Lipe & Dalton’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 | $483K | Hold |
1,665
| – | – | 0.26% | 58 |
|
|
2025
Q1 | $409K | Sell |
1,665
-135
| -8% | -$33.2K | 0.23% | 61 |
|
|
2024
Q4 | $432K | Hold |
1,800
| – | – | 0.23% | 63 |
|
|
2024
Q3 | $380K | Hold |
1,800
| – | – | 0.19% | 69 |
|
|
2024
Q2 | $364K | Hold |
1,800
| – | – | 0.2% | 69 |
|
|
2024
Q1 | $361K | Buy |
1,800
+270
| +18% | +$54.2K | 0.19% | 69 |
|
|
2023
Q4 | $260K | Hold |
1,530
| – | – | 0.14% | 72 |
|
|
2023
Q3 | $222K | Hold |
1,530
| – | – | 0.13% | 74 |
|
|
2023
Q2 | $223K | Sell |
1,530
-85
| -5% | -$12.4K | 0.13% | 74 |
|
|
2023
Q1 | $210K | Sell |
1,615
-65
| -4% | -$8.45K | 0.12% | 76 |
|
|
2022
Q4 | $225K | Sell |
1,680
-50
| -3% | -$6.7K | 0.13% | 71 |
|
|
2022
Q3 | $181K | Hold |
1,730
| – | – | 0.11% | 75 |
|
|
2022
Q2 | $195K | Hold |
1,730
| – | – | 0.11% | 77 |
|
|
2022
Q1 | $236K | Sell |
1,730
-170
| -9% | -$23.2K | 0.12% | 76 |
|
|
2021
Q4 | $301K | Buy |
1,900
+145
| +8% | +$23K | 0.14% | 74 |
|
|
2021
Q3 | $287K | Hold |
1,755
| – | – | 0.15% | 70 |
|
|
2021
Q2 | $273K | Hold |
1,755
| – | – | 0.14% | 72 |
|
|
2021
Q1 | $267K | Sell |
1,755
-160
| -8% | -$24.3K | 0.15% | 68 |
|
|
2020
Q4 | $243K | Hold |
1,915
| – | – | 0.15% | 65 |
|
|
2020
Q3 | $184K | Hold |
1,915
| – | – | 0.13% | 69 |
|
|
2020
Q2 | $180K | Buy |
1,915
+100
| +6% | +$9.4K | 0.13% | 72 |
|
|
2020
Q1 | $163K | Hold |
1,815
| – | – | 0.14% | 69 |
|
|
2019
Q4 | $253K | Buy |
1,815
+132
| +8% | +$18.4K | 0.17% | 68 |
|
|
2019
Q3 | $198K | Sell |
1,683
-200
| -11% | -$23.5K | 0.14% | 72 |
|
|
2019
Q2 | $211K | Hold |
1,883
| – | – | 0.15% | 66 |
|
|
2019
Q1 | $191K | Hold |
1,883
| – | – | 0.14% | 67 |
|
|
2018
Q4 | $184K | Buy |
+1,883
| New | +$184K | 0.15% | 63 |
|
|
2017
Q4 | – | Sell |
-1,500
| Closed | -$143K | – | 78 |
|
|
2017
Q3 | $143K | Buy |
+1,500
| New | +$143K | 0.1% | 65 |
|
|
2017
Q1 | – | Sell |
-75,114
| Closed | -$6.48M | – | 80 |
|
|
2016
Q4 | $6.48M | Sell |
75,114
-123
| -0.2% | -$10.6K | 4.61% | 1 |
|
|
2016
Q3 | $5.01M | Sell |
75,237
-1,297
| -2% | -$86.4K | 3.35% | 7 |
|
|
2016
Q2 | $4.76M | Sell |
76,534
-1,015
| -1% | -$63.1K | 3.28% | 5 |
|
|
2016
Q1 | $4.59M | Sell |
77,549
-1,475
| -2% | -$87.3K | 3.61% | 7 |
|
|
2015
Q4 | $5.22M | Sell |
79,024
-860
| -1% | -$56.8K | 4.23% | 4 |
|
|
2015
Q3 | $4.87M | Sell |
79,884
-2,440
| -3% | -$149K | 4.04% | 4 |
|
|
2015
Q2 | $5.58M | Sell |
82,324
-2,095
| -2% | -$142K | 4% | 3 |
|
|
2015
Q1 | $5.11M | Sell |
84,419
-1,635
| -2% | -$99K | 3.52% | 6 |
|
|
2014
Q4 | $5.39M | Sell |
86,054
-1,015
| -1% | -$63.5K | 3.6% | 7 |
|
|
2014
Q3 | $5.25M | Sell |
87,069
-950
| -1% | -$57.2K | 3.43% | 10 |
|
|
2014
Q2 | $5.07M | Sell |
88,019
-1,405
| -2% | -$81K | 3.19% | 13 |
|
|
2014
Q1 | $4.86M | Sell |
89,424
-1,728
| -2% | -$93.9K | 3.25% | 14 |
|
|
2013
Q4 | $5.33M | Sell |
91,152
-4,575
| -5% | -$268K | 3.64% | 8 |
|
|
2013
Q3 | $4.95M | Buy |
95,727
+4,915
| +5% | +$254K | 3.63% | 8 |
|
|
2013
Q2 | $4.79M | Buy |
+90,812
| New | +$4.79M | 3.98% | 7 |
|