Dixon Hubard Feinour & Brown’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.42M | Sell |
30,400
-1,777
| -6% | -$220K | 0.41% | 73 |
|
|
2022
Q1 | $4.39M | Sell |
32,177
-1,841
| -5% | -$272K | 0.44% | 66 |
|
|
2021
Q4 | $5.39M | Buy |
34,018
+27,121
| +393% | +$4.45M | 0.52% | 59 |
|
|
2021
Q3 | $1.13M | Buy |
6,897
+680
| +11% | +$107K | 0.24% | 79 |
|
|
2021
Q2 | $967K | Sell |
6,217
-7,382
| -54% | -$1.16M | 0.2% | 88 |
|
|
2021
Q1 | $1.69M | Buy |
13,599
+6,737
| +98% | +$969K | 0.21% | 91 |
|
|
2020
Q4 | $661K | Hold |
6,862
| – | – | 0.17% | 89 |
|
|
2020
Q3 | $661K | Sell |
6,862
-100
| -1% | -$9.82K | 0.17% | 89 |
|
|
2020
Q2 | $678K | Sell |
6,962
-58,746
| -89% | -$5.57M | 0.18% | 91 |
|
|
2020
Q1 | $5.92M | Sell |
65,708
-2,752
| -4% | -$334K | 2% | 14 |
|
|
2019
Q4 | $9.54M | Buy |
68,460
+58,795
| +608% | +$7.54M | 2.48% | 9 |
|
|
2019
Q3 | $1.14M | Buy |
9,665
+750
| +8% | +$84.8K | 0.31% | 72 |
|
|
2019
Q2 | $997K | Buy |
8,915
+50
| +0.6% | +$5.51K | 0.28% | 80 |
|
|
2019
Q1 | $897K | Buy |
8,865
+227
| +3% | +$23.4K | 0.27% | 82 |
|
|
2018
Q4 | $843K | Sell |
8,638
-547
| -6% | -$58.3K | 0.31% | 80 |
|
|
2018
Q3 | $1.04M | Buy |
9,185
+107
| +1% | +$12.1K | 0.29% | 79 |
|
|
2018
Q2 | $946K | Buy |
9,078
+460
| +5% | +$50.5K | 0.27% | 81 |
|
|
2018
Q1 | $948K | Buy |
8,618
+425
| +5% | +$48.1K | 0.26% | 88 |
|
|
2017
Q4 | $876K | Buy |
8,193
+1,244
| +18% | +$126K | 0.24% | 95 |
|
|
2017
Q3 | $664K | Sell |
6,949
-1,200
| -15% | -$111K | 0.19% | 102 |
|
|
2017
Q2 | $745K | Hold |
8,149
| – | – | 0.22% | 98 |
|
|
2017
Q1 | $716K | Buy |
8,149
+600
| +8% | +$52.9K | 0.21% | 98 |
|
|
2016
Q4 | $651K | Sell |
7,549
-300
| -4% | -$22.9K | 0.21% | 103 |
|
|
2016
Q3 | $523K | Hold |
7,849
| – | – | 0.16% | 111 |
|
|
2016
Q2 | $488K | Hold |
7,849
| – | – | 0.16% | 115 |
|
|
2016
Q1 | $496K | Buy |
7,849
+250
| +3% | +$14.6K | 0.16% | 115 |
|
|
2015
Q4 | $502K | Hold |
7,599
| – | – | 0.16% | 113 |
|
|
2015
Q3 | $463K | Sell |
7,599
-180
| -2% | -$11.8K | 0.17% | 107 |
|
|
2015
Q2 | $527K | Buy |
7,779
+296
| +4% | +$19.3K | 0.16% | 109 |
|
|
2015
Q1 | $453K | Buy |
7,483
+200
| +3% | +$11.8K | 0.13% | 120 |
|
|
2014
Q4 | $456K | Hold |
7,283
| – | – | 0.14% | 119 |
|
|
2014
Q3 | $439K | Hold |
7,283
| – | – | 0.14% | 113 |
|
|
2014
Q2 | $420K | Sell |
7,283
-140
| -2% | -$7.87K | 0.14% | 123 |
|
|
2014
Q1 | $451K | Buy |
7,423
+777
| +12% | +$44.9K | 0.16% | 118 |
|
|
2013
Q4 | $389K | Sell |
6,646
-154
| -2% | -$8.44K | 0.14% | 119 |
|
|
2013
Q3 | $351K | Hold |
6,800
| – | – | 0.15% | 118 |
|
|
2013
Q2 | $359K | Buy |
+6,800
| New | +$346K | 0.16% | 108 |
|
Other funds holding JPM
Dixon Hubard Feinour & Brown's JPM Position: Q2 2022 in Review
Dixon Hubard Feinour & Brown reduced its JPMorgan Chase (JPM) stake by 5.5% in Q2 2022, selling an estimated $220K and leaving 30,400 shares worth $3.42M. The position accounts for 0.41% of the portfolio, ranked #73.
Dixon Hubard Feinour & Brown first reported a position in JPM in Q2 2013 and has held it in 37 quarters since. The position peaked at $9.54M in Q4 2019. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.
- Dixon Hubard Feinour & Brown held 30,400 shares of JPMorgan Chase worth $3.42M as of Q2 2022.
- Dixon Hubard Feinour & Brown sold 1,777 JPMorgan Chase shares in Q2 2022, an estimated $220K.
- JPMorgan Chase made up 0.41% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #73 holding.
- Dixon Hubard Feinour & Brown first reported a position in JPMorgan Chase in Q2 2013 and has held it in 37 quarters since.
- Dixon Hubard Feinour & Brown's JPMorgan Chase position peaked at $9.54M in Q4 2019.
- 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.
Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.