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 |
|