DY
Dowling & Yahnke’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $9.53M | Sell |
91,188
-1,441
| -2% | -$151K | 0.44% | 48 |
|
|
2022
Q2 | $10.4M | Buy |
92,629
+3,116
| +3% | +$351K | 0.49% | 46 |
|
|
2022
Q1 | $12.2M | Sell |
89,513
-300
| -0.3% | -$40.9K | 0.53% | 43 |
|
|
2021
Q4 | $14.2M | Sell |
89,813
-100
| -0.1% | -$15.8K | 0.68% | 33 |
|
|
2021
Q3 | $14.7M | Sell |
89,913
-848
| -0.9% | -$139K | 0.81% | 28 |
|
|
2021
Q2 | $14.1M | Sell |
90,761
-401
| -0.4% | -$62.4K | 0.81% | 28 |
|
|
2021
Q1 | $13.9M | Sell |
91,162
-44
| -0% | -$6.7K | 0.95% | 24 |
|
|
2020
Q4 | $11.6M | Buy |
91,206
+90
| +0.1% | +$11.4K | 0.83% | 29 |
|
|
2020
Q3 | $8.77M | Sell |
91,116
-1,064
| -1% | -$102K | 0.7% | 37 |
|
|
2020
Q2 | $8.67M | Sell |
92,180
-2,840
| -3% | -$267K | 0.73% | 35 |
|
|
2020
Q1 | $8.56M | Sell |
95,020
-2,785
| -3% | -$251K | 0.82% | 26 |
|
|
2019
Q4 | $13.6M | Sell |
97,805
-2,200
| -2% | -$307K | 1.05% | 21 |
|
|
2019
Q3 | $11.8M | Sell |
100,005
-242
| -0.2% | -$28.5K | 0.97% | 21 |
|
|
2019
Q2 | $11.2M | Buy |
100,247
+974
| +1% | +$109K | 0.93% | 25 |
|
|
2019
Q1 | $10M | Buy |
99,273
+1,069
| +1% | +$108K | 0.97% | 25 |
|
|
2018
Q4 | $10.9M | Buy |
98,204
+1,571
| +2% | +$175K | 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% | +$10K | 0.94% | 21 |
|
|
2018
Q1 | $10.6M | Sell |
96,666
-3,135
| -3% | -$345K | 1% | 19 |
|
|
2017
Q4 | $10.7M | Sell |
99,801
-453
| -0.5% | -$48.4K | 0.96% | 20 |
|
|
2017
Q3 | $9.58M | Sell |
100,254
-79
| -0.1% | -$7.55K | 0.97% | 21 |
|
|
2017
Q2 | $9.17M | Sell |
100,333
-189
| -0.2% | -$17.3K | 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% | -$142K | 0.98% | 22 |
|
|
2016
Q3 | $6.89M | Buy |
103,514
+955
| +0.9% | +$63.6K | 0.81% | 30 |
|
|
2016
Q2 | $6.37M | Buy |
102,559
+1,192
| +1% | +$74.1K | 0.77% | 39 |
|
|
2016
Q1 | $6M | Buy |
101,367
+468
| +0.5% | +$27.7K | 0.74% | 40 |
|
|
2015
Q4 | $6.66M | Buy |
100,899
+768
| +0.8% | +$50.7K | 0.84% | 27 |
|
|
2015
Q3 | $6.11M | Buy |
100,131
+1,818
| +2% | +$111K | 0.83% | 30 |
|
|
2015
Q2 | $6.66M | Sell |
98,313
-1,353
| -1% | -$91.7K | 0.84% | 26 |
|
|
2015
Q1 | $6.04M | Buy |
99,666
+521
| +0.5% | +$31.6K | 0.75% | 34 |
|
|
2014
Q4 | $6.2M | Buy |
99,145
+1,327
| +1% | +$83K | 0.77% | 34 |
|
|
2014
Q3 | $5.89M | Buy |
97,818
+641
| +0.7% | +$38.6K | 0.78% | 31 |
|
|
2014
Q2 | $5.6M | Buy |
97,177
+296
| +0.3% | +$17.1K | 0.72% | 37 |
|
|
2014
Q1 | $5.88M | Buy |
96,881
+3,230
| +3% | +$196K | 0.77% | 32 |
|
|
2013
Q4 | $5.48M | Buy |
93,651
+9,992
| +12% | +$584K | 0.77% | 33 |
|
|
2013
Q3 | $4.32M | Buy |
83,659
+1,528
| +2% | +$79K | 0.68% | 44 |
|
|
2013
Q2 | $4.34M | Buy |
+82,131
| New | +$4.34M | 0.72% | 41 |
|