Dorsey & Whitney Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.6M | Sell |
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|
2025
Q2 | $37.1M | Sell |
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|
2025
Q1 | $31.8M | Buy |
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|
2024
Q4 | $30.7M | Buy |
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|
2024
Q3 | $26.8M | Buy |
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|
2024
Q2 | $18.9M | Buy |
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|
2024
Q1 | $18.2M | Buy |
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|
2023
Q4 | $15.3M | Buy |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $12M | Buy |
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|
2023
Q1 | $9.51M | Buy |
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|
2022
Q4 | $9.1M | Buy |
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|
2022
Q3 | $6.97M | Buy |
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|
2022
Q2 | $6.28M | Buy |
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|
2022
Q1 | $7.05M | Buy |
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|
2021
Q4 | $7.92M | Buy |
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|
2021
Q3 | $7.44M | Sell |
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|
2021
Q2 | $7.12M | Sell |
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|
2021
Q1 | $7.49M | Sell |
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|
2020
Q4 | $6.31M | Sell |
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|
2020
Q3 | $4.87M | Sell |
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|
2020
Q2 | $5.24M | Buy |
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|
2020
Q1 | $4.97M | Sell |
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|
2019
Q4 | $7.74M | Sell |
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|
2019
Q3 | $6.75M | Buy |
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|
2019
Q2 | $5.99M | Sell |
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|
2019
Q1 | $5.52M | Sell |
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|
2018
Q4 | $5.48M | Sell |
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|
2018
Q3 | $6.38M | Sell |
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|
2018
Q2 | $5.98M | Sell |
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|
2018
Q1 | $6.33M | Sell |
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|
2017
Q4 | $6.21M | Sell |
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|
2017
Q3 | $5.78M | Buy |
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|
2017
Q2 | $5.53M | Buy |
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|
2017
Q1 | $5.22M | Buy |
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|
2016
Q4 | $4.01M | Buy |
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|
2016
Q3 | $3.1M | Buy |
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|
2016
Q2 | $2.83M | Buy |
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|
2016
Q1 | $2.38M | Buy |
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|
2015
Q4 | $2.55M | Buy |
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|
2015
Q3 | $2.3M | Sell |
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|
2015
Q2 | $2.58M | Buy |
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|
2015
Q1 | $2.21M | Sell |
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|
2014
Q4 | $2.31M | Sell |
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|
2014
Q3 | $2.23M | Sell |
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|
2014
Q2 | $2.38M | Buy |
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|
2014
Q1 | $2.37M | Sell |
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|
2013
Q4 | $2.32M | Sell |
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|
2013
Q3 | $2.09M | Buy |
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|
2013
Q2 | $2.09M | Buy |
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