DSC
Duncker Streett & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
45,728
+744
| +2% | +$216K | 2.42% | 8 |
|
|
2025
Q1 | $11M | Buy |
44,984
+466
| +1% | +$114K | 2.19% | 12 |
|
|
2024
Q4 | $10.7M | Sell |
44,518
-98
| -0.2% | -$23.5K | 1.98% | 11 |
|
|
2024
Q3 | $9.41M | Sell |
44,616
-101
| -0.2% | -$21.3K | 1.72% | 12 |
|
|
2024
Q2 | $9.04M | Buy |
44,717
+14
| +0% | +$2.83K | 1.74% | 12 |
|
|
2024
Q1 | $8.95M | Sell |
44,703
-115
| -0.3% | -$23K | 1.77% | 11 |
|
|
2023
Q4 | $7.62M | Sell |
44,818
-12
| -0% | -$2.04K | 1.61% | 10 |
|
|
2023
Q3 | $6.5M | Sell |
44,830
-386
| -0.9% | -$56K | 1.51% | 12 |
|
|
2023
Q2 | $6.58M | Sell |
45,216
-308
| -0.7% | -$44.8K | 1.47% | 13 |
|
|
2023
Q1 | $5.93M | Sell |
45,524
-413
| -0.9% | -$53.8K | 1.41% | 14 |
|
|
2022
Q4 | $6.16M | Buy |
45,937
+10,010
| +28% | +$1.34M | 1.49% | 11 |
|
|
2022
Q3 | $3.75M | Sell |
35,927
-314
| -0.9% | -$32.8K | 0.97% | 29 |
|
|
2022
Q2 | $4.08M | Sell |
36,241
-192
| -0.5% | -$21.6K | 0.98% | 26 |
|
|
2022
Q1 | $4.97M | Sell |
36,433
-16,269
| -31% | -$2.22M | 0.99% | 22 |
|
|
2021
Q4 | $8.35M | Buy |
52,702
+470
| +0.9% | +$74.4K | 1.44% | 12 |
|
|
2021
Q3 | $8.55M | Sell |
52,232
-1,868
| -3% | -$306K | 1.62% | 8 |
|
|
2021
Q2 | $8.42M | Sell |
54,100
-3,704
| -6% | -$576K | 1.55% | 9 |
|
|
2021
Q1 | $8.8M | Buy |
57,804
+4,798
| +9% | +$730K | 1.68% | 7 |
|
|
2020
Q4 | $6.74M | Buy |
53,006
+2,357
| +5% | +$299K | 1.3% | 12 |
|
|
2020
Q3 | $4.88M | Buy |
50,649
+305
| +0.6% | +$29.4K | 1.06% | 22 |
|
|
2020
Q2 | $4.74M | Sell |
50,344
-3,488
| -6% | -$328K | 1.13% | 17 |
|
|
2020
Q1 | $4.85M | Sell |
53,832
-1,548
| -3% | -$139K | 1.29% | 12 |
|
|
2019
Q4 | $7.72M | Sell |
55,380
-347
| -0.6% | -$48.4K | 1.62% | 6 |
|
|
2019
Q3 | $6.56M | Buy |
55,727
+1,138
| +2% | +$134K | 1.53% | 7 |
|
|
2019
Q2 | $6.1M | Sell |
54,589
-581
| -1% | -$65K | 1.37% | 10 |
|
|
2019
Q1 | $5.59M | Buy |
55,170
+3,322
| +6% | +$336K | 1.29% | 9 |
|
|
2018
Q4 | $5.06M | Sell |
51,848
-1,405
| -3% | -$137K | 1.35% | 11 |
|
|
2018
Q3 | $6.01M | Buy |
53,253
+696
| +1% | +$78.5K | 1.36% | 9 |
|
|
2018
Q2 | $5.48M | Buy |
52,557
+1,539
| +3% | +$160K | 1.36% | 9 |
|
|
2018
Q1 | $5.61M | Buy |
51,018
+4,906
| +11% | +$539K | 1.42% | 8 |
|
|
2017
Q4 | $4.93M | Buy |
46,112
+2,848
| +7% | +$305K | 1.27% | 12 |
|
|
2017
Q3 | $4.13M | Sell |
43,264
-84
| -0.2% | -$8.02K | 1.25% | 11 |
|
|
2017
Q2 | $3.96M | Buy |
43,348
+1,079
| +3% | +$98.6K | 1.24% | 12 |
|
|
2017
Q1 | $3.71M | Buy |
42,269
+861
| +2% | +$75.6K | 1.16% | 12 |
|
|
2016
Q4 | $3.57M | Buy |
41,408
+855
| +2% | +$73.8K | 1.19% | 14 |
|
|
2016
Q3 | $2.7M | Buy |
40,553
+1,305
| +3% | +$86.9K | 0.94% | 28 |
|
|
2016
Q2 | $2.44M | Buy |
39,248
+686
| +2% | +$42.6K | 0.87% | 33 |
|
|
2016
Q1 | $2.28M | Buy |
38,562
+513
| +1% | +$30.4K | 0.85% | 35 |
|
|
2015
Q4 | $2.51M | Sell |
38,049
-788
| -2% | -$52K | 0.94% | 26 |
|
|
2015
Q3 | $2.37M | Sell |
38,837
-740
| -2% | -$45.1K | 0.92% | 27 |
|
|
2015
Q2 | $2.68M | Sell |
39,577
-1,289
| -3% | -$87.4K | 0.93% | 27 |
|
|
2015
Q1 | $2.48M | Buy |
40,866
+51
| +0.1% | +$3.09K | 0.81% | 33 |
|
|
2014
Q4 | $2.55M | Buy |
40,815
+161
| +0.4% | +$10.1K | 0.84% | 33 |
|
|
2014
Q3 | $2.45M | Buy |
40,654
+111
| +0.3% | +$6.69K | 0.83% | 28 |
|
|
2014
Q2 | $2.34M | Sell |
40,543
-590
| -1% | -$34K | 0.76% | 31 |
|
|
2014
Q1 | $2.5M | Buy |
41,133
+211
| +0.5% | +$12.8K | 0.88% | 24 |
|
|
2013
Q4 | $2.39M | Buy |
40,922
+12
| +0% | +$702 | 0.86% | 25 |
|
|
2013
Q3 | $2.11M | Sell |
40,910
-3,873
| -9% | -$200K | 0.86% | 29 |
|
|
2013
Q2 | $2.36M | Buy |
+44,783
| New | +$2.36M | 0.91% | 21 |
|