DAM
Doheny Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
4,024
| – | – | 0.82% | 32 |
|
|
2025
Q1 | $987K | Buy |
4,024
+98
| +2% | +$24K | 0.77% | 34 |
|
|
2024
Q4 | $941K | Hold |
3,926
| – | – | 0.7% | 36 |
|
|
2024
Q3 | $828K | Sell |
3,926
-979
| -20% | -$206K | 0.57% | 40 |
|
|
2024
Q2 | $992K | Hold |
4,905
| – | – | 0.71% | 37 |
|
|
2024
Q1 | $982K | Hold |
4,905
| – | – | 0.81% | 33 |
|
|
2023
Q4 | $834K | Sell |
4,905
-1,000
| -17% | -$170K | 0.82% | 33 |
|
|
2023
Q3 | $856K | Hold |
5,905
| – | – | 0.83% | 37 |
|
|
2023
Q2 | $859K | Hold |
5,905
| – | – | 0.74% | 38 |
|
|
2023
Q1 | $769K | Buy |
5,905
+1,801
| +44% | +$235K | 0.69% | 43 |
|
|
2022
Q4 | $550K | Sell |
4,104
-1,966
| -32% | -$263K | 0.64% | 45 |
|
|
2022
Q3 | $634K | Buy |
+6,070
| New | +$634K | 0.64% | 44 |
|
|
2022
Q1 | $1.01M | Buy |
7,405
+50
| +0.7% | +$6.81K | 0.74% | 42 |
|
|
2021
Q4 | $1.17M | Sell |
7,355
-334
| -4% | -$52.9K | 0.82% | 39 |
|
|
2021
Q3 | $1.26M | Hold |
7,689
| – | – | 0.9% | 39 |
|
|
2021
Q2 | $1.2M | Sell |
7,689
-200
| -3% | -$31.1K | 0.77% | 44 |
|
|
2021
Q1 | $1.2M | Hold |
7,889
| – | – | 0.81% | 45 |
|
|
2020
Q4 | $1M | Sell |
7,889
-275
| -3% | -$34.9K | 0.7% | 40 |
|
|
2020
Q3 | $786K | Buy |
8,164
+4,385
| +116% | +$422K | 0.65% | 45 |
|
|
2020
Q2 | $355K | Sell |
3,779
-4,000
| -51% | -$376K | 0.34% | 63 |
|
|
2020
Q1 | $1.08M | Hold |
7,779
| – | – | 0.86% | 44 |
|
|
2019
Q4 | $1.08M | Sell |
7,779
-100
| -1% | -$13.9K | 0.86% | 44 |
|
|
2019
Q3 | $927K | Sell |
7,879
-500
| -6% | -$58.8K | 0.8% | 44 |
|
|
2019
Q2 | $937K | Buy |
8,379
+2,325
| +38% | +$260K | 0.78% | 44 |
|
|
2019
Q1 | $613K | Buy |
6,054
+500
| +9% | +$50.6K | 0.52% | 55 |
|
|
2018
Q4 | $542K | Sell |
5,554
-579
| -9% | -$56.5K | 0.4% | 56 |
|
|
2018
Q3 | $692K | Hold |
6,133
| – | – | 0.36% | 65 |
|
|
2018
Q2 | $639K | Hold |
6,133
| – | – | 0.35% | 64 |
|
|
2018
Q1 | $674K | Hold |
6,133
| – | – | 0.35% | 61 |
|
|
2017
Q4 | $656K | Buy |
6,133
+1,221
| +25% | +$131K | 0.31% | 72 |
|
|
2017
Q3 | $469K | Hold |
4,912
| – | – | 0.22% | 79 |
|
|
2017
Q2 | $449K | Sell |
4,912
-50
| -1% | -$4.57K | 0.21% | 75 |
|
|
2017
Q1 | $436K | Sell |
4,962
-620
| -11% | -$54.5K | 0.2% | 76 |
|
|
2016
Q4 | $482K | Buy |
5,582
+2,480
| +80% | +$214K | 0.23% | 73 |
|
|
2016
Q3 | $207K | Sell |
3,102
-200
| -6% | -$13.3K | 0.11% | 102 |
|
|
2016
Q2 | $205K | Sell |
3,302
-650
| -16% | -$40.4K | 0.1% | 102 |
|
|
2016
Q1 | $234K | Hold |
3,952
| – | – | 0.12% | 92 |
|
|
2015
Q4 | $261K | Hold |
3,952
| – | – | 0.13% | 93 |
|
|
2015
Q3 | $241K | Sell |
3,952
-100
| -2% | -$6.1K | 0.12% | 95 |
|
|
2015
Q2 | $275K | Buy |
+4,052
| New | +$275K | 0.12% | 98 |
|