Doheny 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
Q2 | $1.17M | Hold |
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|
2025
Q1 | $987K | Buy |
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|
2024
Q4 | $941K | Hold |
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|
2024
Q3 | $828K | Sell |
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|
2024
Q2 | $992K | Hold |
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|
2024
Q1 | $982K | Hold |
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|
2023
Q4 | $834K | Sell |
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|
2023
Q3 | $856K | Hold |
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|
2023
Q2 | $859K | Hold |
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|
2023
Q1 | $769K | Buy |
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|
2022
Q4 | $550K | Sell |
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|
2022
Q3 | $634K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.26M | Hold |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.2M | Hold |
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|
2020
Q4 | $1M | Sell |
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|
2020
Q3 | $786K | Buy |
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|
2020
Q2 | $355K | Sell |
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|
2020
Q1 | $1.08M | Hold |
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|
2019
Q4 | $1.08M | Sell |
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|
2019
Q3 | $927K | Sell |
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|
2019
Q2 | $937K | Buy |
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|
2019
Q1 | $613K | Buy |
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|
2018
Q4 | $542K | Sell |
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|
2018
Q3 | $692K | Hold |
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|
2018
Q2 | $639K | Hold |
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|
2018
Q1 | $674K | Hold |
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|
2017
Q4 | $656K | Buy |
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|
2017
Q3 | $469K | Hold |
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|
2017
Q2 | $449K | Sell |
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|
2017
Q1 | $436K | Sell |
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|
2016
Q4 | $482K | Buy |
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|
2016
Q3 | $207K | Sell |
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|
2016
Q2 | $205K | Sell |
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|
2016
Q1 | $234K | Hold |
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|
2015
Q4 | $261K | Hold |
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|
2015
Q3 | $241K | Sell |
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|
2015
Q2 | $275K | Buy |
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