DF Dent & Co’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 | $10.2M | Sell |
35,045
-3,661
| -9% | -$1.06M | 0.13% | 99 |
|
|
2025
Q1 | $9.49M | Buy |
38,706
+2,801
| +8% | +$687K | 0.13% | 101 |
|
|
2024
Q4 | $8.61M | Sell |
35,905
-5,083
| -12% | -$1.22M | 0.11% | 101 |
|
|
2024
Q3 | $8.64M | Buy |
40,988
+456
| +1% | +$96.2K | 0.11% | 101 |
|
|
2024
Q2 | $8.2M | Sell |
40,532
-6,419
| -14% | -$1.3M | 0.11% | 95 |
|
|
2024
Q1 | $9.4M | Buy |
46,951
+21,266
| +83% | +$4.26M | 0.11% | 91 |
|
|
2023
Q4 | $4.37M | Sell |
25,685
-3,477
| -12% | -$591K | 0.06% | 98 |
|
|
2023
Q3 | $4.23M | Sell |
29,162
-35
| -0.1% | -$5.08K | 0.06% | 99 |
|
|
2023
Q2 | $4.25M | Sell |
29,197
-7,730
| -21% | -$1.12M | 0.06% | 98 |
|
|
2023
Q1 | $4.81M | Buy |
36,927
+294
| +0.8% | +$38.3K | 0.07% | 95 |
|
|
2022
Q4 | $4.91M | Buy |
36,633
+856
| +2% | +$115K | 0.07% | 99 |
|
|
2022
Q3 | $3.74M | Buy |
35,777
+1,946
| +6% | +$203K | 0.06% | 102 |
|
|
2022
Q2 | $3.81M | Sell |
33,831
-3,866
| -10% | -$435K | 0.05% | 100 |
|
|
2022
Q1 | $5.14M | Sell |
37,697
-7,769
| -17% | -$1.06M | 0.06% | 98 |
|
|
2021
Q4 | $7.2M | Buy |
45,466
+966
| +2% | +$153K | 0.07% | 95 |
|
|
2021
Q3 | $7.28M | Sell |
44,500
-28
| -0.1% | -$4.58K | 0.07% | 91 |
|
|
2021
Q2 | $6.93M | Sell |
44,528
-4,768
| -10% | -$742K | 0.07% | 89 |
|
|
2021
Q1 | $7.5M | Buy |
49,296
+75
| +0.2% | +$11.4K | 0.09% | 82 |
|
|
2020
Q4 | $6.26M | Sell |
49,221
-69
| -0.1% | -$8.77K | 0.07% | 83 |
|
|
2020
Q3 | $4.75M | Buy |
49,290
+6,306
| +15% | +$607K | 0.06% | 85 |
|
|
2020
Q2 | $4.04M | Sell |
42,984
-482
| -1% | -$45.3K | 0.06% | 84 |
|
|
2020
Q1 | $3.91M | Sell |
43,466
-45
| -0.1% | -$4.05K | 0.08% | 79 |
|
|
2019
Q4 | $6.07M | Buy |
43,511
+1,107
| +3% | +$154K | 0.1% | 73 |
|
|
2019
Q3 | $4.99M | Buy |
42,404
+3,650
| +9% | +$430K | 0.09% | 78 |
|
|
2019
Q2 | $4.33M | Buy |
38,754
+17,951
| +86% | +$2.01M | 0.08% | 82 |
|
|
2019
Q1 | $2.11M | Buy |
20,803
+702
| +3% | +$71.1K | 0.04% | 122 |
|
|
2018
Q4 | $1.96M | Buy |
20,101
+423
| +2% | +$41.3K | 0.05% | 92 |
|
|
2018
Q3 | $2.22M | Sell |
19,678
-296
| -1% | -$33.4K | 0.05% | 96 |
|
|
2018
Q2 | $2.08M | Sell |
19,974
-1,250
| -6% | -$130K | 0.05% | 96 |
|
|
2018
Q1 | $2.33M | Buy |
21,224
+16,370
| +337% | +$1.8M | 0.05% | 88 |
|
|
2017
Q4 | $519K | Buy |
4,854
+574
| +13% | +$61.4K | 0.01% | 160 |
|
|
2017
Q3 | $409K | Hold |
4,280
| – | – | 0.01% | 144 |
|
|
2017
Q2 | $391K | Sell |
4,280
-649
| -13% | -$59.3K | 0.01% | 140 |
|
|
2017
Q1 | $433K | Sell |
4,929
-175
| -3% | -$15.4K | 0.01% | 119 |
|
|
2016
Q4 | $440K | Sell |
5,104
-58
| -1% | -$5K | 0.01% | 128 |
|
|
2016
Q3 | $344K | Hold |
5,162
| – | – | 0.01% | 129 |
|
|
2016
Q2 | $321K | Sell |
5,162
-172
| -3% | -$10.7K | 0.01% | 148 |
|
|
2016
Q1 | $316K | Sell |
5,334
-337
| -6% | -$20K | 0.01% | 129 |
|
|
2015
Q4 | $374K | Buy |
5,671
+157
| +3% | +$10.4K | 0.01% | 126 |
|
|
2015
Q3 | $336K | Buy |
5,514
+173
| +3% | +$10.5K | 0.01% | 129 |
|
|
2015
Q2 | $362K | Buy |
5,341
+172
| +3% | +$11.7K | 0.01% | 153 |
|
|
2015
Q1 | $313K | Hold |
5,169
| – | – | 0.01% | 137 |
|
|
2014
Q4 | $323K | Hold |
5,169
| – | – | 0.01% | 133 |
|
|
2014
Q3 | $311K | Hold |
5,169
| – | – | 0.01% | 131 |
|
|
2014
Q2 | $298K | Sell |
5,169
-770
| -13% | -$44.4K | 0.01% | 138 |
|
|
2014
Q1 | $361K | Sell |
5,939
-4,255
| -42% | -$259K | 0.01% | 134 |
|
|
2013
Q4 | $596K | Sell |
10,194
-1,536
| -13% | -$89.8K | 0.01% | 125 |
|
|
2013
Q3 | $606K | Buy |
11,730
+126
| +1% | +$6.51K | 0.02% | 100 |
|
|
2013
Q2 | $613K | Buy |
+11,604
| New | +$613K | 0.02% | 98 |
|