DFG
Dupree Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Hold |
2,539
| – | – | 0.29% | 44 |
|
|
2025
Q1 | $623K | Hold |
2,539
| – | – | 0.25% | 45 |
|
|
2024
Q4 | $609K | Buy |
2,539
+136
| +6% | +$32.6K | 0.28% | 41 |
|
|
2024
Q3 | $507K | Buy |
2,403
+230
| +11% | +$48.5K | 0.2% | 49 |
|
|
2024
Q2 | $440K | Hold |
2,173
| – | – | 0.2% | 45 |
|
|
2024
Q1 | $435K | Hold |
2,173
| – | – | 0.19% | 39 |
|
|
2023
Q4 | $370K | Buy |
+2,173
| New | +$370K | 0.18% | 39 |
|