DLG
Daniel L. Goodwin’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.98M | Sell |
27,450
-100
| -0.4% | -$14.5K | 1.92% | 6 |
|
|
2023
Q2 | $4.01M | Hold |
27,550
| – | – | 1.91% | 6 |
|
|
2023
Q1 | $3.59M | Sell |
27,550
-1,000
| -4% | -$130K | 1.81% | 6 |
|
|
2022
Q4 | $3.83M | Hold |
28,550
| – | – | 1.94% | 4 |
|
|
2022
Q3 | $2.98M | Buy |
28,550
+500
| +2% | +$52.3K | 1.72% | 7 |
|
|
2022
Q2 | $3.16M | Sell |
28,050
-200
| -0.7% | -$22.5K | 1.74% | 8 |
|
|
2022
Q1 | $3.85M | Buy |
28,250
+1,018
| +4% | +$139K | 1.67% | 8 |
|
|
2021
Q4 | $4.31M | Sell |
27,232
-320
| -1% | -$50.7K | 1.89% | 8 |
|
|
2021
Q3 | $4.51M | Hold |
27,552
| – | – | 2.09% | 4 |
|
|
2021
Q2 | $4.29M | Buy |
27,552
+322
| +1% | +$50.1K | 2.04% | 6 |
|
|
2021
Q1 | $4.14M | Buy |
27,230
+80
| +0.3% | +$12.2K | 2.16% | 5 |
|
|
2020
Q4 | $3.45M | Hold |
27,150
| – | – | 2.03% | 7 |
|
|
2020
Q3 | $2.61M | Hold |
27,150
| – | – | 1.83% | 12 |
|
|
2020
Q2 | $2.55M | Hold |
27,150
| – | – | 1.61% | 11 |
|
|
2020
Q1 | $2.45M | Buy |
27,150
+600
| +2% | +$54K | 1.97% | 7 |
|
|
2019
Q4 | $3.7M | Hold |
26,550
| – | – | 1.6% | 6 |
|
|
2019
Q3 | $3.13M | Hold |
26,550
| – | – | 1.42% | 8 |
|
|
2019
Q2 | $2.97M | Hold |
26,550
| – | – | 1.36% | 7 |
|
|
2019
Q1 | $2.69M | Hold |
26,550
| – | – | 1.23% | 7 |
|
|
2018
Q4 | $2.59M | Sell |
26,550
-50,000
| -65% | -$4.88M | 1.36% | 7 |
|
|
2018
Q3 | $8.64M | Hold |
76,550
| – | – | 4.09% | 3 |
|
|
2018
Q2 | $7.98M | Hold |
76,550
| – | – | 3.69% | 3 |
|
|
2018
Q1 | $8.42M | Hold |
76,550
| – | – | 4.1% | 3 |
|
|
2017
Q4 | $8.19M | Hold |
76,550
| – | – | 3.57% | 3 |
|
|
2017
Q3 | $7.31M | Hold |
76,550
| – | – | 3.26% | 3 |
|
|
2017
Q2 | $7M | Hold |
76,550
| – | – | 3.16% | 3 |
|
|
2017
Q1 | $6.72M | Hold |
76,550
| – | – | 2.81% | 3 |
|
|
2016
Q4 | $6.61M | Hold |
76,550
| – | – | 2.66% | 3 |
|
|
2016
Q3 | $5.1M | Hold |
76,550
| – | – | 1.81% | 3 |
|
|
2016
Q2 | $4.76M | Hold |
76,550
| – | – | 1.54% | 6 |
|
|
2016
Q1 | $4.53M | Hold |
76,550
| – | – | 1.08% | 8 |
|
|
2015
Q4 | $5.06M | Hold |
76,550
| – | – | 1.21% | 7 |
|
|
2015
Q3 | $4.67M | Hold |
76,550
| – | – | 1.26% | 5 |
|
|
2015
Q2 | $5.19M | Sell |
76,550
-7,200
| -9% | -$488K | 1.36% | 6 |
|
|
2015
Q1 | $5.07M | Hold |
83,750
| – | – | 1.12% | 5 |
|
|
2014
Q4 | $5.24M | Hold |
83,750
| – | – | 0.93% | 12 |
|
|
2014
Q3 | $5.05M | Hold |
83,750
| – | – | 1.1% | 9 |
|
|
2014
Q2 | $4.83M | Hold |
83,750
| – | – | 0.88% | 16 |
|
|
2014
Q1 | $5.08M | Sell |
83,750
-34,631
| -29% | -$2.1M | 0.92% | 16 |
|
|
2013
Q4 | $6.92M | Hold |
118,381
| – | – | 1.31% | 11 |
|
|
2013
Q3 | $6.12M | Hold |
118,381
| – | – | 1.23% | 13 |
|
|
2013
Q2 | $6.25M | Buy |
+118,381
| New | +$6.25M | 1.21% | 15 |
|