First Dallas Securities’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 | $4.08M | Sell |
14,076
-320
| -2% | -$92.8K | 1.61% | 13 |
|
|
2025
Q1 | $3.53M | Buy |
14,396
+129
| +0.9% | +$31.6K | 1.48% | 15 |
|
|
2024
Q4 | $3.42M | Sell |
14,267
-50
| -0.3% | -$12K | 1.39% | 19 |
|
|
2024
Q3 | $3.02M | Sell |
14,317
-424
| -3% | -$89.4K | 1.26% | 22 |
|
|
2024
Q2 | $2.98M | Buy |
14,741
+69
| +0.5% | +$14K | 1.31% | 21 |
|
|
2024
Q1 | $2.94M | Sell |
14,672
-434
| -3% | -$86.9K | 1.35% | 20 |
|
|
2023
Q4 | $2.57M | Buy |
15,106
+7,124
| +89% | +$1.21M | 1.32% | 18 |
|
|
2023
Q3 | $1.16M | Sell |
7,982
-3,833
| -32% | -$556K | 0.27% | 86 |
|
|
2023
Q2 | $1.72M | Sell |
11,815
-299
| -2% | -$43.5K | 0.96% | 33 |
|
|
2023
Q1 | $1.58M | Buy |
12,114
+351
| +3% | +$45.8K | 0.93% | 33 |
|
|
2022
Q4 | $1.58M | Sell |
11,763
-99
| -0.8% | -$13.3K | 0.95% | 30 |
|
|
2022
Q3 | $1.24M | Buy |
11,862
+226
| +2% | +$23.6K | 0.85% | 33 |
|
|
2022
Q2 | $1.31M | Buy |
11,636
+310
| +3% | +$34.9K | 0.88% | 29 |
|
|
2022
Q1 | $1.54M | Sell |
11,326
-849
| -7% | -$116K | 0.87% | 34 |
|
|
2021
Q4 | $1.93M | Hold |
12,175
| – | – | 1.26% | 25 |
|
|
2021
Q3 | $1.99M | Buy |
12,175
+700
| +6% | +$115K | 1.38% | 21 |
|
|
2021
Q2 | $1.79M | Buy |
11,475
+800
| +7% | +$124K | 1.17% | 25 |
|
|
2021
Q1 | $1.63M | Sell |
10,675
-379
| -3% | -$57.7K | 1.38% | 25 |
|
|
2020
Q4 | $1.41M | Buy |
11,054
+1,350
| +14% | +$172K | 1.27% | 28 |
|
|
2020
Q3 | $934K | Buy |
+9,704
| New | +$934K | 1.05% | 33 |
|
|
2020
Q1 | $788K | Buy |
8,754
+25
| +0.3% | +$2.25K | 1.1% | 28 |
|
|
2019
Q4 | $1.22M | Sell |
8,729
-625
| -7% | -$87.1K | 1.04% | 30 |
|
|
2019
Q3 | $1.1M | Buy |
9,354
+100
| +1% | +$11.8K | 0.98% | 31 |
|
|
2019
Q2 | $1.04M | Hold |
9,254
| – | – | 0.91% | 31 |
|
|
2019
Q1 | $937K | Sell |
9,254
-400
| -4% | -$40.5K | 0.67% | 39 |
|
|
2018
Q4 | $942K | Buy |
9,654
+450
| +5% | +$43.9K | 0.79% | 39 |
|
|
2018
Q3 | $1.04M | Buy |
9,204
+400
| +5% | +$45.1K | 0.65% | 40 |
|
|
2018
Q2 | $917K | Sell |
8,804
-639
| -7% | -$66.6K | 0.59% | 43 |
|
|
2018
Q1 | $1.05M | Buy |
9,443
+314
| +3% | +$34.9K | 0.69% | 39 |
|
|
2017
Q4 | $976K | Hold |
9,129
| – | – | 0.62% | 39 |
|
|
2017
Q3 | $872K | Sell |
9,129
-593
| -6% | -$56.6K | 0.6% | 41 |
|
|
2017
Q2 | $889K | Sell |
9,722
-600
| -6% | -$54.9K | 0.65% | 45 |
|
|
2017
Q1 | $906K | Buy |
10,322
+700
| +7% | +$61.4K | 0.63% | 41 |
|
|
2016
Q4 | $831K | Buy |
9,622
+3,825
| +66% | +$330K | 0.57% | 44 |
|
|
2016
Q3 | $386K | Buy |
+5,797
| New | +$386K | 0.29% | 68 |
|