JPMorgan Chase & Co’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2M | Buy |
464,845
+11,451
| +3% | +$794K | ﹤0.01% | 1445 |
|
|
2025
Q1 | $30.4M | Sell |
453,394
-17,208
| -4% | -$1.15M | ﹤0.01% | 1435 |
|
|
2024
Q4 | $31.7M | Buy |
470,602
+31,064
| +7% | +$2.09M | ﹤0.01% | 1418 |
|
|
2024
Q3 | $32.4M | Buy |
439,538
+23,758
| +6% | +$1.75M | ﹤0.01% | 1416 |
|
|
2024
Q2 | $29.8M | Buy |
415,780
+13,159
| +3% | +$942K | ﹤0.01% | 1402 |
|
|
2024
Q1 | $30.1M | Buy |
402,621
+52,970
| +15% | +$3.96M | ﹤0.01% | 1442 |
|
|
2023
Q4 | $22.8M | Buy |
349,651
+64,461
| +23% | +$4.21M | ﹤0.01% | 1542 |
|
|
2023
Q3 | $17M | Sell |
285,190
-37,425
| -12% | -$2.23M | ﹤0.01% | 1621 |
|
|
2023
Q2 | $20.2M | Buy |
322,615
+34,822
| +12% | +$2.18M | ﹤0.01% | 1542 |
|
|
2023
Q1 | $18.8M | Buy |
287,793
+58,141
| +25% | +$3.8M | ﹤0.01% | 1520 |
|
|
2022
Q4 | $13.5M | Sell |
229,652
-57,958
| -20% | -$3.41M | ﹤0.01% | 1703 |
|
|
2022
Q3 | $14.1M | Buy |
287,610
+14,369
| +5% | +$704K | ﹤0.01% | 1641 |
|
|
2022
Q2 | $13.2M | Buy |
273,241
+95,644
| +54% | +$4.6M | ﹤0.01% | 1706 |
|
|
2022
Q1 | $9.22M | Sell |
177,597
-49,987
| -22% | -$2.6M | ﹤0.01% | 2109 |
|
|
2021
Q4 | $13.5M | Sell |
227,584
-133,747
| -37% | -$7.93M | ﹤0.01% | 1867 |
|
|
2021
Q3 | $20.7M | Buy |
361,331
+190,366
| +111% | +$10.9M | ﹤0.01% | 1532 |
|
|
2021
Q2 | $10.9M | Sell |
170,965
-26,682
| -13% | -$1.7M | ﹤0.01% | 2081 |
|
|
2021
Q1 | $11.5M | Buy |
197,647
+41,635
| +27% | +$2.42M | ﹤0.01% | 2025 |
|
|
2020
Q4 | $8.72M | Sell |
156,012
-23,002
| -13% | -$1.29M | ﹤0.01% | 2008 |
|
|
2020
Q3 | $8.3M | Buy |
179,014
+56,229
| +46% | +$2.61M | ﹤0.01% | 1898 |
|
|
2020
Q2 | $5.71M | Buy |
122,785
+21,801
| +22% | +$1.01M | ﹤0.01% | 2074 |
|
|
2020
Q1 | $3.9M | Sell |
100,984
-44,871
| -31% | -$1.73M | ﹤0.01% | 2175 |
|
|
2019
Q4 | $8.4M | Buy |
145,855
+21,196
| +17% | +$1.22M | ﹤0.01% | 1880 |
|
|
2019
Q3 | $6.49M | Sell |
124,659
-80,864
| -39% | -$4.21M | ﹤0.01% | 2040 |
|
|
2019
Q2 | $10.4M | Buy |
205,523
+58,666
| +40% | +$2.97M | ﹤0.01% | 1716 |
|
|
2019
Q1 | $7.35M | Buy |
146,857
+30,221
| +26% | +$1.51M | ﹤0.01% | 1898 |
|
|
2018
Q4 | $5.06M | Sell |
116,636
-121,809
| -51% | -$5.29M | ﹤0.01% | 2092 |
|
|
2018
Q3 | $13.9M | Buy |
238,445
+149,144
| +167% | +$8.69M | ﹤0.01% | 1638 |
|
|
2018
Q2 | $4.03M | Buy |
89,301
+36,051
| +68% | +$1.63M | ﹤0.01% | 2371 |
|
|
2018
Q1 | $2.4M | Sell |
53,250
-153,287
| -74% | -$6.91M | ﹤0.01% | 2638 |
|
|
2017
Q4 | $10.1M | Buy |
206,537
+48,355
| +31% | +$2.37M | ﹤0.01% | 1812 |
|
|
2017
Q3 | $7.28M | Buy |
158,182
+126,161
| +394% | +$5.8M | ﹤0.01% | 1949 |
|
|
2017
Q2 | $1.46M | Buy |
32,021
+22,036
| +221% | +$1M | ﹤0.01% | 2747 |
|
|
2017
Q1 | $454K | Buy |
9,985
+4,891
| +96% | +$222K | ﹤0.01% | 3190 |
|
|
2016
Q4 | $215K | Buy |
5,094
+121
| +2% | +$5.11K | ﹤0.01% | 3643 |
|
|
2016
Q3 | $185K | Sell |
4,973
-2,271
| -31% | -$84.5K | ﹤0.01% | 3287 |
|
|
2016
Q2 | $249K | Buy |
7,244
+1,056
| +17% | +$36.3K | ﹤0.01% | 3170 |
|
|
2016
Q1 | $198K | Sell |
6,188
-1,994
| -24% | -$63.8K | ﹤0.01% | 3155 |
|
|
2015
Q4 | $235K | Buy |
8,182
+5
| +0.1% | +$144 | ﹤0.01% | 3096 |
|
|
2015
Q3 | $229K | Sell |
8,177
-82,384
| -91% | -$2.31M | ﹤0.01% | 3134 |
|
|
2015
Q2 | $3.24M | Buy |
90,561
+73,190
| +421% | +$2.62M | ﹤0.01% | 2293 |
|
|
2015
Q1 | $656K | Buy |
17,371
+4,145
| +31% | +$157K | ﹤0.01% | 2994 |
|
|
2014
Q4 | $511K | Sell |
13,226
-50,355
| -79% | -$1.95M | ﹤0.01% | 3017 |
|
|
2014
Q3 | $2.58M | Sell |
63,581
-56,948
| -47% | -$2.31M | ﹤0.01% | 2308 |
|
|
2014
Q2 | $5.1M | Buy |
120,529
+25,880
| +27% | +$1.1M | ﹤0.01% | 2008 |
|
|
2014
Q1 | $4.01M | Buy |
94,649
+8,417
| +10% | +$357K | ﹤0.01% | 2175 |
|
|
2013
Q4 | $3.75M | Buy |
86,232
+12,802
| +17% | +$556K | ﹤0.01% | 2186 |
|
|
2013
Q3 | $2.8M | Buy |
73,430
+13,945
| +23% | +$532K | ﹤0.01% | 2384 |
|
|
2013
Q2 | $2.12M | Buy |
+59,485
| New | +$2.12M | ﹤0.01% | 2503 |
|