Dorchester Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.1M | Sell |
58,741
-560
| -0.9% | -$134K | 2.81% | 8 |
|
|
2024
Q3 | $12.5M | Buy |
59,301
+126
| +0.2% | +$26.6K | 2.28% | 12 |
|
|
2024
Q2 | $12M | Sell |
59,175
-3,090
| -5% | -$625K | 2.31% | 10 |
|
|
2024
Q1 | $12.5M | Sell |
62,265
-1,519
| -2% | -$304K | 2.24% | 9 |
|
|
2023
Q4 | $10.8M | Sell |
63,784
-1,105
| -2% | -$188K | 2.01% | 14 |
|
|
2023
Q3 | $9.41M | Buy |
64,889
+100
| +0.2% | +$14.5K | 1.9% | 16 |
|
|
2023
Q2 | $9.42M | Sell |
64,789
-430
| -0.7% | -$62.5K | 1.92% | 16 |
|
|
2023
Q1 | $8.5M | Buy |
65,219
+8,334
| +15% | +$1.09M | 1.75% | 20 |
|
|
2022
Q4 | $7.63M | Sell |
56,885
-8,218
| -13% | -$1.1M | 1.81% | 21 |
|
|
2022
Q3 | $6.8M | Buy |
65,103
+1,030
| +2% | +$108K | 1.5% | 21 |
|
|
2022
Q2 | $7.22M | Buy |
64,073
+7,122
| +13% | +$802K | 1.44% | 23 |
|
|
2022
Q1 | $9.7M | Buy |
56,951
+17,823
| +46% | +$3.04M | 1.55% | 19 |
|
|
2021
Q4 | $6.2M | Buy |
39,128
+1,190
| +3% | +$188K | 1.23% | 29 |
|
|
2021
Q3 | $6.21M | Sell |
37,938
-1,850
| -5% | -$303K | 1.53% | 24 |
|
|
2021
Q2 | $6.19M | Sell |
39,788
-690
| -2% | -$107K | 1.42% | 25 |
|
|
2021
Q1 | $6.16M | Buy |
40,478
+494
| +1% | +$75.2K | 1.53% | 23 |
|
|
2020
Q4 | $5.08M | Sell |
39,984
-2,294
| -5% | -$292K | 1.34% | 28 |
|
|
2020
Q3 | $4.07M | Buy |
42,278
+40
| +0.1% | +$3.85K | 1.26% | 33 |
|
|
2020
Q2 | $3.97M | Sell |
42,238
-272
| -0.6% | -$25.6K | 1.26% | 29 |
|
|
2020
Q1 | $3.83M | Buy |
42,510
+8,020
| +23% | +$722K | 1.42% | 25 |
|
|
2019
Q4 | $4.81M | Buy |
34,490
+727
| +2% | +$101K | 1.34% | 31 |
|
|
2019
Q3 | $3.97M | Sell |
33,763
-2,748
| -8% | -$323K | 1.17% | 33 |
|
|
2019
Q2 | $4.08M | Buy |
36,511
+31
| +0.1% | +$3.47K | 1.21% | 32 |
|
|
2019
Q1 | $3.69M | Sell |
36,480
-562
| -2% | -$56.9K | 1.13% | 30 |
|
|
2018
Q4 | $3.62M | Buy |
37,042
+6,003
| +19% | +$586K | 1.26% | 30 |
|
|
2018
Q3 | $3.5M | Buy |
31,039
+910
| +3% | +$103K | 1.09% | 33 |
|
|
2018
Q2 | $3.14M | Sell |
30,129
-305
| -1% | -$31.8K | 1.03% | 36 |
|
|
2018
Q1 | $3.35M | Sell |
30,434
-595
| -2% | -$65.4K | 1.13% | 33 |
|
|
2017
Q4 | $3.32M | Sell |
31,029
-615
| -2% | -$65.8K | 1.05% | 33 |
|
|
2017
Q3 | $3.02M | Sell |
31,644
-119
| -0.4% | -$11.4K | 0.97% | 35 |
|
|
2017
Q2 | $2.9M | Buy |
31,763
+269
| +0.9% | +$24.6K | 1% | 34 |
|
|
2017
Q1 | $2.77M | Sell |
31,494
-481
| -2% | -$42.2K | 0.96% | 34 |
|
|
2016
Q4 | $2.76M | Sell |
31,975
-1,840
| -5% | -$159K | 1.01% | 33 |
|
|
2016
Q3 | $2.25M | Buy |
33,815
+290
| +0.9% | +$19.3K | 0.84% | 37 |
|
|
2016
Q2 | $2.08M | Buy |
33,525
+1,195
| +4% | +$74.2K | 0.77% | 38 |
|
|
2016
Q1 | $1.92M | Buy |
32,330
+27,750
| +606% | +$1.64M | 0.72% | 39 |
|
|
2015
Q4 | $302K | Hold |
4,580
| – | – | 0.13% | 88 |
|
|
2015
Q3 | $373K | Buy |
4,580
+180
| +4% | +$14.7K | 0.14% | 86 |
|
|
2015
Q2 | $372K | Buy |
+4,400
| New | +$372K | 0.12% | 91 |
|