Dixon Fnancial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
7,495
-100
| -1% | -$29K | 1.1% | 11 |
|
|
2025
Q1 | $1.86M | Hold |
7,595
| – | – | 1.01% | 11 |
|
|
2024
Q4 | $1.82M | Sell |
7,595
-16
| -0.2% | -$3.84K | 0.99% | 10 |
|
|
2024
Q3 | $1.6M | Hold |
7,611
| – | – | 0.85% | 10 |
|
|
2024
Q2 | $1.54M | Hold |
7,611
| – | – | 0.86% | 10 |
|
|
2024
Q1 | $1.52M | Sell |
7,611
-122
| -2% | -$24.4K | 0.84% | 10 |
|
|
2023
Q4 | $1.32M | Sell |
7,733
-66
| -0.8% | -$11.2K | 0.81% | 10 |
|
|
2023
Q3 | $1.13M | Buy |
7,799
+109
| +1% | +$15.8K | 0.76% | 11 |
|
|
2023
Q2 | $1.12M | Sell |
7,690
-12
| -0.2% | -$1.75K | 0.73% | 10 |
|
|
2023
Q1 | $1M | Buy |
7,702
+15
| +0.2% | +$1.96K | 0.68% | 10 |
|
|
2022
Q4 | $1.03M | Sell |
7,687
-3
| -0% | -$402 | 0.73% | 11 |
|
|
2022
Q3 | $804K | Sell |
7,690
-3
| -0% | -$314 | 0.63% | 11 |
|
|
2022
Q2 | $866K | Sell |
7,693
-6
| -0.1% | -$675 | 0.63% | 11 |
|
|
2022
Q1 | $1.05M | Buy |
7,699
+25
| +0.3% | +$3.41K | 0.8% | 10 |
|
|
2021
Q4 | $1.22M | Buy |
+7,674
| New | +$1.22M | 0.89% | 10 |
|