DLA
Douglas Lane & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203M | Sell |
701,037
-45,768
| -6% | -$13.3M | 2.95% | 2 |
|
|
2025
Q1 | $183M | Sell |
746,805
-17,207
| -2% | -$4.22M | 2.7% | 2 |
|
|
2024
Q4 | $183M | Sell |
764,012
-27,933
| -4% | -$6.7M | 2.58% | 2 |
|
|
2024
Q3 | $167M | Sell |
791,945
-36,681
| -4% | -$7.73M | 2.3% | 4 |
|
|
2024
Q2 | $168M | Sell |
828,626
-25,629
| -3% | -$5.18M | 2.38% | 5 |
|
|
2024
Q1 | $171M | Sell |
854,255
-19,499
| -2% | -$3.91M | 2.42% | 4 |
|
|
2023
Q4 | $149M | Sell |
873,754
-35,348
| -4% | -$6.01M | 2.29% | 4 |
|
|
2023
Q3 | $132M | Sell |
909,102
-14,209
| -2% | -$2.06M | 2.21% | 5 |
|
|
2023
Q2 | $134M | Sell |
923,311
-12,954
| -1% | -$1.88M | 2.17% | 4 |
|
|
2023
Q1 | $122M | Sell |
936,265
-16,104
| -2% | -$2.1M | 2.03% | 4 |
|
|
2022
Q4 | $128M | Sell |
952,369
-7,568
| -0.8% | -$1.01M | 2.13% | 3 |
|
|
2022
Q3 | $100M | Buy |
959,937
+14,824
| +2% | +$1.55M | 1.85% | 7 |
|
|
2022
Q2 | $106M | Buy |
945,113
+19,208
| +2% | +$2.16M | 1.81% | 7 |
|
|
2022
Q1 | $126M | Buy |
925,905
+8,380
| +0.9% | +$1.14M | 1.78% | 10 |
|
|
2021
Q4 | $145M | Sell |
917,525
-3,692
| -0.4% | -$585K | 1.93% | 9 |
|
|
2021
Q3 | $151M | Sell |
921,217
-2,573
| -0.3% | -$421K | 2.16% | 6 |
|
|
2021
Q2 | $144M | Sell |
923,790
-4,539
| -0.5% | -$706K | 2.01% | 7 |
|
|
2021
Q1 | $141M | Sell |
928,329
-5,338
| -0.6% | -$813K | 2.19% | 4 |
|
|
2020
Q4 | $119M | Buy |
933,667
+6,698
| +0.7% | +$851K | 1.99% | 6 |
|
|
2020
Q3 | $89.2M | Buy |
926,969
+37,357
| +4% | +$3.6M | 1.77% | 15 |
|
|
2020
Q2 | $83.7M | Buy |
889,612
+18,289
| +2% | +$1.72M | 1.8% | 15 |
|
|
2020
Q1 | $78.4M | Sell |
871,323
-62
| -0% | -$5.58K | 2.06% | 10 |
|
|
2019
Q4 | $121M | Sell |
871,385
-3,274
| -0.4% | -$456K | 2.26% | 4 |
|
|
2019
Q3 | $103M | Buy |
874,659
+4,552
| +0.5% | +$536K | 2.05% | 6 |
|
|
2019
Q2 | $97.3M | Buy |
870,107
+6,383
| +0.7% | +$714K | 1.89% | 9 |
|
|
2019
Q1 | $87.4M | Buy |
863,724
+21,251
| +3% | +$2.15M | 1.81% | 11 |
|
|
2018
Q4 | $82.2M | Buy |
842,473
+31,042
| +4% | +$3.03M | 1.94% | 9 |
|
|
2018
Q3 | $91.6M | Buy |
811,431
+14,622
| +2% | +$1.65M | 1.8% | 10 |
|
|
2018
Q2 | $83M | Buy |
796,809
+25,011
| +3% | +$2.61M | 1.76% | 11 |
|
|
2018
Q1 | $84.9M | Buy |
771,798
+11,492
| +2% | +$1.26M | 1.85% | 10 |
|
|
2017
Q4 | $81.3M | Buy |
760,306
+54,121
| +8% | +$5.79M | 1.72% | 9 |
|
|
2017
Q3 | $67.4M | Buy |
706,185
+74,694
| +12% | +$7.13M | 1.55% | 20 |
|
|
2017
Q2 | $57.7M | Buy |
631,491
+127,798
| +25% | +$11.7M | 1.36% | 27 |
|
|
2017
Q1 | $44.2M | Sell |
503,693
-5,006
| -1% | -$440K | 1.1% | 34 |
|
|
2016
Q4 | $43.9M | Buy |
508,699
+3,906
| +0.8% | +$337K | 1.12% | 38 |
|
|
2016
Q3 | $33.6M | Buy |
504,793
+71,008
| +16% | +$4.73M | 0.9% | 48 |
|
|
2016
Q2 | $27M | Buy |
433,785
+9,861
| +2% | +$613K | 0.77% | 54 |
|
|
2016
Q1 | $25.1M | Buy |
+423,924
| New | +$25.1M | 0.69% | 57 |
|