DBIA
Dumont & Blake Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Sell |
15,415
-15
| -0.1% | -$4.35K | 1.17% | 16 |
|
|
2025
Q1 | $3.78M | Sell |
15,430
-1
| -0% | -$245 | 1.06% | 17 |
|
|
2024
Q4 | $3.7M | Sell |
15,431
-2,373
| -13% | -$569K | 0.99% | 19 |
|
|
2024
Q3 | $3.75M | Sell |
17,804
-17,892
| -50% | -$3.77M | 1% | 17 |
|
|
2024
Q2 | $7.22M | Buy |
35,696
+17,817
| +100% | +$3.6M | 1.02% | 16 |
|
|
2024
Q1 | $3.58M | Sell |
17,879
-2
| -0% | -$401 | 1.03% | 16 |
|
|
2023
Q4 | $3.04M | Sell |
17,881
-1,195
| -6% | -$203K | 0.94% | 19 |
|
|
2023
Q3 | $2.77M | Sell |
19,076
-47
| -0.2% | -$6.82K | 0.94% | 20 |
|
|
2023
Q2 | $2.78M | Sell |
19,123
-991
| -5% | -$144K | 0.9% | 18 |
|
|
2023
Q1 | $2.62M | Sell |
20,114
-150
| -0.7% | -$19.5K | 0.89% | 21 |
|
|
2022
Q4 | $2.72M | Sell |
20,264
-124
| -0.6% | -$16.6K | 0.96% | 19 |
|
|
2022
Q3 | $2.13M | Buy |
20,388
+661
| +3% | +$69.1K | 0.8% | 30 |
|
|
2022
Q2 | $2.22M | Buy |
19,727
+141
| +0.7% | +$15.9K | 0.73% | 36 |
|
|
2022
Q1 | $2.67M | Buy |
19,586
+82
| +0.4% | +$11.2K | 0.73% | 31 |
|
|
2021
Q4 | $3.09M | Sell |
19,504
-148
| -0.8% | -$23.4K | 0.8% | 28 |
|
|
2021
Q3 | $3.22M | Sell |
19,652
-150
| -0.8% | -$24.6K | 0.92% | 24 |
|
|
2021
Q2 | $3.08M | Buy |
19,802
+89
| +0.5% | +$13.8K | 0.88% | 25 |
|
|
2021
Q1 | $3M | Buy |
19,713
+137
| +0.7% | +$20.9K | 0.92% | 23 |
|
|
2020
Q4 | $2.49M | Sell |
19,576
-694
| -3% | -$88.2K | 0.85% | 27 |
|
|
2020
Q3 | $1.95M | Buy |
20,270
+214
| +1% | +$20.6K | 0.74% | 33 |
|
|
2020
Q2 | $1.89M | Buy |
20,056
+125
| +0.6% | +$11.8K | 0.79% | 34 |
|
|
2020
Q1 | $1.79M | Sell |
19,931
-12
| -0.1% | -$1.08K | 0.92% | 28 |
|
|
2019
Q4 | $2.78M | Sell |
19,943
-3,422
| -15% | -$477K | 1.09% | 20 |
|
|
2019
Q3 | $2.75M | Sell |
23,365
-251
| -1% | -$29.5K | 1.16% | 19 |
|
|
2019
Q2 | $2.64M | Buy |
23,616
+150
| +0.6% | +$16.8K | 1.1% | 21 |
|
|
2019
Q1 | $2.38M | Buy |
23,466
+345
| +1% | +$34.9K | 1.01% | 22 |
|
|
2018
Q4 | $2.26M | Sell |
23,121
-1,295
| -5% | -$126K | 1.06% | 20 |
|
|
2018
Q3 | $2.76M | Buy |
24,416
+530
| +2% | +$59.8K | 1.07% | 20 |
|
|
2018
Q2 | $2.49M | Sell |
23,886
-3,045
| -11% | -$317K | 1.04% | 21 |
|
|
2018
Q1 | $2.96M | Sell |
26,931
-110
| -0.4% | -$12.1K | 1.26% | 15 |
|
|
2017
Q4 | $2.89M | Sell |
27,041
-1,210
| -4% | -$129K | 1.17% | 16 |
|
|
2017
Q3 | $2.7M | Sell |
28,251
-5,924
| -17% | -$566K | 1.16% | 18 |
|
|
2017
Q2 | $3.12M | Sell |
34,175
-130
| -0.4% | -$11.9K | 1.38% | 14 |
|
|
2017
Q1 | $3.01M | Buy |
34,305
+140
| +0.4% | +$12.3K | 1.36% | 16 |
|
|
2016
Q4 | $2.95M | Sell |
34,165
-210
| -0.6% | -$18.1K | 1.38% | 15 |
|
|
2016
Q3 | $2.29M | Hold |
34,375
| – | – | 1.12% | 20 |
|
|
2016
Q2 | $2.14M | Sell |
34,375
-740
| -2% | -$46K | 1.07% | 21 |
|
|
2016
Q1 | $2.08M | Sell |
35,115
-815
| -2% | -$48.3K | 1.08% | 22 |
|
|
2015
Q4 | $2.37M | Hold |
35,930
| – | – | 1.21% | 18 |
|
|
2015
Q3 | $2.19M | Sell |
35,930
-450
| -1% | -$27.4K | 1.18% | 20 |
|
|
2015
Q2 | $2.47M | Buy |
36,380
+200
| +0.6% | +$13.6K | 1.2% | 19 |
|
|
2015
Q1 | $2.19M | Buy |
36,180
+465
| +1% | +$28.2K | 1.06% | 23 |
|
|
2014
Q4 | $2.24M | Sell |
35,715
-225
| -0.6% | -$14.1K | 1.11% | 21 |
|
|
2014
Q3 | $2.17M | Sell |
35,940
-100
| -0.3% | -$6.02K | 1.12% | 21 |
|
|
2014
Q2 | $2.08M | Sell |
36,040
-125
| -0.3% | -$7.2K | 1.04% | 26 |
|
|
2014
Q1 | $2.2M | Sell |
36,165
-1,100
| -3% | -$66.8K | 1.14% | 20 |
|
|
2013
Q4 | $2.18M | Sell |
37,265
-3,757
| -9% | -$220K | 1.12% | 19 |
|
|
2013
Q3 | $2.12M | Buy |
41,022
+305
| +0.7% | +$15.8K | 1.01% | 26 |
|
|
2013
Q2 | $2.15M | Buy |
+40,717
| New | +$2.15M | 1.29% | 16 |
|