DeDora Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Sell |
19,845
-481
| -2% | -$139K | 1.5% | 17 |
|
|
2025
Q1 | $4.99M | Sell |
20,326
-277
| -1% | -$67.9K | 1.44% | 17 |
|
|
2024
Q4 | $4.94M | Sell |
20,603
-137
| -0.7% | -$32.8K | 1.35% | 20 |
|
|
2024
Q3 | $4.37M | Sell |
20,740
-64
| -0.3% | -$13.5K | 1.22% | 21 |
|
|
2024
Q2 | $4.21M | Buy |
20,804
+60
| +0.3% | +$12.1K | 1.29% | 20 |
|
|
2024
Q1 | $4.15M | Buy |
20,744
+229
| +1% | +$45.9K | 1.32% | 18 |
|
|
2023
Q4 | $3.49M | Buy |
20,515
+351
| +2% | +$59.7K | 1.22% | 21 |
|
|
2023
Q3 | $2.92M | Buy |
20,164
+411
| +2% | +$59.6K | 1.15% | 23 |
|
|
2023
Q2 | $2.87M | Buy |
19,753
+374
| +2% | +$54.4K | 1.11% | 22 |
|
|
2023
Q1 | $2.53M | Sell |
19,379
-87
| -0.4% | -$11.3K | 1.08% | 23 |
|
|
2022
Q4 | $2.61M | Buy |
19,466
+469
| +2% | +$62.9K | 1.24% | 20 |
|
|
2022
Q3 | $1.99M | Buy |
18,997
+588
| +3% | +$61.4K | 1.03% | 23 |
|
|
2022
Q2 | $2.07M | Buy |
18,409
+464
| +3% | +$52.3K | 1.04% | 23 |
|
|
2022
Q1 | $2.45M | Buy |
+17,945
| New | +$2.45M | 0.99% | 23 |
|
|
2021
Q4 | – | Sell |
-16,984
| Closed | -$2.78M | – | 81 |
|
|
2021
Q3 | $2.78M | Buy |
16,984
+550
| +3% | +$90K | 1.21% | 21 |
|
|
2021
Q2 | $2.56M | Buy |
16,434
+521
| +3% | +$81K | 1.11% | 22 |
|
|
2021
Q1 | $2.42M | Buy |
15,913
+375
| +2% | +$57.1K | 1.15% | 23 |
|
|
2020
Q4 | $1.97M | Sell |
15,538
-1,794
| -10% | -$228K | 0.97% | 25 |
|
|
2020
Q3 | $1.67M | Buy |
17,332
+1,131
| +7% | +$109K | 0.93% | 28 |
|
|
2020
Q2 | $1.52M | Buy |
16,201
+1,147
| +8% | +$108K | 0.92% | 27 |
|
|
2020
Q1 | $1.36M | Buy |
15,054
+48
| +0.3% | +$4.32K | 1.02% | 27 |
|
|
2019
Q4 | $2.09M | Buy |
15,006
+242
| +2% | +$33.7K | 1.26% | 18 |
|
|
2019
Q3 | $1.74M | Buy |
14,764
+1,815
| +14% | +$214K | 1.2% | 17 |
|
|
2019
Q2 | $1.45M | Buy |
12,949
+206
| +2% | +$23K | 1.02% | 21 |
|
|
2019
Q1 | $1.29M | Buy |
12,743
+387
| +3% | +$39.2K | 0.97% | 23 |
|
|
2018
Q4 | $1.21M | Sell |
12,356
-46
| -0.4% | -$4.49K | 1.07% | 25 |
|
|
2018
Q3 | $1.4M | Sell |
12,402
-180
| -1% | -$20.3K | 1.06% | 23 |
|
|
2018
Q2 | $1.31M | Buy |
12,582
+947
| +8% | +$98.7K | 1.03% | 21 |
|
|
2018
Q1 | $1.28M | Buy |
11,635
+656
| +6% | +$72.1K | 1.04% | 21 |
|
|
2017
Q4 | $1.17M | Buy |
+10,979
| New | +$1.17M | 0.97% | 24 |
|