Dover Advisors’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 | $6.72M | Sell |
23,176
-3,315
| -13% | -$961K | 2.96% | 4 |
|
|
2025
Q1 | $6.5M | Buy |
26,491
+8,891
| +51% | +$2.18M | 2.83% | 4 |
|
|
2024
Q4 | $4.22M | Sell |
17,600
-41
| -0.2% | -$9.83K | 2.42% | 6 |
|
|
2024
Q3 | $3.72M | Buy |
17,641
+264
| +2% | +$55.7K | 2.11% | 8 |
|
|
2024
Q2 | $3.51M | Buy |
17,377
+700
| +4% | +$142K | 2.17% | 7 |
|
|
2024
Q1 | $3.34M | Buy |
16,677
+8,024
| +93% | +$1.61M | 2.29% | 6 |
|
|
2023
Q4 | $1.47M | Sell |
8,653
-3,499
| -29% | -$595K | 1.94% | 15 |
|
|
2023
Q3 | $1.76M | Buy |
12,152
+30
| +0.2% | +$4.35K | 1.78% | 14 |
|
|
2023
Q2 | $1.76M | Sell |
12,122
-1,947
| -14% | -$283K | 1.56% | 16 |
|
|
2023
Q1 | $1.83M | Buy |
14,069
+3,077
| +28% | +$401K | 1.76% | 13 |
|
|
2022
Q4 | $1.47M | Buy |
+10,992
| New | +$1.47M | 1.59% | 17 |
|