,778
+15,724
| +39% | +$2M | 0.92% | 27 |
|
|
2020
Q3 | $3.86M | Sell |
40,054
-13,506
| -25% | -$1.3M | 0.61% | 55 |
|
|
2020
Q2 | $5.04M | Buy |
53,560
+6,200
| +13% | +$583K | 0.86% | 28 |
|
|
2020
Q1 | $4.26M | Buy |
47,360
+5,345
| +13% | +$481K | 0.93% | 29 |
|
|
2019
Q4 | $5.86M | Sell |
42,015
-1,019
| -2% | -$142K | 0.94% | 27 |
|
|
2019
Q3 | $5.07M | Sell |
43,034
-4,125
| -9% | -$486K | 0.87% | 30 |
|
|
2019
Q2 | $5.27M | Buy |
47,159
+6,353
| +16% | +$710K | 1.01% | 28 |
|
|
2019
Q1 | $4.13M | Sell |
40,806
-4,750
| -10% | -$481K | 0.82% | 31 |
|
|
2018
Q4 | $5M | Buy |
45,556
+330
| +0.7% | +$36.2K | 1.13% | 22 |
|
|
2018
Q3 | $5.1M | Buy |
45,226
+10,604
| +31% | +$1.2M | 1.15% | 22 |
|
|
2018
Q2 | $3.61M | Buy |
34,622
+30,596
| +760% | +$3.19M | 1% | 26 |
|
|
2018
Q1 | $443K | Sell |
4,026
-90
| -2% | -$9.9K | 0.23% | 53 |
|
|
2017
Q4 | $440K | Buy |
+4,116
| New | +$440K | 0.23% | 49 |
|