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 |
-934
| Closed | -$224K | – | 103 |
|
|
2024
Q4 | $224K | Sell |
934
-35
| -4% | -$8.15K | 0.04% | 101 |
|
|
2024
Q3 | $204K | Sell |
969
-643
| -40% | -$135K | 0.04% | 94 |
|
|
2024
Q2 | $326K | Sell |
1,612
-2,953
| -65% | -$577K | 0.07% | 82 |
|
|
2024
Q1 | $914K | Buy |
4,565
+439
| +11% | +$79.2K | 0.18% | 44 |
|
|
2023
Q4 | $702K | Buy |
4,126
+182
| +5% | +$27.6K | 0.15% | 51 |
|
|
2023
Q3 | $572K | Buy |
3,944
+341
| +9% | +$51.1K | 0.13% | 46 |
|
|
2023
Q2 | $524K | Buy |
3,603
+321
| +10% | +$44.1K | 0.11% | 55 |
|
|
2023
Q1 | $428K | Sell |
3,282
-697
| -18% | -$95.5K | 0.1% | 67 |
|
|
2022
Q4 | $534K | Buy |
3,979
+437
| +12% | +$55.4K | 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% | -$2.81K | 0.09% | 69 |
|
|
2021
Q4 | $565K | Buy |
3,561
+72
| +2% | +$11.8K | 0.11% | 65 |
|
|
2021
Q3 | $572K | Hold |
3,489
| – | – | 0.12% | 64 |
|
|
2021
Q2 | $543K | Sell |
3,489
-74
| -2% | -$11.6K | 0.12% | 63 |
|
|
2021
Q1 | $542K | Buy |
3,563
+747
| +27% | +$107K | 0.13% | 66 |
|
|
2020
Q4 | $358K | Sell |
2,816
-1,235
| -30% | -$138K | 0.1% | 66 |
|
|
2020
Q3 | $391K | Sell |
4,051
-2,896
| -42% | -$284K | 0.12% | 68 |
|
|
2020
Q2 | $653K | Buy |
6,947
+1,556
| +29% | +$148K | 0.21% | 52 |
|
|
2020
Q1 | $486K | Hold |
5,391
| – | – | 0.18% | 55 |
|
|
2019
Q4 | $752K | Sell |
5,391
-2,739
| -34% | -$351K | 0.22% | 51 |
|
|
2019
Q3 | $956K | Sell |
8,130
-31
| -0.4% | -$3.51K | 0.33% | 39 |
|
|
2019
Q2 | $912K | Sell |
8,161
-1,055
| -11% | -$116K | 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% | -$568 | 0.5% | 31 |
|
|
2018
Q2 | $961K | Sell |
9,221
-3,160
| -26% | -$347K | 0.53% | 32 |
|
|
2018
Q1 | $1.36M | Sell |
12,381
-2,993
| -19% | -$339K | 0.76% | 20 |
|
|
2017
Q4 | $1.64M | Buy |
15,374
+3,048
| +25% | +$309K | 1.03% | 17 |
|
|
2017
Q3 | $1.18M | Sell |
12,326
-177
| -1% | -$16.3K | 0.37% | 25 |
|
|
2017
Q2 | $1.14M | Buy |
+12,503
| New | +$1.08M | 0.37% | 25 |
|
Other funds holding JPM
Dimension Capital Management's JPM Position: Q1 2025 in Review
Dimension Capital Management sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 934 shares — an estimated $224K sold.
Dimension Capital Management first reported a position in JPM in Q2 2017 and held it in 31 quarters. The position peaked at $1.64M in Q4 2017. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.
- Dimension Capital Management reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
- Dimension Capital Management sold 934 JPMorgan Chase shares in Q1 2025, an estimated $224K.
- Dimension Capital Management first reported a position in JPMorgan Chase in Q2 2017 and held it in 31 quarters.
- Dimension Capital Management's JPMorgan Chase position peaked at $1.64M in Q4 2017.
- 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.
Based on Dimension Capital Management's 13F filing for Q1 2025, filed 15 May 2025.