DNCA Finance’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 | $24.3M | Buy |
83,727
+256
| +0.3% | +$74.2K | 1.85% | 15 |
|
|
2025
Q1 | $20.5M | Sell |
83,471
-395
| -0.5% | -$96.9K | 1.7% | 18 |
|
|
2024
Q4 | $20.1M | Buy |
83,866
+2,100
| +3% | +$503K | 1.57% | 18 |
|
|
2024
Q3 | $17.2M | Sell |
81,766
-42,250
| -34% | -$8.91M | 1.48% | 18 |
|
|
2024
Q2 | $25.1M | Buy |
+124,016
| New | +$25.1M | 2.15% | 11 |
|