DCM
Dimension Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-934
| Closed | -$224K | – | 103 |
|
|
2024
Q4 | $224K | Sell |
934
-35
| -4% | -$8.39K | 0.04% | 100 |
|
|
2024
Q3 | $204K | Sell |
969
-643
| -40% | -$136K | 0.04% | 93 |
|
|
2024
Q2 | $326K | Sell |
1,612
-2,953
| -65% | -$597K | 0.07% | 82 |
|
|
2024
Q1 | $914K | Buy |
4,565
+439
| +11% | +$87.9K | 0.18% | 44 |
|
|
2023
Q4 | $702K | Buy |
4,126
+182
| +5% | +$31K | 0.15% | 51 |
|
|
2023
Q3 | $572K | Buy |
3,944
+341
| +9% | +$49.5K | 0.13% | 46 |
|
|
2023
Q2 | $524K | Buy |
3,603
+321
| +10% | +$46.7K | 0.11% | 55 |
|
|
2023
Q1 | $428K | Sell |
3,282
-697
| -18% | -$90.8K | 0.1% | 67 |
|
|
2022
Q4 | $534K | Buy |
3,979
+437
| +12% | +$58.6K | 0.12% | 53 |
|
|
2022
Q3 | $371K | Hold |
3,542
| – | – | 0.09% | 78 |
|
|
2022
Q2 | $399K | Hold |
3,542
| – | – | 0.09% | 76 |
|
|
2022
Q1 | $483K | Sell |
3,542
-19
| -0.5% | -$2.59K | 0.09% | 68 |
|
|
2021
Q4 | $565K | Buy |
3,561
+72
| +2% | +$11.4K | 0.11% | 65 |
|
|
2021
Q3 | $572K | Hold |
3,489
| – | – | 0.12% | 64 |
|
|
2021
Q2 | $543K | Sell |
3,489
-74
| -2% | -$11.5K | 0.12% | 63 |
|
|
2021
Q1 | $542K | Buy |
3,563
+747
| +27% | +$114K | 0.13% | 66 |
|
|
2020
Q4 | $358K | Sell |
2,816
-1,235
| -30% | -$157K | 0.1% | 66 |
|
|
2020
Q3 | $391K | Sell |
4,051
-2,896
| -42% | -$280K | 0.12% | 68 |
|
|
2020
Q2 | $653K | Buy |
6,947
+1,556
| +29% | +$146K | 0.21% | 52 |
|
|
2020
Q1 | $486K | Hold |
5,391
| – | – | 0.18% | 55 |
|
|
2019
Q4 | $752K | Sell |
5,391
-2,739
| -34% | -$382K | 0.22% | 51 |
|
|
2019
Q3 | $956K | Sell |
8,130
-31
| -0.4% | -$3.65K | 0.33% | 39 |
|
|
2019
Q2 | $912K | Sell |
8,161
-1,055
| -11% | -$118K | 0.31% | 39 |
|
|
2019
Q1 | $933K | Hold |
9,216
| – | – | 0.4% | 40 |
|
|
2018
Q4 | $900K | Hold |
9,216
| – | – | 0.44% | 34 |
|
|
2018
Q3 | $1.04M | Sell |
9,216
-5
| -0.1% | -$564 | 0.5% | 31 |
|
|
2018
Q2 | $961K | Sell |
9,221
-3,160
| -26% | -$329K | 0.53% | 32 |
|
|
2018
Q1 | $1.36M | Sell |
12,381
-2,993
| -19% | -$329K | 0.76% | 20 |
|
|
2017
Q4 | $1.64M | Buy |
15,374
+3,048
| +25% | +$326K | 1.03% | 17 |
|
|
2017
Q3 | $1.18M | Sell |
12,326
-177
| -1% | -$16.9K | 0.37% | 22 |
|
|
2017
Q2 | $1.14M | Buy |
+12,503
| New | +$1.14M | 0.37% | 22 |
|