Dentgroup’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 | $373K | Buy |
1,286
+2
| +0.2% | +$580 | 0.26% | 72 |
|
|
2025
Q1 | $315K | Sell |
1,284
-16
| -1% | -$3.93K | 0.24% | 76 |
|
|
2024
Q4 | $312K | Sell |
1,300
-8
| -0.6% | -$1.92K | 0.24% | 74 |
|
|
2024
Q3 | $276K | Buy |
1,308
+2
| +0.2% | +$422 | 0.21% | 78 |
|
|
2024
Q2 | $264K | Buy |
1,306
+7
| +0.5% | +$1.42K | 0.21% | 75 |
|
|
2024
Q1 | $260K | Buy |
1,299
+7
| +0.5% | +$1.4K | 0.22% | 70 |
|
|
2023
Q4 | $220K | Sell |
1,292
-267
| -17% | -$45.4K | 0.2% | 74 |
|
|
2023
Q3 | $226K | Buy |
1,559
+9
| +0.6% | +$1.31K | 0.17% | 101 |
|
|
2023
Q2 | $225K | Buy |
1,550
+11
| +0.7% | +$1.6K | 0.16% | 97 |
|
|
2023
Q1 | $201K | Sell |
1,539
-22
| -1% | -$2.87K | 0.16% | 103 |
|
|
2022
Q4 | $209K | Buy |
+1,561
| New | +$209K | 0.18% | 101 |
|
|
2022
Q1 | – | Sell |
-1,421
| Closed | -$225K | – | 87 |
|
|
2021
Q4 | $225K | Buy |
+1,421
| New | +$225K | 0.21% | 78 |
|