Dynamic Technology Lab’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
+1,819
| New | +$527K | 0.07% | 482 |
|
|
2024
Q4 | – | Sell |
-7,425
| Closed | -$1.57M | – | 1151 |
|
|
2024
Q3 | $1.57M | Buy |
+7,425
| New | +$1.57M | 0.17% | 183 |
|
|
2023
Q2 | – | Sell |
-29,823
| Closed | -$3.89M | – | 1210 |
|
|
2023
Q1 | $3.89M | Buy |
+29,823
| New | +$3.89M | 0.36% | 32 |
|
|
2022
Q3 | – | Sell |
-5,798
| Closed | -$653K | – | 1329 |
|
|
2022
Q2 | $653K | Buy |
+5,798
| New | +$653K | 0.07% | 472 |
|
|
2022
Q1 | – | Sell |
-22,265
| Closed | -$3.53M | – | 1297 |
|
|
2021
Q4 | $3.53M | Buy |
+22,265
| New | +$3.53M | 0.39% | 17 |
|
|
2021
Q2 | – | Sell |
-2,905
| Closed | -$442K | – | 1321 |
|
|
2021
Q1 | $442K | Buy |
+2,905
| New | +$442K | 0.05% | 621 |
|
|
2020
Q3 | – | Sell |
-26,280
| Closed | -$2.47M | – | 1167 |
|
|
2020
Q2 | $2.47M | Buy |
+26,280
| New | +$2.47M | 0.37% | 29 |
|
|
2018
Q4 | – | Sell |
-4,862
| Closed | -$549K | – | 1136 |
|
|
2018
Q3 | $549K | Buy |
+4,862
| New | +$549K | 0.08% | 470 |
|
|
2017
Q2 | – | Sell |
-7,595
| Closed | -$668K | – | 1175 |
|
|
2017
Q1 | $668K | Buy |
+7,595
| New | +$668K | 0.16% | 185 |
|