Duff & Phelps Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,635
| Closed | -$1.34M | – | 193 |
|
|
2024
Q2 | $1.34M | Sell |
6,635
-26,721
| -80% | -$5.4M | 0.02% | 145 |
|
|
2024
Q1 | $6.68M | Buy |
33,356
+1,134
| +4% | +$227K | 0.08% | 133 |
|
|
2023
Q4 | $5.48M | Buy |
32,222
+100
| +0.3% | +$17K | 0.07% | 132 |
|
|
2023
Q3 | $4.66M | Buy |
32,122
+7
| +0% | +$1.02K | 0.06% | 139 |
|
|
2023
Q2 | $4.67M | Buy |
32,115
+150
| +0.5% | +$21.8K | 0.06% | 139 |
|
|
2023
Q1 | $4.17M | Buy |
31,965
+300
| +0.9% | +$39.1K | 0.05% | 142 |
|
|
2022
Q4 | $4.25M | Hold |
31,665
| – | – | 0.05% | 140 |
|
|
2022
Q3 | $3.31M | Hold |
31,665
| – | – | 0.04% | 144 |
|
|
2022
Q2 | $3.57M | Buy |
31,665
+170
| +0.5% | +$19.1K | 0.04% | 119 |
|
|
2022
Q1 | $4.29M | Sell |
31,495
-700
| -2% | -$95.4K | 0.05% | 117 |
|
|
2021
Q4 | $5.1M | Buy |
32,195
+155
| +0.5% | +$24.5K | 0.06% | 116 |
|
|
2021
Q3 | $5.25M | Sell |
32,040
-775
| -2% | -$127K | 0.07% | 116 |
|
|
2021
Q2 | $5.1M | Sell |
32,815
-2,780
| -8% | -$432K | 0.07% | 119 |
|
|
2021
Q1 | $5.42M | Hold |
35,595
| – | – | 0.07% | 120 |
|
|
2020
Q4 | $4.52M | Sell |
35,595
-1,100
| -3% | -$140K | 0.07% | 120 |
|
|
2020
Q3 | $3.53M | Hold |
36,695
| – | – | 0.05% | 123 |
|
|
2020
Q2 | $3.45M | Buy |
36,695
+800
| +2% | +$75.3K | 0.05% | 121 |
|
|
2020
Q1 | $3.23M | Buy |
35,895
+200
| +0.6% | +$18K | 0.06% | 113 |
|
|
2019
Q4 | $4.98M | Buy |
35,695
+500
| +1% | +$69.7K | 0.07% | 122 |
|
|
2019
Q3 | $4.14M | Sell |
35,195
-370
| -1% | -$43.5K | 0.06% | 123 |
|
|
2019
Q2 | $3.98M | Hold |
35,565
| – | – | 0.06% | 127 |
|
|
2019
Q1 | $3.6M | Hold |
35,565
| – | – | 0.05% | 143 |
|
|
2018
Q4 | $3.47M | Hold |
35,565
| – | – | 0.06% | 142 |
|
|
2018
Q3 | $4.01M | Sell |
35,565
-1,110
| -3% | -$125K | 0.06% | 143 |
|
|
2018
Q2 | $3.82M | Sell |
36,675
-910
| -2% | -$94.8K | 0.06% | 148 |
|
|
2018
Q1 | $4.13M | Sell |
37,585
-680
| -2% | -$74.8K | 0.06% | 142 |
|
|
2017
Q4 | $4.09M | Sell |
38,265
-1,450
| -4% | -$155K | 0.06% | 154 |
|
|
2017
Q3 | $3.79M | Sell |
39,715
-790
| -2% | -$75.4K | 0.05% | 159 |
|
|
2017
Q2 | $3.7M | Sell |
40,505
-2,760
| -6% | -$252K | 0.05% | 159 |
|
|
2017
Q1 | $3.8M | Sell |
43,265
-1,650
| -4% | -$145K | 0.05% | 163 |
|
|
2016
Q4 | $3.88M | Sell |
44,915
-1,640
| -4% | -$142K | 0.06% | 157 |
|
|
2016
Q3 | $3.1M | Sell |
46,555
-990
| -2% | -$65.9K | 0.04% | 160 |
|
|
2016
Q2 | $2.95M | Sell |
47,545
-1,400
| -3% | -$87K | 0.04% | 143 |
|
|
2016
Q1 | $2.9M | Sell |
48,945
-12,005
| -20% | -$711K | 0.05% | 139 |
|
|
2015
Q4 | $4.03M | Sell |
60,950
-2,920
| -5% | -$193K | 0.07% | 133 |
|
|
2015
Q3 | $3.89M | Sell |
63,870
-3,260
| -5% | -$199K | 0.06% | 134 |
|
|
2015
Q2 | $4.55M | Hold |
67,130
| – | – | 0.07% | 135 |
|
|
2015
Q1 | $4.07M | Sell |
67,130
-3,680
| -5% | -$223K | 0.06% | 133 |
|
|
2014
Q4 | $4.43M | Sell |
70,810
-4,330
| -6% | -$271K | 0.06% | 135 |
|
|
2014
Q3 | $4.53M | Sell |
75,140
-3,980
| -5% | -$240K | 0.06% | 132 |
|
|
2014
Q2 | $4.56M | Buy |
79,120
+830
| +1% | +$47.8K | 0.07% | 118 |
|
|
2014
Q1 | $4.75M | Buy |
78,290
+380
| +0.5% | +$23.1K | 0.08% | 115 |
|
|
2013
Q4 | $4.56M | Sell |
77,910
-126,715
| -62% | -$7.41M | 0.08% | 120 |
|
|
2013
Q3 | $10.6M | Sell |
204,625
-250
| -0.1% | -$12.9K | 0.18% | 108 |
|
|
2013
Q2 | $10.8M | Buy |
+204,875
| New | +$10.8M | 0.19% | 101 |
|