DMC
Drexel Morgan & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.4M | Buy |
163,589
+50,000
| +44% | +$14.5M | 8.42% | 2 |
|
|
2025
Q1 | $27.9M | Hold |
113,589
| – | – | 5.85% | 6 |
|
|
2024
Q4 | $27.2M | Hold |
113,589
| – | – | 5.62% | 6 |
|
|
2024
Q3 | $24M | Hold |
113,589
| – | – | 4.45% | 7 |
|
|
2024
Q2 | $23M | Hold |
113,589
| – | – | 4.92% | 7 |
|
|
2024
Q1 | $22.8M | Buy |
113,589
+125
| +0.1% | +$25K | 4.68% | 7 |
|
|
2023
Q4 | $19.3M | Buy |
113,464
+514
| +0.5% | +$87.4K | 4.46% | 7 |
|
|
2023
Q3 | $16.4M | Hold |
112,950
| – | – | 4.46% | 8 |
|
|
2023
Q2 | $16.4M | Hold |
112,950
| – | – | 4.26% | 8 |
|
|
2023
Q1 | $14.7M | Hold |
112,950
| – | – | 3.71% | 8 |
|
|
2022
Q4 | $15.1M | Hold |
112,950
| – | – | 3.11% | 10 |
|
|
2022
Q3 | $11.8M | Buy |
112,950
+100
| +0.1% | +$10.5K | 2.84% | 10 |
|
|
2022
Q2 | $12.7M | Buy |
112,850
+244
| +0.2% | +$27.5K | 3.49% | 7 |
|
|
2022
Q1 | $15.4M | Buy |
112,606
+1,000
| +0.9% | +$136K | 4.46% | 6 |
|
|
2021
Q4 | $17.7M | Hold |
111,606
| – | – | 5.11% | 5 |
|
|
2021
Q3 | $18.3M | Hold |
111,606
| – | – | 5.87% | 5 |
|
|
2021
Q2 | $17.4M | Hold |
111,606
| – | – | 5.12% | 5 |
|
|
2021
Q1 | $17M | Hold |
111,606
| – | – | 4.31% | 5 |
|
|
2020
Q4 | $14.2M | Hold |
111,606
| – | – | 3.88% | 5 |
|
|
2020
Q3 | $10.7M | Hold |
111,606
| – | – | 3.78% | 5 |
|
|
2020
Q2 | $10.5M | Sell |
111,606
-125,000
| -53% | -$11.8M | 3.97% | 5 |
|
|
2020
Q1 | $21.3M | Buy |
236,606
+225,000
| +1,939% | +$20.3M | 8.25% | 3 |
|
|
2019
Q4 | $1.62M | Buy |
11,606
+4,256
| +58% | +$593K | 1.21% | 31 |
|
|
2019
Q3 | $865K | Hold |
7,350
| – | – | 0.67% | 41 |
|
|
2019
Q2 | $822K | Buy |
7,350
+950
| +15% | +$106K | 0.63% | 41 |
|
|
2019
Q1 | $648K | Buy |
6,400
+3,400
| +113% | +$344K | 0.57% | 42 |
|
|
2018
Q4 | $293K | Hold |
3,000
| – | – | 0.29% | 68 |
|
|
2018
Q3 | $339K | Hold |
3,000
| – | – | 0.3% | 66 |
|
|
2018
Q2 | $313K | Hold |
3,000
| – | – | 0.31% | 68 |
|
|
2018
Q1 | $330K | Hold |
3,000
| – | – | 0.34% | 65 |
|
|
2017
Q4 | $321K | Hold |
3,000
| – | – | 0.31% | 71 |
|
|
2017
Q3 | $287K | Hold |
3,000
| – | – | 0.29% | 73 |
|
|
2017
Q2 | $274K | Hold |
3,000
| – | – | 0.28% | 72 |
|
|
2017
Q1 | $264K | Hold |
3,000
| – | – | 0.29% | 77 |
|
|
2016
Q4 | $259K | Hold |
3,000
| – | – | 0.31% | 73 |
|
|
2016
Q3 | $200K | Buy |
+3,000
| New | +$200K | 0.22% | 89 |
|
|
2015
Q3 | – | Sell |
-3,000
| Closed | -$203K | – | 87 |
|
|
2015
Q2 | $203K | Buy |
+3,000
| New | +$203K | 0.24% | 88 |
|
|
2013
Q4 | – | Sell |
-8,721
| Closed | -$450K | – | 87 |
|
|
2013
Q3 | $450K | Hold |
8,721
| – | – | 0.62% | 45 |
|
|
2013
Q2 | $461K | Buy |
+8,721
| New | +$461K | 0.76% | 39 |
|