JP Morgan Chase’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.9K | Hold |
500
| – | – | ﹤0.01% | 6655 |
|
|
2025
Q4 | $11.2K | Sell |
500
-800
| -62% | -$18.7K | ﹤0.01% | 6637 |
|
|
2025
Q3 | $33.7K | Sell |
1,300
-9,515
| -88% | -$248K | ﹤0.01% | 6355 |
|
|
2025
Q2 | $301K | Buy |
10,815
+1,570
| +17% | +$44.1K | ﹤0.01% | 5026 |
|
|
2025
Q1 | $278K | Buy |
9,245
+7,640
| +476% | +$240K | ﹤0.01% | 5092 |
|
|
2024
Q4 | $53.5K | Buy |
1,605
+161
| +11% | +$5.25K | ﹤0.01% | 5991 |
|
|
2024
Q3 | $43.5K | Buy |
1,444
+556
| +63% | +$17.1K | ﹤0.01% | 6037 |
|
|
2024
Q2 | $27.4K | Sell |
888
-5,172
| -85% | -$168K | ﹤0.01% | 6060 |
|
|
2024
Q1 | $204K | Sell |
6,060
-3,110
| -34% | -$98.2K | ﹤0.01% | 5339 |
|
|
2023
Q4 | $292K | Buy |
9,170
+9,054
| +7,805% | +$265K | ﹤0.01% | 5127 |
|
|
2023
Q3 | $3.37K | Buy |
+116
| New | +$3.46K | ﹤0.01% | 6444 |
|
|
2023
Q2 | – | Sell |
-6,781
| Closed | -$205K | – | 7002 |
|
|
2023
Q1 | $205K | Sell |
6,781
-126,780
| -95% | -$3.75M | ﹤0.01% | 5051 |
|
|
2022
Q4 | $4M | Buy |
133,561
+1,003
| +0.8% | +$28.9K | ﹤0.01% | 3013 |
|
|
2022
Q3 | $3.31M | Buy |
132,558
+7,789
| +6% | +$213K | ﹤0.01% | 3079 |
|
|
2022
Q2 | $2.98M | Sell |
124,769
-67
| -0.1% | -$1.84K | ﹤0.01% | 3230 |
|
|
2022
Q1 | $3.24M | Buy |
124,836
+61
| +0% | +$1.41K | ﹤0.01% | 3366 |
|
|
2021
Q4 | $2.47M | Buy |
124,775
+12,656
| +11% | +$243K | ﹤0.01% | 3694 |
|
|
2021
Q3 | $2.15M | Sell |
112,119
-12,624
| -10% | -$212K | ﹤0.01% | 3740 |
|
|
2021
Q2 | $2.1M | Sell |
124,743
-10
| -0% | -$152 | ﹤0.01% | 3755 |
|
|
2021
Q1 | $1.7M | Sell |
124,753
-27
| -0% | -$366 | ﹤0.01% | 3834 |
|
|
2020
Q4 | $1.36M | Buy |
124,780
+202
| +0.2% | +$2.18K | ﹤0.01% | 3751 |
|
|
2020
Q3 | $1.31M | Sell |
124,578
-17,344
| -12% | -$194K | ﹤0.01% | 3494 |
|
|
2020
Q2 | $1.81M | Sell |
141,922
-17,914
| -11% | -$204K | ﹤0.01% | 3170 |
|
|
2020
Q1 | $1.49M | Sell |
159,836
-12,687
| -7% | -$195K | ﹤0.01% | 3155 |
|
|
2019
Q4 | $3.37M | Sell |
172,523
-655
| -0.4% | -$11.7K | ﹤0.01% | 3003 |
|
|
2019
Q3 | $3.23M | Sell |
173,178
-9,840
| -5% | -$181K | ﹤0.01% | 3068 |
|
|
2019
Q2 | $3.37M | Sell |
183,018
-9,537
| -5% | -$179K | ﹤0.01% | 2964 |
|
|
2019
Q1 | $3.52M | Sell |
192,555
-1,131
| -0.6% | -$19.8K | ﹤0.01% | 2887 |
|
|
2018
Q4 | $2.83M | Sell |
193,686
-17,078
| -8% | -$298K | ﹤0.01% | 3023 |
|
|
2018
Q3 | $4.3M | Buy |
210,764
+154,812
| +277% | +$2.93M | ﹤0.01% | 2863 |
|
|
2018
Q2 | $1.15M | Buy |
55,952
+30,660
| +121% | +$569K | ﹤0.01% | 3749 |
|
|
2018
Q1 | $407K | Buy |
25,292
+22,542
| +820% | +$357K | ﹤0.01% | 4098 |
|
|
2017
Q4 | $42K | Hold |
2,750
| – | – | ﹤0.01% | 4941 |
|
|
2017
Q3 | $41K | Sell |
2,750
-5,250
| -66% | -$77.2K | ﹤0.01% | 4505 |
|
|
2017
Q2 | $116K | Sell |
8,000
-1,000
| -11% | -$16.3K | ﹤0.01% | 4128 |
|
|
2017
Q1 | $155K | Hold |
9,000
| – | – | ﹤0.01% | 4180 |
|
|
2016
Q4 | $158K | Hold |
9,000
| – | – | ﹤0.01% | 4253 |
|
|
2016
Q3 | $139K | Sell |
9,000
-3,000
| -25% | -$45.1K | ﹤0.01% | 3787 |
|
|
2016
Q2 | $173K | Sell |
12,000
-7,500
| -38% | -$100K | ﹤0.01% | 3759 |
|
|
2016
Q1 | $222K | Hold |
19,500
| – | – | ﹤0.01% | 3581 |
|
|
2015
Q4 | $193K | Hold |
19,500
| – | – | ﹤0.01% | 3656 |
|
|
2015
Q3 | $282K | Hold |
19,500
| – | – | ﹤0.01% | 3597 |
|
|
2015
Q2 | $417K | Sell |
19,500
-250
| -1% | -$5.71K | ﹤0.01% | 3619 |
|
|
2015
Q1 | $450K | Sell |
19,750
-750
| -4% | -$18.5K | ﹤0.01% | 3578 |
|
|
2014
Q4 | $523K | Sell |
20,500
-40
| -0.2% | -$1.06K | ﹤0.01% | 3648 |
|
|
2014
Q3 | $607K | Sell |
20,540
-3,110
| -13% | -$101K | ﹤0.01% | 3573 |
|
|
2014
Q2 | $722K | Buy |
23,650
+3,150
| +15% | +$88K | ﹤0.01% | 2986 |
|
|
2014
Q1 | $538K | Sell |
20,500
-550
| -3% | -$13.9K | ﹤0.01% | 3110 |
|
|
2013
Q4 | $547K | Sell |
21,050
-600
| -3% | -$14.7K | ﹤0.01% | 3447 |
|
|
2013
Q3 | $518K | Hold |
21,650
| – | – | ﹤0.01% | 3618 |
|
|
2013
Q2 | $530K | Buy |
+21,650
| New | +$522K | ﹤0.01% | 3584 |
|
Other funds holding DMLP
AAA
HKAM
HBWM
AI
MB
MIM
RA
DIM
N