DA
DCM Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.16M | Buy |
31,582
+2,919
| +10% | +$846K | 3.93% | 12 |
|
|
2025
Q1 | $6.99M | Sell |
28,663
-3,934
| -12% | -$960K | 3.73% | 13 |
|
|
2024
Q4 | $7.81M | Buy |
32,597
+3,934
| +14% | +$943K | 3.67% | 15 |
|
|
2024
Q3 | $6.04M | Hold |
28,663
| – | – | 3.04% | 15 |
|
|
2024
Q2 | $5.8M | Sell |
28,663
-5,397
| -16% | -$1.09M | 3.06% | 16 |
|
|
2024
Q1 | $6.82M | Sell |
34,060
-9,640
| -22% | -$1.93M | 2.81% | 16 |
|
|
2023
Q4 | $7.43M | Buy |
43,700
+2,912
| +7% | +$495K | 2.66% | 13 |
|
|
2023
Q3 | $5.92M | Sell |
40,788
-1,636
| -4% | -$237K | 2.67% | 14 |
|
|
2023
Q2 | $6.17M | Sell |
42,424
-29
| -0.1% | -$4.22K | 2.64% | 15 |
|
|
2023
Q1 | $5.53M | Sell |
42,453
-351
| -0.8% | -$45.7K | 2.57% | 17 |
|
|
2022
Q4 | $5.74M | Buy |
42,804
+15,959
| +59% | +$2.14M | 2.78% | 13 |
|
|
2022
Q3 | $2.81M | Sell |
26,845
-1,157
| -4% | -$121K | 1.41% | 16 |
|
|
2022
Q2 | $3.15M | Sell |
28,002
-6,066
| -18% | -$683K | 1.36% | 14 |
|
|
2022
Q1 | $4.64M | Sell |
34,068
-13,848
| -29% | -$1.89M | 1.64% | 7 |
|
|
2021
Q4 | $7.59M | Buy |
47,916
+23,045
| +93% | +$3.65M | 2.24% | 7 |
|
|
2021
Q3 | $4.07M | Buy |
24,871
+12,245
| +97% | +$2M | 1.57% | 9 |
|
|
2021
Q2 | $1.96M | Sell |
12,626
-8,090
| -39% | -$1.26M | 1.11% | 11 |
|
|
2021
Q1 | $3.15M | Sell |
20,716
-3,591
| -15% | -$547K | 1.84% | 6 |
|
|
2020
Q4 | $3.09M | Buy |
+24,307
| New | +$3.09M | 1.8% | 5 |
|