DCM Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.16M | Buy |
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|
2025
Q1 | $6.99M | Sell |
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|
2024
Q4 | $7.81M | Buy |
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|
2024
Q3 | $6.04M | Hold |
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|
2024
Q2 | $5.8M | Sell |
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|
2024
Q1 | $6.82M | Sell |
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|
2023
Q4 | $7.43M | Buy |
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|
2023
Q3 | $5.92M | Sell |
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|
2023
Q2 | $6.17M | Sell |
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|
2023
Q1 | $5.53M | Sell |
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|
2022
Q4 | $5.74M | Buy |
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|
2022
Q3 | $2.81M | Sell |
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|
2022
Q2 | $3.15M | Sell |
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|
2022
Q1 | $4.64M | Sell |
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|
2021
Q4 | $7.59M | Buy |
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|
2021
Q3 | $4.07M | Buy |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $3.15M | Sell |
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|
2020
Q4 | $3.09M | Buy |
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