DOHJ LLC’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
$2.77M Buy
11,490
+1,560
+16% +$376K 0.8% 35
2025
Q1
$2.44M Buy
9,930
+166
+2% +$40.7K 0.56% 43
2024
Q4
$2.34M Buy
9,764
+416
+4% +$99.7K 0.54% 47
2024
Q3
$1.94M Buy
9,348
+328
+4% +$68K 0.45% 56
2024
Q2
$1.82M Buy
9,020
+359
+4% +$72.6K 0.46% 56
2024
Q1
$1.73M Buy
8,661
+109
+1% +$21.8K 0.46% 53
2023
Q4
$1.45M Sell
8,552
-1,267
-13% -$216K 0.43% 59
2023
Q3
$1.41M Buy
9,819
+382
+4% +$54.9K 0.63% 42
2023
Q2
$1.37M Buy
9,437
+834
+10% +$121K 0.59% 42
2023
Q1
$1.12M Sell
8,603
-1,604
-16% -$209K 0.57% 41
2022
Q4
$1.37M Buy
10,207
+264
+3% +$35.4K 0.77% 39
2022
Q3
$1.04M Buy
9,943
+675
+7% +$70.5K 0.7% 33
2022
Q2
$1.04M Buy
9,268
+287
+3% +$32.3K 0.59% 39
2022
Q1
$1.22M Buy
8,981
+4,139
+85% +$564K 0.59% 39
2021
Q4
$767K Buy
4,842
+159
+3% +$25.2K 0.34% 60
2021
Q3
$796K Buy
4,683
+12
+0.3% +$2.04K 0.38% 62
2021
Q2
$727K Sell
4,671
-300
-6% -$46.7K 0.38% 61
2021
Q1
$757K Buy
4,971
+24
+0.5% +$3.66K 0.44% 52
2020
Q4
$684K Sell
4,947
-121
-2% -$16.7K 0.4% 51
2020
Q3
$529K Sell
5,068
-4,559
-47% -$476K 0.33% 51
2020
Q2
$920K Sell
9,627
-5,016
-34% -$479K 0.63% 47
2020
Q1
$1.32M Buy
14,643
+1,940
+15% +$175K 1.28% 28
2019
Q4
$1.77M Buy
+12,703
New +$1.77M 1.57% 19