Dividend Assets Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.2M | Sell |
51,569
-2,918
| -5% | -$886K | 3.03% | 3 |
|
|
2025
Q4 | $17.6M | Sell |
54,487
-3,549
| -6% | -$1.1M | 3.36% | 3 |
|
|
2025
Q3 | $18.3M | Buy |
58,036
+458
| +0.8% | +$136K | 3.21% | 4 |
|
|
2025
Q2 | $16.7M | Buy |
57,578
+139
| +0.2% | +$35.5K | 3.03% | 5 |
|
|
2025
Q1 | $14.1M | Sell |
57,439
-352
| -0.6% | -$89.7K | 2.67% | 9 |
|
|
2024
Q4 | $13.9M | Buy |
57,791
+273
| +0.5% | +$63.6K | 2.69% | 8 |
|
|
2024
Q3 | $12.1M | Buy |
57,518
+3,143
| +6% | +$662K | 2.32% | 14 |
|
|
2024
Q2 | $11M | Buy |
54,375
+4,363
| +9% | +$853K | 2.24% | 14 |
|
|
2024
Q1 | $10M | Sell |
50,012
-2,642
| -5% | -$477K | 2.11% | 14 |
|
|
2023
Q4 | $8.96M | Buy |
52,654
+1,180
| +2% | +$179K | 1.76% | 17 |
|
|
2023
Q3 | $7.46M | Buy |
51,474
+7,125
| +16% | +$1.07M | 1.55% | 18 |
|
|
2023
Q2 | $6.45M | Buy |
44,349
+10,438
| +31% | +$1.44M | 1.33% | 17 |
|
|
2023
Q1 | $4.55M | Hold |
33,911
| – | – | 0.97% | 31 |
|
|
2022
Q4 | $4.55M | Buy |
33,911
+132
| +0.4% | +$16.7K | 0.97% | 31 |
|
|
2022
Q3 | $3.53M | Buy |
33,779
+9,132
| +37% | +$1.05M | 0.81% | 37 |
|
|
2022
Q2 | $2.77M | Buy |
24,647
+4,997
| +25% | +$619K | 0.6% | 47 |
|
|
2022
Q1 | $2.68M | Buy |
19,650
+2,151
| +12% | +$318K | 0.51% | 54 |
|
|
2021
Q4 | $2.77M | Buy |
17,499
+9,004
| +106% | +$1.48M | 0.51% | 51 |
|
|
2021
Q3 | $1.39M | Buy |
8,495
+850
| +11% | +$133K | 0.28% | 82 |
|
|
2021
Q2 | $1.19M | Sell |
7,645
-3,589
| -32% | -$564K | 0.23% | 94 |
|
|
2021
Q1 | $1.71M | Sell |
11,234
-120
| -1% | -$17.3K | 0.33% | 73 |
|
|
2020
Q4 | $1.44M | Sell |
11,354
-7,555
| -40% | -$844K | 0.28% | 75 |
|
|
2020
Q3 | $1.82M | Buy |
18,909
+2,219
| +13% | +$218K | 0.43% | 59 |
|
|
2020
Q2 | $1.57M | Sell |
16,690
-3,822
| -19% | -$363K | 0.33% | 66 |
|
|
2020
Q1 | $1.85M | Sell |
20,512
-42
| -0.2% | -$5.1K | 0.45% | 59 |
|
|
2019
Q4 | $2.87M | Buy |
20,554
+3,419
| +20% | +$439K | 0.46% | 59 |
|
|
2019
Q3 | $2.02M | Buy |
17,135
+555
| +3% | +$62.8K | 0.32% | 72 |
|
|
2019
Q2 | $1.85M | Sell |
16,580
-175
| -1% | -$19.3K | 0.29% | 75 |
|
|
2019
Q1 | $1.7M | Buy |
16,755
+500
| +3% | +$51.5K | 0.27% | 78 |
|
|
2018
Q4 | $1.59M | Sell |
16,255
-3,999
| -20% | -$426K | 0.28% | 77 |
|
|
2018
Q3 | $2.29M | Sell |
20,254
-4,416
| -18% | -$501K | 0.29% | 73 |
|
|
2018
Q2 | $2.57M | Sell |
24,670
-516
| -2% | -$56.6K | 0.33% | 70 |
|
|
2018
Q1 | $2.77M | Buy |
25,186
+842
| +3% | +$95.3K | 0.14% | 71 |
|
|
2017
Q4 | $2.6M | Sell |
24,344
-900
| -4% | -$91.1K | 0.12% | 72 |
|
|
2017
Q3 | $2.41M | Buy |
25,244
+410
| +2% | +$37.8K | 0.1% | 73 |
|
|
2017
Q2 | $2.27M | Buy |
24,834
+125
| +0.5% | +$10.8K | 0.09% | 73 |
|
|
2017
Q1 | $2.17M | Sell |
24,709
-1,680
| -6% | -$148K | 0.08% | 74 |
|
|
2016
Q4 | $2.28M | Sell |
26,389
-850
| -3% | -$64.8K | 0.08% | 66 |
|
|
2016
Q3 | $1.81M | Buy |
27,239
+545
| +2% | +$35.5K | 0.06% | 60 |
|
|
2016
Q2 | $1.66M | Buy |
26,694
+1,431
| +6% | +$89.4K | 0.05% | 58 |
|
|
2016
Q1 | $1.5M | Buy |
25,263
+5,059
| +25% | +$295K | 0.04% | 56 |
|
|
2015
Q4 | $1.33M | Sell |
20,204
-33
| -0.2% | -$2.15K | 0.04% | 61 |
|
|
2015
Q3 | $1.23M | Buy |
20,237
+333
| +2% | +$21.8K | 0.03% | 64 |
|
|
2015
Q2 | $1.35M | Sell |
19,904
-25
| -0.1% | -$1.63K | 0.03% | 63 |
|
|
2015
Q1 | $1.21M | Buy |
19,929
+967
| +5% | +$57.3K | 0.03% | 66 |
|
|
2014
Q4 | $1.19M | Buy |
18,962
+473
| +3% | +$28.5K | 0.03% | 68 |
|
|
2014
Q3 | $1.11M | Buy |
18,489
+4,525
| +32% | +$265K | 0.03% | 74 |
|
|
2014
Q2 | $805K | Hold |
13,964
| – | – | 0.02% | 80 |
|
|
2014
Q1 | $848K | Buy |
13,964
+133
| +1% | +$7.69K | 0.03% | 83 |
|
|
2013
Q4 | $809K | Hold |
13,831
| – | – | 0.03% | 86 |
|
|
2013
Q3 | $715K | Hold |
13,831
| – | – | 0.03% | 87 |
|
|
2013
Q2 | $730K | Buy |
+13,831
| New | +$703K | 0.03% | 84 |
|
Other funds holding JPM
VCM
VPM
