Deseret Mutual Benefit Administrators’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 | $1.21M | Hold |
4,183
| – | – | 0.57% | 29 |
|
|
2025
Q1 | $1.03M | Sell |
4,183
-336
| -7% | -$82.4K | 0.51% | 37 |
|
|
2024
Q4 | $1.08M | Sell |
4,519
-445
| -9% | -$107K | 0.53% | 33 |
|
|
2024
Q3 | $1.05M | Sell |
4,964
-275
| -5% | -$58K | 0.53% | 35 |
|
|
2024
Q2 | $1.06M | Sell |
5,239
-305
| -6% | -$61.7K | 0.49% | 32 |
|
|
2024
Q1 | $1.11M | Sell |
5,544
-157
| -3% | -$31.4K | 0.56% | 31 |
|
|
2023
Q4 | $970K | Sell |
5,701
-1,761
| -24% | -$300K | 0.56% | 30 |
|
|
2023
Q3 | $1.08M | Sell |
7,462
-1,440
| -16% | -$209K | 0.53% | 29 |
|
|
2023
Q2 | $1.29M | Sell |
8,902
-333
| -4% | -$48.4K | 0.5% | 29 |
|
|
2023
Q1 | $1.2M | Buy |
9,235
+15
| +0.2% | +$1.96K | 0.48% | 33 |
|
|
2022
Q4 | $1.24M | Sell |
9,220
-6,792
| -42% | -$911K | 0.51% | 27 |
|
|
2022
Q3 | $1.67M | Sell |
16,012
-2,098
| -12% | -$219K | 0.47% | 31 |
|
|
2022
Q2 | $2.04M | Buy |
18,110
+1,851
| +11% | +$208K | 0.46% | 36 |
|
|
2022
Q1 | $2.22M | Sell |
16,259
-2,008
| -11% | -$274K | 0.44% | 36 |
|
|
2021
Q4 | $2.89M | Hold |
18,267
| – | – | 0.49% | 32 |
|
|
2021
Q3 | $2.99M | Sell |
18,267
-6,069
| -25% | -$993K | 0.55% | 27 |
|
|
2021
Q2 | $3.79M | Buy |
+24,336
| New | +$3.79M | 0.92% | 9 |
|