Davidson Trust Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.9M | Buy |
13,259
+636
| +5% | +$193K | 1.68% | 15 |
|
|
2025
Q4 | $4.07M | Buy |
12,623
+731
| +6% | +$226K | 1.7% | 12 |
|
|
2025
Q3 | $3.75M | Sell |
11,892
-695
| -6% | -$207K | 1.55% | 14 |
|
|
2025
Q2 | $3.65M | Sell |
12,587
-256
| -2% | -$65.3K | 1.68% | 12 |
|
|
2025
Q1 | $3.15M | Sell |
12,843
-615
| -5% | -$157K | 1.5% | 16 |
|
|
2024
Q4 | $3.23M | Sell |
13,458
-107
| -0.8% | -$24.9K | 1.66% | 14 |
|
|
2024
Q3 | $2.86M | Buy |
13,565
+2,680
| +25% | +$564K | 1.47% | 16 |
|
|
2024
Q2 | $2.2M | Sell |
10,885
-3,398
| -24% | -$664K | 1.52% | 16 |
|
|
2024
Q1 | $2.86M | Sell |
14,283
-152
| -1% | -$27.4K | 1.67% | 15 |
|
|
2023
Q4 | $2.46M | Sell |
14,435
-168
| -1% | -$25.5K | 1.58% | 17 |
|
|
2023
Q3 | $2.12M | Buy |
14,603
+43
| +0.3% | +$6.45K | 1.57% | 18 |
|
|
2023
Q2 | $2.12M | Sell |
14,560
-165
| -1% | -$22.7K | 1.53% | 20 |
|
|
2023
Q1 | $1.92M | Buy |
14,725
+249
| +2% | +$34.1K | 1.48% | 21 |
|
|
2022
Q4 | $1.94M | Sell |
14,476
-82
| -0.6% | -$10.4K | 1.72% | 20 |
|
|
2022
Q3 | $1.52M | Sell |
14,558
-1,313
| -8% | -$151K | 1.46% | 21 |
|
|
2022
Q2 | $1.79M | Sell |
15,871
-306
| -2% | -$37.9K | 1.59% | 19 |
|
|
2022
Q1 | $2.21M | Buy |
16,177
+320
| +2% | +$47.2K | 1.64% | 17 |
|
|
2021
Q4 | $2.51M | Sell |
15,857
-180
| -1% | -$29.6K | 1.72% | 16 |
|
|
2021
Q3 | $2.63M | Sell |
16,037
-81
| -0.5% | -$12.7K | 2% | 11 |
|
|
2021
Q2 | $2.51M | Buy |
16,118
+12
| +0.1% | +$1.89K | 1.95% | 15 |
|
|
2021
Q1 | $2.45M | Sell |
16,106
-87
| -0.5% | -$12.5K | 2.06% | 11 |
|
|
2020
Q4 | $2.06M | Sell |
16,193
-1,532
| -9% | -$171K | 1.77% | 12 |
|
|
2020
Q3 | $1.71M | Buy |
17,725
+318
| +2% | +$31.2K | 1.55% | 17 |
|
|
2020
Q2 | $1.64M | Buy |
17,407
+100
| +0.6% | +$9.49K | 1.59% | 16 |
|
|
2020
Q1 | $1.56M | Sell |
17,307
-241
| -1% | -$29.3K | 1.92% | 13 |
|
|
2019
Q4 | $2.45M | Buy |
+17,548
| New | +$2.25M | 2.47% | 9 |
|
Other funds holding JPM
VCM
VPM
