DWA
Dougherty Wealth Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
3,699
| – | – | 0.71% | 16 |
|
|
2025
Q1 | $907K | Hold |
3,699
| – | – | 0.67% | 15 |
|
|
2024
Q4 | $887K | Hold |
3,699
| – | – | 0.69% | 15 |
|
|
2024
Q3 | $780K | Sell |
3,699
-50
| -1% | -$10.5K | 0.62% | 16 |
|
|
2024
Q2 | $758K | Buy |
3,749
+75
| +2% | +$15.2K | 0.66% | 17 |
|
|
2024
Q1 | $736K | Hold |
3,674
| – | – | 0.65% | 15 |
|
|
2023
Q4 | $625K | Hold |
3,674
| – | – | 0.57% | 21 |
|
|
2023
Q3 | $533K | Hold |
3,674
| – | – | 0.62% | 18 |
|
|
2023
Q2 | $534K | Hold |
3,674
| – | – | 0.73% | 17 |
|
|
2023
Q1 | $479K | Hold |
3,674
| – | – | 0.72% | 17 |
|
|
2022
Q4 | $493K | Hold |
3,674
| – | – | 0.81% | 18 |
|
|
2022
Q3 | $384K | Hold |
3,674
| – | – | 0.76% | 16 |
|
|
2022
Q2 | $414K | Hold |
3,674
| – | – | 0.77% | 15 |
|
|
2022
Q1 | $501K | Hold |
3,674
| – | – | 0.76% | 15 |
|
|
2021
Q4 | $582K | Hold |
3,674
| – | – | 0.81% | 17 |
|
|
2021
Q3 | $601K | Hold |
3,674
| – | – | 0.89% | 15 |
|
|
2021
Q2 | $571K | Hold |
3,674
| – | – | 0.84% | 16 |
|
|
2021
Q1 | $559K | Hold |
3,674
| – | – | 0.84% | 15 |
|
|
2020
Q4 | $467K | Hold |
3,674
| – | – | 0.73% | 19 |
|
|
2020
Q3 | $354K | Sell |
3,674
-7
| -0.2% | -$674 | 1.22% | 23 |
|
|
2020
Q2 | $346K | Buy |
3,681
+7
| +0.2% | +$658 | 1.27% | 20 |
|
|
2020
Q1 | $331K | Hold |
3,674
| – | – | 1.32% | 18 |
|
|
2019
Q4 | $512K | Hold |
3,674
| – | – | 1.56% | 13 |
|
|
2019
Q3 | $432K | Sell |
3,674
-660
| -15% | -$77.6K | 1.42% | 14 |
|
|
2019
Q2 | $485K | Buy |
4,334
+660
| +18% | +$73.9K | 1.37% | 18 |
|
|
2019
Q1 | $372K | Sell |
3,674
-660
| -15% | -$66.8K | 1.26% | 17 |
|
|
2018
Q4 | $444K | Buy |
+4,334
| New | +$444K | 1.46% | 16 |
|