Dillon & Associates’s JPMorgan Chase JPM Stock Holding History

Dillon & Associates’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.59M	Sell	15,824 -164	-1%	-$47.6K	0.62%	35
2025 Q1	$3.92M	Sell	15,988 -575	-3%	-$141K	0.58%	36
2024 Q4	$3.98M	Buy	16,563 +25	+0.2%	+$6K	0.55%	35
2024 Q3	$3.49M	Sell	16,538 -17	-0.1%	-$3.59K	0.49%	37
2024 Q2	$3.34M	Hold	16,555	–	–	0.49%	38
2024 Q1	$3.31M	Buy	16,555 +633	+4%	+$127K	0.52%	38
2023 Q4	$2.71M	Buy	15,922 +57	+0.4%	+$9.69K	0.49%	41
2023 Q3	$2.3M	Sell	15,865 -274	-2%	-$39.7K	0.44%	42
2023 Q2	$2.34M	Buy	16,139 +275	+2%	+$39.9K	0.43%	44
2023 Q1	$2.06M	Sell	15,864 -2,231	-12%	-$290K	0.41%	43
2022 Q4	$2.43M	Sell	18,095 -91	-0.5%	-$12.2K	0.52%	39
2022 Q3	$1.89M	Hold	18,186	–	–	0.44%	43
2022 Q2	$2.06M	Sell	18,186 -400	-2%	-$45.2K	0.46%	39
2022 Q1	$2.53M	Sell	18,586 -345	-2%	-$46.9K	0.48%	38
2021 Q4	$2.99M	Buy	18,931 +118	+0.6%	+$18.6K	0.52%	38
2021 Q3	$3.09M	Buy	18,813 +31	+0.2%	+$5.08K	0.59%	37
2021 Q2	$2.93M	Buy	18,782 +197	+1%	+$30.7K	0.57%	38
2021 Q1	$2.83M	Buy	18,585 +30	+0.2%	+$4.56K	0.6%	35
2020 Q4	$2.36M	Sell	18,555 -1,076	-5%	-$137K	0.51%	36
2020 Q3	$1.89M	Sell	19,631 -7,214	-27%	-$693K	0.45%	37
2020 Q2	$2.52M	Sell	26,845 -4,234	-14%	-$398K	0.68%	33
2020 Q1	$2.8M	Buy	31,079 +3,318	+12%	+$299K	0.94%	31
2019 Q4	$3.86M	Buy	27,761 +191	+0.7%	+$26.6K	1.08%	29
2019 Q3	$3.25M	Sell	27,570 -3,860	-12%	-$455K	0.99%	32
2019 Q2	$3.52M	Buy	31,430 +641	+2%	+$71.8K	1.09%	30
2019 Q1	$3.11M	Buy	30,789 +2,687	+10%	+$271K	1.01%	34
2018 Q4	$2.75M	Buy	28,102 +1,957	+7%	+$192K	1.05%	33
2018 Q3	$2.95M	Buy	26,145 +595	+2%	+$67.2K	0.98%	34
2018 Q2	$2.66M	Buy	25,550 +3,099	+14%	+$322K	0.98%	33
2018 Q1	$2.47M	Buy	22,451 +4,548	+25%	+$500K	0.95%	34
2017 Q4	$1.92M	Buy	17,903 +1,974	+12%	+$211K	0.72%	37
2017 Q3	$1.53M	Buy	15,929 +2,397	+18%	+$230K	0.6%	39
2017 Q2	$1.23M	Buy	13,532 +6,222	+85%	+$566K	0.51%	39
2017 Q1	$643K	Buy	+7,310	New	+$643K	0.27%	49