DMKJ
David M. Knott Jr’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Hold |
20,985
| – | – | 2.76% | 5 |
|
|
2025
Q1 | $5.15M | Hold |
20,985
| – | – | 2.43% | 9 |
|
|
2024
Q4 | $5.03M | Hold |
20,985
| – | – | 1.82% | 10 |
|
|
2024
Q3 | $4.43M | Hold |
20,985
| – | – | 1.56% | 15 |
|
|
2024
Q2 | $4.24M | Hold |
20,985
| – | – | 1.69% | 12 |
|
|
2024
Q1 | $4.2M | Hold |
20,985
| – | – | 1.49% | 17 |
|
|
2023
Q4 | $3.57M | Hold |
20,985
| – | – | 1.36% | 13 |
|
|
2023
Q3 | $3.04M | Hold |
20,985
| – | – | 1.16% | 15 |
|
|
2023
Q2 | $3.05M | Hold |
20,985
| – | – | 1.21% | 18 |
|
|
2023
Q1 | $2.74M | Buy |
20,985
+600
| +3% | +$78.2K | 1.07% | 19 |
|
|
2022
Q4 | $2.73M | Hold |
20,385
| – | – | 1.03% | 21 |
|
|
2022
Q3 | $2.13M | Hold |
20,385
| – | – | 0.9% | 22 |
|
|
2022
Q2 | $2.3M | Buy |
20,385
+165
| +0.8% | +$18.6K | 0.96% | 25 |
|
|
2022
Q1 | $2.76M | Buy |
20,220
+7,300
| +57% | +$995K | 0.88% | 35 |
|
|
2021
Q4 | $2.05M | Buy |
+12,920
| New | +$2.05M | 0.69% | 36 |
|