DRS
Deane Retirement Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
10,346
+195
| +2% | +$56.5K | 1.34% | 31 |
|
|
2025
Q1 | $2.49M | Buy |
10,151
+361
| +4% | +$88.5K | 1.19% | 29 |
|
|
2024
Q4 | $2.35M | Buy |
+9,790
| New | +$2.35M | 1.18% | 36 |
|
|
2022
Q1 | – | Sell |
-11,696
| Closed | -$1.85M | – | 56 |
|
|
2021
Q4 | $1.85M | Buy |
+11,696
| New | +$1.85M | 0.98% | 27 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | – | – | 57 |
|
|
2018
Q4 | $0 | Sell |
1
-17,226
| -100% | – | ﹤0.01% | 60 |
|
|
2018
Q3 | $1.94M | Sell |
17,227
-129
| -0.7% | -$14.6K | 1.75% | 21 |
|
|
2018
Q2 | $1.81M | Buy |
17,356
+369
| +2% | +$38.5K | 1.72% | 27 |
|
|
2018
Q1 | $1.87M | Buy |
16,987
+109
| +0.6% | +$12K | 1.91% | 16 |
|
|
2017
Q4 | $1.81M | Sell |
16,878
-477
| -3% | -$51K | 1.68% | 18 |
|
|
2017
Q3 | $1.66M | Sell |
17,355
-133
| -0.8% | -$12.7K | 1.6% | 23 |
|
|
2017
Q2 | $1.6M | Buy |
+17,488
| New | +$1.6M | 1.28% | 23 |
|