Dunhill Financial’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 | $374K | Buy |
1,332
+708
| +113% | +$199K | 0.11% | 72 |
|
|
2025
Q1 | $153K | Sell |
624
-111
| -15% | -$27.2K | 0.07% | 113 |
|
|
2024
Q4 | $176K | Buy |
735
+138
| +23% | +$33.1K | 0.08% | 100 |
|
|
2024
Q3 | $126K | Sell |
597
-123
| -17% | -$25.9K | 0.06% | 105 |
|
|
2024
Q2 | $146K | Buy |
720
+57
| +9% | +$11.5K | 0.09% | 90 |
|
|
2024
Q1 | $133K | Buy |
663
+41
| +7% | +$8.21K | 0.1% | 65 |
|
|
2023
Q4 | $106K | Sell |
622
-431
| -41% | -$73.3K | 0.1% | 63 |
|
|
2023
Q3 | $153K | Hold |
1,053
| – | – | 0.1% | 62 |
|
|
2023
Q2 | $155K | Buy |
+1,053
| New | +$155K | 0.1% | 69 |
|