Dorsey & Whitney Trust’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 | $37.1M | Sell |
128,053
-1,387
| -1% | -$402K | 1.96% | 10 |
|
|
2025
Q1 | $31.8M | Buy |
129,440
+1,523
| +1% | +$374K | 1.83% | 9 |
|
|
2024
Q4 | $30.7M | Buy |
127,917
+937
| +0.7% | +$225K | 1.69% | 10 |
|
|
2024
Q3 | $26.8M | Buy |
126,980
+33,626
| +36% | +$7.09M | 1.42% | 11 |
|
|
2024
Q2 | $18.9M | Buy |
93,354
+2,565
| +3% | +$519K | 1.31% | 11 |
|
|
2024
Q1 | $18.2M | Buy |
90,789
+704
| +0.8% | +$141K | 1.24% | 15 |
|
|
2023
Q4 | $15.3M | Buy |
90,085
+6,180
| +7% | +$1.05M | 1.18% | 16 |
|
|
2023
Q3 | $12.2M | Buy |
83,905
+1,085
| +1% | +$157K | 1.06% | 20 |
|
|
2023
Q2 | $12M | Buy |
82,820
+9,831
| +13% | +$1.43M | 0.99% | 23 |
|
|
2023
Q1 | $9.51M | Buy |
72,989
+5,161
| +8% | +$673K | 0.87% | 30 |
|
|
2022
Q4 | $9.1M | Buy |
67,828
+1,151
| +2% | +$154K | 0.89% | 26 |
|
|
2022
Q3 | $6.97M | Buy |
66,677
+10,925
| +20% | +$1.14M | 0.73% | 34 |
|
|
2022
Q2 | $6.28M | Buy |
55,752
+4,047
| +8% | +$456K | 0.64% | 42 |
|
|
2022
Q1 | $7.05M | Buy |
51,705
+1,727
| +3% | +$235K | 0.62% | 46 |
|
|
2021
Q4 | $7.92M | Buy |
49,978
+4,550
| +10% | +$721K | 0.66% | 42 |
|
|
2021
Q3 | $7.44M | Sell |
45,428
-333
| -0.7% | -$54.5K | 0.69% | 38 |
|
|
2021
Q2 | $7.12M | Sell |
45,761
-3,431
| -7% | -$534K | 0.68% | 40 |
|
|
2021
Q1 | $7.49M | Sell |
49,192
-477
| -1% | -$72.6K | 0.75% | 33 |
|
|
2020
Q4 | $6.31M | Sell |
49,669
-901
| -2% | -$115K | 0.73% | 37 |
|
|
2020
Q3 | $4.87M | Sell |
50,570
-5,116
| -9% | -$492K | 0.65% | 40 |
|
|
2020
Q2 | $5.24M | Buy |
55,686
+514
| +0.9% | +$48.3K | 0.73% | 36 |
|
|
2020
Q1 | $4.97M | Sell |
55,172
-304
| -0.5% | -$27.4K | 0.84% | 30 |
|
|
2019
Q4 | $7.74M | Sell |
55,476
-1,913
| -3% | -$267K | 1.03% | 23 |
|
|
2019
Q3 | $6.75M | Buy |
57,389
+3,848
| +7% | +$453K | 0.99% | 25 |
|
|
2019
Q2 | $5.99M | Sell |
53,541
-955
| -2% | -$107K | 0.92% | 27 |
|
|
2019
Q1 | $5.52M | Sell |
54,496
-1,689
| -3% | -$171K | 0.86% | 34 |
|
|
2018
Q4 | $5.48M | Sell |
56,185
-414
| -0.7% | -$40.4K | 0.97% | 28 |
|
|
2018
Q3 | $6.39M | Sell |
56,599
-832
| -1% | -$93.9K | 0.99% | 29 |
|
|
2018
Q2 | $5.98M | Sell |
57,431
-66
| -0.1% | -$6.88K | 1.04% | 26 |
|
|
2018
Q1 | $6.33M | Sell |
57,497
-526
| -0.9% | -$57.9K | 1.16% | 23 |
|
|
2017
Q4 | $6.21M | Sell |
58,023
-2,534
| -4% | -$271K | 1.15% | 28 |
|
|
2017
Q3 | $5.78M | Buy |
60,557
+95
| +0.2% | +$9.07K | 1.15% | 27 |
|
|
2017
Q2 | $5.53M | Buy |
60,462
+1,028
| +2% | +$94K | 1.1% | 30 |
|
|
2017
Q1 | $5.22M | Buy |
59,434
+12,901
| +28% | +$1.13M | 1.06% | 32 |
|
|
2016
Q4 | $4.01M | Buy |
46,533
+44
| +0.1% | +$3.8K | 0.91% | 38 |
|
|
2016
Q3 | $3.1M | Buy |
46,489
+873
| +2% | +$58.1K | 0.71% | 43 |
|
|
2016
Q2 | $2.84M | Buy |
45,616
+5,476
| +14% | +$340K | 0.65% | 47 |
|
|
2016
Q1 | $2.38M | Buy |
40,140
+1,475
| +4% | +$87.3K | 0.6% | 46 |
|
|
2015
Q4 | $2.55M | Buy |
38,665
+980
| +3% | +$64.7K | 0.67% | 45 |
|
|
2015
Q3 | $2.3M | Sell |
37,685
-321
| -0.8% | -$19.6K | 0.64% | 47 |
|
|
2015
Q2 | $2.58M | Buy |
38,006
+1,551
| +4% | +$105K | 0.66% | 44 |
|
|
2015
Q1 | $2.21M | Sell |
36,455
-416
| -1% | -$25.2K | 0.56% | 49 |
|
|
2014
Q4 | $2.31M | Sell |
36,871
-100
| -0.3% | -$6.26K | 0.59% | 49 |
|
|
2014
Q3 | $2.23M | Sell |
36,971
-4,308
| -10% | -$259K | 0.6% | 46 |
|
|
2014
Q2 | $2.38M | Buy |
41,279
+2,280
| +6% | +$131K | 0.52% | 48 |
|
|
2014
Q1 | $2.37M | Sell |
38,999
-705
| -2% | -$42.8K | 0.54% | 47 |
|
|
2013
Q4 | $2.32M | Sell |
39,704
-685
| -2% | -$40.1K | 0.63% | 47 |
|
|
2013
Q3 | $2.09M | Buy |
40,389
+746
| +2% | +$38.6K | 0.62% | 47 |
|
|
2013
Q2 | $2.09M | Buy |
+39,643
| New | +$2.09M | 0.69% | 43 |
|