Dakota Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.2M | Sell |
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|
2025
Q1 | $62.9M | Buy |
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|
2024
Q4 | $45.9M | Buy |
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|
2024
Q3 | $40M | Buy |
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|
2024
Q2 | $36.9M | Buy |
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|
2024
Q1 | $36.3M | Buy |
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|
2023
Q4 | $24.1M | Sell |
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|
2023
Q3 | $27.2M | Buy |
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|
2023
Q2 | $26M | Buy |
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|
2023
Q1 | $19.8M | Buy |
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|
2022
Q4 | $19.1M | Buy |
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|
2022
Q3 | $8.29M | Buy |
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|
2022
Q2 | $6.36M | Sell |
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|
2022
Q1 | $12.2M | Sell |
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|
2021
Q4 | $20M | Buy |
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|
2021
Q3 | $20.1M | Sell |
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|
2021
Q2 | $19.1M | Buy |
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|
2021
Q1 | $17M | Buy |
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|
2020
Q4 | $7.09M | Buy |
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|
2020
Q3 | $3.86M | Sell |
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|
2020
Q2 | $5.04M | Buy |
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|
2020
Q1 | $4.26M | Buy |
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|
2019
Q4 | $5.86M | Sell |
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|
2019
Q3 | $5.07M | Sell |
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|
2019
Q2 | $5.27M | Buy |
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|
2019
Q1 | $4.13M | Sell |
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|
2018
Q4 | $5M | Buy |
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|
2018
Q3 | $5.1M | Buy |
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|
2018
Q2 | $3.61M | Buy |
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|
2018
Q1 | $443K | Sell |
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|
2017
Q4 | $440K | Buy |
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