Dowling & Yahnke’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $9.53M | Sell |
91,188
-1,441
| -2% | -$165K | 0.44% | 48 |
|
|
2022
Q2 | $10.4M | Buy |
92,629
+3,116
| +3% | +$386K | 0.49% | 46 |
|
|
2022
Q1 | $12.2M | Sell |
89,513
-300
| -0.3% | -$44.3K | 0.53% | 43 |
|
|
2021
Q4 | $14.2M | Sell |
89,813
-100
| -0.1% | -$16.4K | 0.68% | 33 |
|
|
2021
Q3 | $14.7M | Sell |
89,913
-848
| -0.9% | -$133K | 0.81% | 28 |
|
|
2021
Q2 | $14.1M | Sell |
90,761
-401
| -0.4% | -$63K | 0.81% | 28 |
|
|
2021
Q1 | $13.9M | Sell |
91,162
-44
| -0% | -$6.33K | 0.95% | 24 |
|
|
2020
Q4 | $11.6M | Buy |
91,206
+90
| +0.1% | +$10.1K | 0.83% | 29 |
|
|
2020
Q3 | $8.77M | Sell |
91,116
-1,064
| -1% | -$104K | 0.7% | 37 |
|
|
2020
Q2 | $8.67M | Sell |
92,180
-2,840
| -3% | -$269K | 0.73% | 35 |
|
|
2020
Q1 | $8.55M | Sell |
95,020
-2,785
| -3% | -$338K | 0.82% | 28 |
|
|
2019
Q4 | $13.6M | Sell |
97,805
-2,200
| -2% | -$282K | 1.05% | 21 |
|
|
2019
Q3 | $11.8M | Sell |
100,005
-242
| -0.2% | -$27.4K | 0.97% | 21 |
|
|
2019
Q2 | $11.2M | Buy |
100,247
+974
| +1% | +$107K | 0.93% | 25 |
|
|
2019
Q1 | $10M | Buy |
99,273
+1,069
| +1% | +$110K | 0.97% | 25 |
|
|
2018
Q4 | $10.9M | Buy |
98,204
+1,571
| +2% | +$167K | 1.13% | 16 |
|
|
2018
Q3 | $10.9M | Sell |
96,633
-129
| -0.1% | -$14.6K | 0.95% | 23 |
|
|
2018
Q2 | $10.1M | Buy |
96,762
+96
| +0.1% | +$10.5K | 0.94% | 21 |
|
|
2018
Q1 | $10.6M | Sell |
96,666
-3,135
| -3% | -$355K | 1% | 19 |
|
|
2017
Q4 | $10.7M | Sell |
99,801
-453
| -0.5% | -$45.9K | 0.96% | 20 |
|
|
2017
Q3 | $9.57M | Sell |
100,254
-79
| -0.1% | -$7.29K | 0.97% | 21 |
|
|
2017
Q2 | $9.17M | Sell |
100,333
-189
| -0.2% | -$16.3K | 0.97% | 20 |
|
|
2017
Q1 | $8.83M | Sell |
100,522
-1,342
| -1% | -$118K | 0.94% | 25 |
|
|
2016
Q4 | $8.79M | Sell |
101,864
-1,650
| -2% | -$126K | 0.98% | 22 |
|
|
2016
Q3 | $6.89M | Buy |
103,514
+955
| +0.9% | +$62.3K | 0.81% | 30 |
|
|
2016
Q2 | $6.37M | Buy |
102,559
+1,192
| +1% | +$74.5K | 0.77% | 39 |
|
|
2016
Q1 | $6M | Buy |
101,367
+468
| +0.5% | +$27.3K | 0.74% | 40 |
|
|
2015
Q4 | $6.66M | Buy |
100,899
+768
| +0.8% | +$50K | 0.84% | 27 |
|
|
2015
Q3 | $6.11M | Buy |
100,131
+1,818
| +2% | +$119K | 0.83% | 30 |
|
|
2015
Q2 | $6.66M | Sell |
98,313
-1,353
| -1% | -$88.3K | 0.84% | 26 |
|
|
2015
Q1 | $6.04M | Buy |
99,666
+521
| +0.5% | +$30.9K | 0.75% | 34 |
|
|
2014
Q4 | $6.2M | Buy |
99,145
+1,327
| +1% | +$79.9K | 0.77% | 34 |
|
|
2014
Q3 | $5.89M | Buy |
97,818
+641
| +0.7% | +$37.5K | 0.78% | 31 |
|
|
2014
Q2 | $5.6M | Buy |
97,177
+296
| +0.3% | +$16.6K | 0.72% | 37 |
|
|
2014
Q1 | $5.88M | Buy |
96,881
+3,230
| +3% | +$187K | 0.77% | 32 |
|
|
2013
Q4 | $5.48M | Buy |
93,651
+9,992
| +12% | +$547K | 0.77% | 33 |
|
|
2013
Q3 | $4.32M | Buy |
83,659
+1,528
| +2% | +$82K | 0.68% | 44 |
|
|
2013
Q2 | $4.34M | Buy |
+82,131
| New | +$4.18M | 0.72% | 41 |
|
Other funds holding JPM
Dowling & Yahnke's JPM Position: Q3 2022 in Review
Dowling & Yahnke reduced its JPMorgan Chase (JPM) stake by 1.6% in Q3 2022, selling an estimated $165K and leaving 91,188 shares worth $9.53M. The position accounts for 0.44% of the portfolio, ranked #48.
Dowling & Yahnke first reported a position in JPM in Q2 2013 and has held it in 38 quarters since. The position peaked at $14.7M in Q3 2021. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.
- Dowling & Yahnke held 91,188 shares of JPMorgan Chase worth $9.53M as of Q3 2022.
- Dowling & Yahnke sold 1,441 JPMorgan Chase shares in Q3 2022, an estimated $165K.
- JPMorgan Chase made up 0.44% of Dowling & Yahnke's portfolio in Q3 2022, its #48 holding.
- Dowling & Yahnke first reported a position in JPMorgan Chase in Q2 2013 and has held it in 38 quarters since.
- Dowling & Yahnke's JPMorgan Chase position peaked at $14.7M in Q3 2021.
- 3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.
Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.