Dudley Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.2M Sell
24,831
-20
-0.1% -$5.8K 3.59% 4
2025
Q1
$6.1M Sell
24,851
-79
-0.3% -$19.4K 3.19% 6
2024
Q4
$5.98M Buy
24,930
+69
+0.3% +$16.5K 3.01% 7
2024
Q3
$5.24M Buy
24,861
+64
+0.3% +$13.5K 2.71% 8
2024
Q2
$5.02M Buy
24,797
+1,450
+6% +$293K 2.78% 8
2024
Q1
$4.64M Buy
23,347
+545
+2% +$108K 2.71% 8
2023
Q4
$3.88M Buy
22,802
+5
+0% +$850 2.47% 8
2023
Q3
$3.31M Sell
22,797
-892
-4% -$129K 2.32% 10
2023
Q2
$3.45M Sell
23,689
-320
-1% -$46.5K 2.32% 8
2023
Q1
$3.13M Sell
24,009
-10
-0% -$1.3K 2.13% 8
2022
Q4
$3.22M Buy
+24,019
New +$3.22M 2.25% 8