DAM

Diamant Asset Management’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$824K	Hold	2,843	–	–	0.63%	34
2025 Q1	$697K	Sell	2,843 -2,008	-41%	-$493K	0.53%	41
2024 Q4	$1.16M	Hold	4,851	–	–	0.74%	26
2024 Q3	$1.02M	Sell	4,851 -10	-0.2%	-$2.11K	0.64%	32
2024 Q2	$983K	Hold	4,861	–	–	0.66%	29
2024 Q1	$974K	Sell	4,861 -10	-0.2%	-$2K	0.68%	29
2023 Q4	$829K	Buy	4,871 +200	+4%	+$34K	0.61%	32
2023 Q3	$677K	Hold	4,671	–	–	0.56%	36
2023 Q2	$679K	Hold	4,671	–	–	0.52%	34
2023 Q1	$609K	Hold	4,671	–	–	0.5%	41
2022 Q4	$626K	Hold	4,671	–	–	0.56%	37
2022 Q3	$488K	Buy	4,671 +10	+0.2%	+$1.05K	0.47%	44
2022 Q2	$525K	Hold	4,661	–	–	0.47%	45
2022 Q1	$635K	Hold	4,661	–	–	0.49%	44
2021 Q4	$738K	Hold	4,661	–	–	0.54%	38
2021 Q3	$763K	Buy	+4,661	New	+$763K	0.63%	36
2021 Q1	$710K	Hold	4,661	–	–	0.62%	35
2020 Q4	$592K	Sell	4,661 -2,150	-32%	-$273K	0.53%	39
2020 Q3	$656K	Sell	6,811 -555	-8%	-$53.5K	0.63%	34
2020 Q2	$693K	Hold	7,366	–	–	0.73%	30
2020 Q1	$663K	Hold	7,366	–	–	0.86%	28
2019 Q4	$1.03M	Hold	7,366	–	–	0.95%	30
2019 Q3	$867K	Hold	7,366	–	–	0.87%	31
2019 Q2	$824K	Hold	7,366	–	–	0.82%	34
2019 Q1	$746K	Sell	7,366 -75	-1%	-$7.6K	0.75%	35
2018 Q4	$726K	Hold	7,441	–	–	0.81%	33
2018 Q3	$840K	Hold	7,441	–	–	0.78%	33
2018 Q2	$775K	Hold	7,441	–	–	0.75%	38
2018 Q1	$818K	Hold	7,441	–	–	0.8%	34
2017 Q4	$796	Buy	+7,441	New	+$796	0.12%	39