JPMorgan Chase & Co’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
10,815
+1,570
| +17% | +$43.7K | ﹤0.01% | 4276 |
|
|
2025
Q1 | $278K | Buy |
9,245
+7,640
| +476% | +$230K | ﹤0.01% | 4302 |
|
|
2024
Q4 | $53.5K | Buy |
1,605
+161
| +11% | +$5.37K | ﹤0.01% | 4990 |
|
|
2024
Q3 | $43.5K | Buy |
1,444
+556
| +63% | +$16.8K | ﹤0.01% | 5025 |
|
|
2024
Q2 | $27.4K | Sell |
888
-5,172
| -85% | -$160K | ﹤0.01% | 5079 |
|
|
2024
Q1 | $204K | Sell |
6,060
-3,110
| -34% | -$105K | ﹤0.01% | 4438 |
|
|
2023
Q4 | $292K | Buy |
9,170
+9,054
| +7,805% | +$288K | ﹤0.01% | 4200 |
|
|
2023
Q3 | $3.37K | Buy |
+116
| New | +$3.37K | ﹤0.01% | 5497 |
|
|
2023
Q2 | – | Sell |
-6,781
| Closed | -$205K | – | 6045 |
|
|
2023
Q1 | $205K | Sell |
6,781
-126,780
| -95% | -$3.83M | ﹤0.01% | 4311 |
|
|
2022
Q4 | $4M | Buy |
133,561
+1,003
| +0.8% | +$30K | ﹤0.01% | 2533 |
|
|
2022
Q3 | $3.31M | Buy |
132,558
+7,789
| +6% | +$195K | ﹤0.01% | 2608 |
|
|
2022
Q2 | $2.98M | Sell |
124,769
-67
| -0.1% | -$1.6K | ﹤0.01% | 2756 |
|
|
2022
Q1 | $3.24M | Buy |
124,836
+61
| +0% | +$1.58K | ﹤0.01% | 2859 |
|
|
2021
Q4 | $2.47M | Buy |
124,775
+12,656
| +11% | +$250K | ﹤0.01% | 3097 |
|
|
2021
Q3 | $2.15M | Sell |
112,119
-12,624
| -10% | -$242K | ﹤0.01% | 3138 |
|
|
2021
Q2 | $2.1M | Sell |
124,743
-10
| -0% | -$169 | ﹤0.01% | 3189 |
|
|
2021
Q1 | $1.7M | Sell |
124,753
-27
| -0% | -$369 | ﹤0.01% | 3333 |
|
|
2020
Q4 | $1.36M | Buy |
124,780
+202
| +0.2% | +$2.2K | ﹤0.01% | 3199 |
|
|
2020
Q3 | $1.31M | Sell |
124,578
-17,344
| -12% | -$182K | ﹤0.01% | 2975 |
|
|
2020
Q2 | $1.81M | Sell |
141,922
-17,914
| -11% | -$229K | ﹤0.01% | 2728 |
|
|
2020
Q1 | $1.49M | Sell |
159,836
-12,687
| -7% | -$118K | ﹤0.01% | 2745 |
|
|
2019
Q4 | $3.37M | Sell |
172,523
-655
| -0.4% | -$12.8K | ﹤0.01% | 2415 |
|
|
2019
Q3 | $3.23M | Sell |
173,178
-9,840
| -5% | -$183K | ﹤0.01% | 2464 |
|
|
2019
Q2 | $3.37M | Sell |
183,018
-9,537
| -5% | -$176K | ﹤0.01% | 2355 |
|
|
2019
Q1 | $3.52M | Sell |
192,555
-1,131
| -0.6% | -$20.7K | ﹤0.01% | 2316 |
|
|
2018
Q4 | $2.84M | Sell |
193,686
-17,078
| -8% | -$250K | ﹤0.01% | 2450 |
|
|
2018
Q3 | $4.3M | Buy |
210,764
+154,812
| +277% | +$3.16M | ﹤0.01% | 2333 |
|
|
2018
Q2 | $1.15M | Buy |
55,952
+30,660
| +121% | +$631K | ﹤0.01% | 3075 |
|
|
2018
Q1 | $407K | Buy |
25,292
+22,542
| +820% | +$363K | ﹤0.01% | 3456 |
|
|
2017
Q4 | $42K | Hold |
2,750
| – | – | ﹤0.01% | 4176 |
|
|
2017
Q3 | $41K | Sell |
2,750
-5,250
| -66% | -$78.3K | ﹤0.01% | 3837 |
|
|
2017
Q2 | $116K | Sell |
8,000
-1,000
| -11% | -$14.5K | ﹤0.01% | 3529 |
|
|
2017
Q1 | $155K | Hold |
9,000
| – | – | ﹤0.01% | 3588 |
|
|
2016
Q4 | $158K | Hold |
9,000
| – | – | ﹤0.01% | 3739 |
|
|
2016
Q3 | $139K | Sell |
9,000
-3,000
| -25% | -$46.3K | ﹤0.01% | 3353 |
|
|
2016
Q2 | $173K | Sell |
12,000
-7,500
| -38% | -$108K | ﹤0.01% | 3269 |
|
|
2016
Q1 | $222K | Hold |
19,500
| – | – | ﹤0.01% | 3119 |
|
|
2015
Q4 | $193K | Hold |
19,500
| – | – | ﹤0.01% | 3135 |
|
|
2015
Q3 | $282K | Hold |
19,500
| – | – | ﹤0.01% | 3090 |
|
|
2015
Q2 | $417K | Sell |
19,500
-250
| -1% | -$5.35K | ﹤0.01% | 3118 |
|
|
2015
Q1 | $450K | Sell |
19,750
-750
| -4% | -$17.1K | ﹤0.01% | 3128 |
|
|
2014
Q4 | $523K | Sell |
20,500
-40
| -0.2% | -$1.02K | ﹤0.01% | 3010 |
|
|
2014
Q3 | $607K | Sell |
20,540
-3,110
| -13% | -$91.9K | ﹤0.01% | 2938 |
|
|
2014
Q2 | $722K | Buy |
23,650
+3,150
| +15% | +$96.2K | ﹤0.01% | 2911 |
|
|
2014
Q1 | $538K | Sell |
20,500
-550
| -3% | -$14.4K | ﹤0.01% | 3039 |
|
|
2013
Q4 | $547K | Sell |
21,050
-600
| -3% | -$15.6K | ﹤0.01% | 3161 |
|
|
2013
Q3 | $518K | Hold |
21,650
| – | – | ﹤0.01% | 3305 |
|
|
2013
Q2 | $530K | Buy |
+21,650
| New | +$530K | ﹤0.01% | 3198 |
|