DT Investment Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
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|
2025
Q1 | $9.73M | Sell |
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|
2024
Q4 | $9.77M | Sell |
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|
2024
Q3 | $9M | Buy |
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|
2024
Q2 | $8.56M | Buy |
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|
2024
Q1 | $8.3M | Sell |
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|
2023
Q4 | $7.33M | Buy |
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|
2023
Q3 | $5.95M | Sell |
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|
2023
Q2 | $6.46M | Buy |
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|
2023
Q1 | $5.79M | Buy |
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|
2022
Q4 | $5.35M | Sell |
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|
2022
Q3 | $4.21M | Sell |
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|
2022
Q2 | $4.9M | Buy |
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|
2022
Q1 | $5.67M | Buy |
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|
2021
Q4 | $6.02M | Buy |
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|
2021
Q3 | $5.51M | Buy |
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|
2021
Q2 | $4.67M | Sell |
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|
2021
Q1 | $5.43M | Sell |
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|
2020
Q4 | $4.94M | Sell |
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|
2020
Q3 | $3.77M | Hold |
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|
2020
Q2 | $3.69M | Hold |
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|
2020
Q1 | $3.53M | Sell |
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|
2019
Q4 | $5.7M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $219K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $231K | Buy |
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|
2018
Q3 | $243K | Sell |
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|
2018
Q2 | $248K | Sell |
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|
2018
Q1 | $493K | Buy |
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|
2017
Q4 | $469K | Buy |
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|
2017
Q3 | $334K | Buy |
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|
2017
Q2 | $282K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $481K | Buy |
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|
2015
Q1 | $247K | Hold |
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|
2014
Q4 | $255K | Hold |
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|
2014
Q3 | $245K | Sell |
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|
2014
Q2 | $441K | Buy |
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