DIP
DT Investment Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
37,857
-1,805
| -5% | -$523K | 0.99% | 21 |
|
|
2025
Q1 | $9.73M | Sell |
39,662
-1,097
| -3% | -$269K | 0.94% | 24 |
|
|
2024
Q4 | $9.77M | Sell |
40,759
-1,911
| -4% | -$458K | 0.83% | 25 |
|
|
2024
Q3 | $9M | Buy |
42,670
+332
| +0.8% | +$70K | 0.73% | 27 |
|
|
2024
Q2 | $8.56M | Buy |
42,338
+906
| +2% | +$183K | 0.76% | 28 |
|
|
2024
Q1 | $8.3M | Sell |
41,432
-125
| -0.3% | -$25K | 0.84% | 25 |
|
|
2023
Q4 | $7.33M | Buy |
41,557
+513
| +1% | +$90.4K | 0.79% | 25 |
|
|
2023
Q3 | $5.95M | Sell |
41,044
-24
| -0.1% | -$3.48K | 0.72% | 28 |
|
|
2023
Q2 | $6.46M | Buy |
41,068
+81
| +0.2% | +$12.7K | 0.73% | 28 |
|
|
2023
Q1 | $5.79M | Buy |
40,987
+1,114
| +3% | +$157K | 0.7% | 27 |
|
|
2022
Q4 | $5.35M | Sell |
39,873
-460
| -1% | -$61.7K | 0.7% | 29 |
|
|
2022
Q3 | $4.21M | Sell |
40,333
-3,208
| -7% | -$335K | 0.69% | 29 |
|
|
2022
Q2 | $4.9M | Buy |
43,541
+1,924
| +5% | +$217K | 0.73% | 28 |
|
|
2022
Q1 | $5.67M | Buy |
41,617
+3,590
| +9% | +$489K | 0.73% | 27 |
|
|
2021
Q4 | $6.02M | Buy |
38,027
+4,336
| +13% | +$687K | 0.78% | 25 |
|
|
2021
Q3 | $5.52M | Buy |
33,691
+3,692
| +12% | +$604K | 0.74% | 28 |
|
|
2021
Q2 | $4.67M | Sell |
29,999
-5,702
| -16% | -$887K | 0.65% | 29 |
|
|
2021
Q1 | $5.44M | Sell |
35,701
-3,181
| -8% | -$484K | 0.78% | 28 |
|
|
2020
Q4 | $4.94M | Sell |
38,882
-321
| -0.8% | -$40.8K | 0.79% | 27 |
|
|
2020
Q3 | $3.77M | Hold |
39,203
| – | – | 0.54% | 29 |
|
|
2020
Q2 | $3.69M | Hold |
39,203
| – | – | 0.46% | 28 |
|
|
2020
Q1 | $3.53M | Sell |
39,203
-1,674
| -4% | -$151K | 0.57% | 24 |
|
|
2019
Q4 | $5.7M | Buy |
+40,877
| New | +$5.7M | 0.52% | 41 |
|
|
2019
Q3 | – | Sell |
-1,961
| Closed | -$219K | – | 76 |
|
|
2019
Q2 | $219K | Buy |
+1,961
| New | +$219K | 0.03% | 69 |
|
|
2019
Q1 | – | Sell |
-2,368
| Closed | -$231K | – | 74 |
|
|
2018
Q4 | $231K | Buy |
2,368
+215
| +10% | +$21K | 0.04% | 69 |
|
|
2018
Q3 | $243K | Sell |
2,153
-230
| -10% | -$26K | 0.03% | 69 |
|
|
2018
Q2 | $248K | Sell |
2,383
-2,104
| -47% | -$219K | 0.04% | 68 |
|
|
2018
Q1 | $493K | Buy |
4,487
+106
| +2% | +$11.6K | 0.08% | 65 |
|
|
2017
Q4 | $469K | Buy |
4,381
+886
| +25% | +$94.8K | 0.07% | 64 |
|
|
2017
Q3 | $334K | Buy |
3,495
+410
| +13% | +$39.2K | 0.06% | 70 |
|
|
2017
Q2 | $282K | Buy |
+3,085
| New | +$282K | 0.05% | 63 |
|
|
2015
Q3 | – | Sell |
-7,094
| Closed | -$481K | – | 87 |
|
|
2015
Q2 | $481K | Buy |
7,094
+3,025
| +74% | +$205K | 0.12% | 78 |
|
|
2015
Q1 | $247K | Hold |
4,069
| – | – | 0.07% | 52 |
|
|
2014
Q4 | $255K | Hold |
4,069
| – | – | 0.08% | 55 |
|
|
2014
Q3 | $245K | Sell |
4,069
-3,590
| -47% | -$216K | 0.08% | 76 |
|
|
2014
Q2 | $441K | Buy |
+7,659
| New | +$441K | 0.15% | 52 |
|