DA
Doliver Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Sell |
19,200
-1,446
| -7% | -$419K | 1.52% | 9 |
|
|
2025
Q1 | $5.06M | Sell |
20,646
-276
| -1% | -$67.7K | 1.42% | 9 |
|
|
2024
Q4 | $5.02M | Sell |
20,922
-2,640
| -11% | -$633K | 1.39% | 11 |
|
|
2024
Q3 | $4.97M | Sell |
23,562
-209
| -0.9% | -$44.1K | 1.36% | 11 |
|
|
2024
Q2 | $4.81M | Sell |
23,771
-882
| -4% | -$178K | 1.34% | 10 |
|
|
2024
Q1 | $4.94M | Sell |
24,653
-1,828
| -7% | -$366K | 1.39% | 9 |
|
|
2023
Q4 | $4.5M | Sell |
26,481
-1,014
| -4% | -$172K | 1.38% | 9 |
|
|
2023
Q3 | $3.99M | Sell |
27,495
-179
| -0.6% | -$26K | 1.2% | 9 |
|
|
2023
Q2 | $4.02M | Sell |
27,674
-260
| -0.9% | -$37.8K | 1.23% | 8 |
|
|
2023
Q1 | $3.64M | Buy |
27,934
+510
| +2% | +$66.5K | 1.14% | 8 |
|
|
2022
Q4 | $3.68M | Sell |
27,424
-654
| -2% | -$87.7K | 1.21% | 7 |
|
|
2022
Q3 | $2.93M | Sell |
28,078
-1,649
| -6% | -$172K | 1.08% | 10 |
|
|
2022
Q2 | $3.35M | Buy |
29,727
+4,555
| +18% | +$513K | 1.19% | 8 |
|
|
2022
Q1 | $3.43M | Buy |
25,172
+2,858
| +13% | +$390K | 1.08% | 9 |
|
|
2021
Q4 | $3.4M | Buy |
22,314
+2,526
| +13% | +$385K | 1.06% | 7 |
|
|
2021
Q3 | $3.24M | Buy |
19,788
+2,390
| +14% | +$391K | 1.09% | 10 |
|
|
2021
Q2 | $2.71M | Buy |
17,398
+4,936
| +40% | +$768K | 0.9% | 18 |
|
|
2021
Q1 | $1.9M | Buy |
12,462
+998
| +9% | +$152K | 0.71% | 26 |
|
|
2020
Q4 | $1.46M | Buy |
11,464
+1,305
| +13% | +$166K | 0.64% | 31 |
|
|
2020
Q3 | $978K | Buy |
10,159
+1,090
| +12% | +$105K | 0.5% | 36 |
|
|
2020
Q2 | $853K | Buy |
9,069
+1,509
| +20% | +$142K | 0.38% | 46 |
|
|
2020
Q1 | $715K | Buy |
7,560
+996
| +15% | +$94.2K | 0.35% | 42 |
|
|
2019
Q4 | $915K | Sell |
6,564
-11
| -0.2% | -$1.53K | 0.36% | 38 |
|
|
2019
Q3 | $789K | Buy |
6,575
+811
| +14% | +$97.3K | 0.32% | 41 |
|
|
2019
Q2 | $644K | Sell |
5,764
-124
| -2% | -$13.9K | 0.25% | 38 |
|
|
2019
Q1 | $596K | Buy |
5,888
+615
| +12% | +$62.3K | 0.24% | 43 |
|
|
2018
Q4 | $515K | Buy |
5,273
+108
| +2% | +$10.5K | 0.25% | 55 |
|
|
2018
Q3 | $583K | Buy |
5,165
+950
| +23% | +$107K | 0.24% | 56 |
|
|
2018
Q2 | $439K | Buy |
4,215
+590
| +16% | +$61.5K | 0.18% | 74 |
|
|
2018
Q1 | $399K | Sell |
3,625
-855
| -19% | -$94.1K | 0.17% | 103 |
|
|
2017
Q4 | $479K | Sell |
4,480
-1,445
| -24% | -$154K | 0.19% | 85 |
|
|
2017
Q3 | $566K | Buy |
5,925
+840
| +17% | +$80.2K | 0.25% | 94 |
|
|
2017
Q2 | $465K | Buy |
+5,085
| New | +$465K | 0.22% | 98 |
|