Dimension Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $224K | Sell |
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|
2024
Q3 | $204K | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $914K | Buy |
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|
2023
Q4 | $702K | Buy |
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|
2023
Q3 | $572K | Buy |
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|
2023
Q2 | $524K | Buy |
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|
2023
Q1 | $428K | Sell |
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|
2022
Q4 | $534K | Buy |
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|
2022
Q3 | $371K | Hold |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $483K | Sell |
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|
2021
Q4 | $565K | Buy |
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|
2021
Q3 | $572K | Hold |
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|
2021
Q2 | $543K | Sell |
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|
2021
Q1 | $542K | Buy |
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|
2020
Q4 | $358K | Sell |
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|
2020
Q3 | $391K | Sell |
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|
2020
Q2 | $653K | Buy |
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|
2020
Q1 | $486K | Hold |
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|
2019
Q4 | $752K | Sell |
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|
2019
Q3 | $956K | Sell |
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|
2019
Q2 | $912K | Sell |
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|
2019
Q1 | $933K | Hold |
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|
2018
Q4 | $900K | Hold |
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|
2018
Q3 | $1.04M | Sell |
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|
2018
Q2 | $961K | Sell |
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|
2018
Q1 | $1.36M | Sell |
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|
2017
Q4 | $1.64M | Buy |
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|
2017
Q3 | $1.18M | Sell |
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|
2017
Q2 | $1.14M | Buy |
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