Dixon Fnancial Services’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
Q3 | $2.47M | Buy |
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|
2025
Q2 | $2.17M | Sell |
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|
2025
Q1 | $1.86M | Hold |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $1.6M | Hold |
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|
2024
Q2 | $1.54M | Hold |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $804K | Sell |
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|
2022
Q2 | $866K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.22M | Buy |
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