DIA
Davidson Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
4,093
+87
| +2% | +$25.2K | 0.05% | 89 |
|
|
2025
Q1 | $983K | Sell |
4,006
-428
| -10% | -$105K | 0.05% | 89 |
|
|
2024
Q4 | $1.06M | Buy |
4,434
+131
| +3% | +$31.4K | 0.05% | 88 |
|
|
2024
Q3 | $907K | Buy |
4,303
+100
| +2% | +$21.1K | 0.04% | 87 |
|
|
2024
Q2 | $850K | Sell |
4,203
-285
| -6% | -$57.6K | 0.04% | 87 |
|
|
2024
Q1 | $899K | Sell |
4,488
-154
| -3% | -$30.8K | 0.05% | 89 |
|
|
2023
Q4 | $790K | Sell |
4,642
-1,660
| -26% | -$282K | 0.05% | 88 |
|
|
2023
Q3 | $914K | Buy |
6,302
+1,654
| +36% | +$240K | 0.06% | 89 |
|
|
2023
Q2 | $676K | Hold |
4,648
| – | – | 0.04% | 88 |
|
|
2023
Q1 | $606K | Sell |
4,648
-540
| -10% | -$70.4K | 0.04% | 90 |
|
|
2022
Q4 | $696K | Sell |
5,188
-2,618
| -34% | -$351K | 0.05% | 80 |
|
|
2022
Q3 | $816K | Sell |
7,806
-1,475
| -16% | -$154K | 0.07% | 80 |
|
|
2022
Q2 | $1.05M | Sell |
9,281
-270
| -3% | -$30.4K | 0.09% | 75 |
|
|
2022
Q1 | $1.3M | Sell |
9,551
-465
| -5% | -$63.4K | 0.09% | 75 |
|
|
2021
Q4 | $1.59M | Sell |
10,016
-119,527
| -92% | -$18.9M | 0.11% | 77 |
|
|
2021
Q3 | $21.2M | Sell |
129,543
-629
| -0.5% | -$103K | 1.65% | 16 |
|
|
2021
Q2 | $20.2M | Sell |
130,172
-3,133
| -2% | -$487K | 1.62% | 17 |
|
|
2021
Q1 | $20.3M | Sell |
133,305
-4,396
| -3% | -$669K | 1.72% | 17 |
|
|
2020
Q4 | $17.5M | Sell |
137,701
-1,960
| -1% | -$249K | 1.61% | 16 |
|
|
2020
Q3 | $13.4M | Sell |
139,661
-90,268
| -39% | -$8.69M | 1.43% | 21 |
|
|
2020
Q2 | $21.6M | Sell |
229,929
-5,975
| -3% | -$562K | 2.39% | 6 |
|
|
2020
Q1 | $21.2M | Sell |
235,904
-6,620
| -3% | -$596K | 2.75% | 5 |
|
|
2019
Q4 | $33.8M | Sell |
242,524
-38,340
| -14% | -$5.34M | 3.29% | 4 |
|
|
2019
Q3 | $33.1M | Sell |
280,864
-585
| -0.2% | -$68.8K | 3.43% | 5 |
|
|
2019
Q2 | $31.5M | Sell |
281,449
-6,000
| -2% | -$671K | 3.28% | 6 |
|
|
2019
Q1 | $29.1M | Sell |
287,449
-60,033
| -17% | -$6.08M | 3.05% | 6 |
|
|
2018
Q4 | $33.9M | Sell |
347,482
-178
| -0.1% | -$17.4K | 3.94% | 3 |
|
|
2018
Q3 | $39.2M | Sell |
347,660
-1,741
| -0.5% | -$196K | 3.9% | 4 |
|
|
2018
Q2 | $36.4M | Sell |
349,401
-3,995
| -1% | -$416K | 3.82% | 4 |
|
|
2018
Q1 | $38.9M | Sell |
353,396
-9,413
| -3% | -$1.04M | 4.19% | 1 |
|
|
2017
Q4 | $38.8M | Sell |
362,809
-1,016
| -0.3% | -$109K | 4.03% | 1 |
|
|
2017
Q3 | $34.7M | Buy |
363,825
+81,683
| +29% | +$7.8M | 3.75% | 3 |
|
|
2017
Q2 | $25.8M | Sell |
282,142
-30,016
| -10% | -$2.74M | 3.64% | 3 |
|
|
2017
Q1 | $27.4M | Buy |
312,158
+10,501
| +3% | +$922K | 3.54% | 2 |
|
|
2016
Q4 | $26M | Buy |
301,657
+10,481
| +4% | +$904K | 3.71% | 1 |
|
|
2016
Q3 | $19.4M | Buy |
291,176
+7,416
| +3% | +$494K | 2.97% | 4 |
|
|
2016
Q2 | $17.6M | Buy |
283,760
+5,616
| +2% | +$349K | 2.96% | 5 |
|
|
2016
Q1 | $16.5M | Buy |
278,144
+10,672
| +4% | +$632K | 2.79% | 4 |
|
|
2015
Q4 | $17.7M | Buy |
267,472
+9,345
| +4% | +$617K | 2.94% | 4 |
|
|
2015
Q3 | $15.7M | Sell |
258,127
-19,645
| -7% | -$1.2M | 2.85% | 4 |
|
|
2015
Q2 | $18.8M | Sell |
277,772
-1,755
| -0.6% | -$119K | 2.83% | 4 |
|
|
2015
Q1 | $16.9M | Buy |
279,527
+36,900
| +15% | +$2.24M | 2.53% | 4 |
|
|
2014
Q4 | $15.2M | Sell |
242,627
-73,520
| -23% | -$4.6M | 2.28% | 6 |
|
|
2014
Q3 | $18M | Buy |
316,147
+128,337
| +68% | +$7.33M | 1.43% | 19 |
|
|
2014
Q2 | $10.8M | Buy |
187,810
+30,135
| +19% | +$1.74M | 1.58% | 16 |
|
|
2014
Q1 | $9.57M | Buy |
157,675
+43,135
| +38% | +$2.62M | 1.45% | 18 |
|
|
2013
Q4 | $6.7M | Sell |
114,540
-1,810
| -2% | -$106K | 1.02% | 28 |
|
|
2013
Q3 | $6.01M | Buy |
116,350
+1,144
| +1% | +$59.1K | 0.97% | 34 |
|
|
2013
Q2 | $6.08M | Buy |
+115,206
| New | +$6.08M | 1.02% | 30 |
|