Dana Investment Advisors’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 | $38.3M | Sell |
132,059
-2,749
| -2% | -$797K | 1.27% | 9 |
|
|
2025
Q1 | $33.1M | Sell |
134,808
-2,958
| -2% | -$726K | 1.18% | 9 |
|
|
2024
Q4 | $33M | Buy |
137,766
+907
| +0.7% | +$217K | 1.09% | 10 |
|
|
2024
Q3 | $28.9M | Buy |
136,859
+2,777
| +2% | +$586K | 0.96% | 13 |
|
|
2024
Q2 | $27.1M | Buy |
134,082
+13,615
| +11% | +$2.75M | 0.92% | 14 |
|
|
2024
Q1 | $24.1M | Buy |
120,467
+17,887
| +17% | +$3.58M | 0.8% | 21 |
|
|
2023
Q4 | $17.4M | Buy |
102,580
+51,810
| +102% | +$8.81M | 0.84% | 35 |
|
|
2023
Q3 | $7.36M | Buy |
50,770
+8,001
| +19% | +$1.16M | 0.38% | 74 |
|
|
2023
Q2 | $6.22M | Sell |
42,769
-1,304
| -3% | -$190K | 0.31% | 82 |
|
|
2023
Q1 | $5.74M | Sell |
44,073
-3,334
| -7% | -$434K | 0.29% | 83 |
|
|
2022
Q4 | $6.36M | Sell |
47,407
-2,585
| -5% | -$347K | 0.33% | 81 |
|
|
2022
Q3 | $5.22M | Sell |
49,992
-98,121
| -66% | -$10.3M | 0.3% | 84 |
|
|
2022
Q2 | $16.7M | Sell |
148,113
-1,856
| -1% | -$209K | 0.84% | 44 |
|
|
2022
Q1 | $20.4M | Sell |
149,969
-64,313
| -30% | -$8.77M | 0.94% | 38 |
|
|
2021
Q4 | $33.9M | Sell |
214,282
-12,091
| -5% | -$1.91M | 1.47% | 18 |
|
|
2021
Q3 | $37.1M | Sell |
226,373
-25,242
| -10% | -$4.13M | 1.68% | 11 |
|
|
2021
Q2 | $39.1M | Buy |
251,615
+2,973
| +1% | +$462K | 1.74% | 9 |
|
|
2021
Q1 | $37.9M | Sell |
248,642
-14,243
| -5% | -$2.17M | 1.75% | 7 |
|
|
2020
Q4 | $33.4M | Buy |
262,885
+2,527
| +1% | +$321K | 1.66% | 8 |
|
|
2020
Q3 | $25.1M | Sell |
260,358
-12,915
| -5% | -$1.24M | 1.36% | 25 |
|
|
2020
Q2 | $25.7M | Sell |
273,273
-21,221
| -7% | -$2M | 1.39% | 21 |
|
|
2020
Q1 | $26.5M | Buy |
294,494
+23,400
| +9% | +$2.11M | 1.62% | 17 |
|
|
2019
Q4 | $37.8M | Sell |
271,094
-20,184
| -7% | -$2.81M | 1.81% | 7 |
|
|
2019
Q3 | $34.3M | Sell |
291,278
-14,880
| -5% | -$1.75M | 1.74% | 10 |
|
|
2019
Q2 | $34.2M | Sell |
306,158
-24,102
| -7% | -$2.69M | 1.69% | 10 |
|
|
2019
Q1 | $33.4M | Sell |
330,260
-10,937
| -3% | -$1.11M | 1.58% | 15 |
|
|
2018
Q4 | $33.3M | Sell |
341,197
-16,684
| -5% | -$1.63M | 1.69% | 9 |
|
|
2018
Q3 | $40.4M | Sell |
357,881
-2,771
| -0.8% | -$313K | 1.65% | 8 |
|
|
2018
Q2 | $37.6M | Sell |
360,652
-1,052
| -0.3% | -$110K | 1.65% | 8 |
|
|
2018
Q1 | $39.8M | Sell |
361,704
-12,575
| -3% | -$1.38M | 1.79% | 4 |
|
|
2017
Q4 | $40M | Sell |
374,279
-18,459
| -5% | -$1.97M | 1.74% | 8 |
|
|
2017
Q3 | $37.5M | Sell |
392,738
-13,912
| -3% | -$1.33M | 1.73% | 6 |
|
|
2017
Q2 | $37.2M | Sell |
406,650
-3,624
| -0.9% | -$331K | 1.75% | 4 |
|
|
2017
Q1 | $36M | Sell |
410,274
-47,378
| -10% | -$4.16M | 1.68% | 6 |
|
|
2016
Q4 | $39.5M | Sell |
457,652
-47,073
| -9% | -$4.06M | 1.86% | 3 |
|
|
2016
Q3 | $33.6M | Buy |
504,725
+21,195
| +4% | +$1.41M | 1.61% | 11 |
|
|
2016
Q2 | $30M | Sell |
483,530
-5,003
| -1% | -$311K | 1.33% | 29 |
|
|
2016
Q1 | $28.9M | Buy |
488,533
+478,237
| +4,645% | +$28.3M | 1.3% | 30 |
|
|
2015
Q4 | $10.3K | Sell |
10,296
-142,296
| -93% | -$142K | 0.5% | 57 |
|
|
2015
Q3 | $9.3M | Buy |
152,592
+1,093
| +0.7% | +$66.6K | 0.44% | 58 |
|
|
2015
Q2 | $10.3M | Sell |
151,499
-6,315
| -4% | -$428K | 0.48% | 61 |
|
|
2015
Q1 | $9.56M | Sell |
157,814
-25,971
| -14% | -$1.57M | 0.47% | 60 |
|
|
2014
Q4 | $11.5M | Buy |
183,785
+33,402
| +22% | +$2.09M | 0.47% | 69 |
|
|
2014
Q3 | $9.06M | Sell |
150,383
-2,978
| -2% | -$179K | 0.52% | 57 |
|
|
2014
Q2 | $8.84M | Sell |
153,361
-295,092
| -66% | -$17M | 0.52% | 58 |
|
|
2014
Q1 | $27.2M | Buy |
448,453
+60,355
| +16% | +$3.66M | 1.71% | 7 |
|
|
2013
Q4 | $22.7M | Buy |
388,098
+1,620
| +0.4% | +$94.7K | 1.46% | 12 |
|
|
2013
Q3 | $20M | Sell |
386,478
-13,185
| -3% | -$682K | 1.43% | 19 |
|
|
2013
Q2 | $21.1M | Buy |
+399,663
| New | +$21.1M | 1.6% | 12 |
|