Lipe & Dalton’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Hold |
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|
2025
Q1 | $409K | Sell |
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|
2024
Q4 | $432K | Hold |
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|
2024
Q3 | $380K | Hold |
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|
2024
Q2 | $364K | Hold |
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|
2024
Q1 | $361K | Buy |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $225K | Sell |
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|
2022
Q3 | $181K | Hold |
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|
2022
Q2 | $195K | Hold |
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $273K | Hold |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $243K | Hold |
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|
2020
Q3 | $184K | Hold |
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|
2020
Q2 | $180K | Buy |
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|
2020
Q1 | $163K | Hold |
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|
2019
Q4 | $253K | Buy |
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|
2019
Q3 | $198K | Sell |
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|
2019
Q2 | $211K | Hold |
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|
2019
Q1 | $191K | Hold |
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|
2018
Q4 | $184K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $143K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $6.48M | Sell |
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|
2016
Q3 | $5.01M | Sell |
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|
2016
Q2 | $4.76M | Sell |
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|
2016
Q1 | $4.59M | Sell |
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|
2015
Q4 | $5.22M | Sell |
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|
2015
Q3 | $4.87M | Sell |
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|
2015
Q2 | $5.58M | Sell |
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|
2015
Q1 | $5.11M | Sell |
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|
2014
Q4 | $5.38M | Sell |
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|
2014
Q3 | $5.25M | Sell |
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|
2014
Q2 | $5.07M | Sell |
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|
2014
Q1 | $4.86M | Sell |
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|
2013
Q4 | $5.33M | Sell |
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|
2013
Q3 | $4.95M | Buy |
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|
2013
Q2 | $4.79M | Buy |
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