Dock Street Asset Management’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 | $1.07M | Sell |
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|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $4.52M | Buy |
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|
2024
Q4 | $698K | Hold |
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|
2024
Q3 | $614K | Sell |
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|
2024
Q2 | $623K | Buy |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $388K | Hold |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $358K | Hold |
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|
2022
Q3 | $279K | Hold |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $364K | Sell |
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|
2021
Q4 | $430K | Hold |
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|
2021
Q3 | $444K | Hold |
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|
2021
Q2 | $422K | Buy |
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|
2021
Q1 | $404K | Buy |
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|
2020
Q4 | $335K | Sell |
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|
2020
Q3 | $283K | Hold |
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|
2020
Q2 | $276K | Buy |
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|
2020
Q1 | $234K | Sell |
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|
2019
Q4 | $544K | Hold |
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|
2019
Q3 | $459K | Hold |
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|
2019
Q2 | $436K | Sell |
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|
2019
Q1 | $399K | Hold |
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|
2018
Q4 | $385K | Hold |
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|
2018
Q3 | $445K | Hold |
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|
2018
Q2 | $411K | Hold |
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|
2018
Q1 | $434K | Buy |
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|
2017
Q4 | $403K | Buy |
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|
2017
Q3 | $277K | Hold |
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|
2017
Q2 | $265K | Buy |
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|
2017
Q1 | $248K | Hold |
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|
2016
Q4 | $243K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $225K | Sell |
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|
2015
Q1 | $262K | Sell |
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|
2014
Q4 | $302K | Hold |
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|
2014
Q3 | $290K | Hold |
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|
2014
Q2 | $278K | Hold |
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|
2014
Q1 | $293K | Hold |
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|
2013
Q4 | $282K | Hold |
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|
2013
Q3 | $249K | Hold |
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|
2013
Q2 | $254K | Buy |
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