Nancy E. Dempze’s JPMorgan Chase JPM Stock Holding History

Nancy E. Dempze’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.38M	Sell	4,768 -230	-5%	-$66.7K	0.8%	35
2025 Q1	$1.23M	Sell	4,998 -20	-0.4%	-$4.91K	0.74%	39
2024 Q4	$1.2M	Sell	5,018 -70	-1%	-$16.8K	0.69%	43
2024 Q3	$1.07M	Hold	5,088	–	–	0.6%	47
2024 Q2	$1.03M	Buy	5,088 +1,530	+43%	+$309K	0.71%	40
2024 Q1	$713K	Sell	3,558 -95	-3%	-$19K	0.54%	40
2023 Q4	$621K	Sell	3,653 -90	-2%	-$15.3K	0.52%	41
2023 Q3	$543K	Sell	3,743 -35	-0.9%	-$5.08K	0.49%	44
2023 Q2	$549K	Sell	3,778 -30	-0.8%	-$4.36K	0.47%	44
2023 Q1	$496K	Hold	3,808	–	–	0.45%	45
2022 Q4	$511K	Buy	3,808 +75	+2%	+$10.1K	0.5%	46
2022 Q3	$390K	Hold	3,733	–	–	0.42%	47
2022 Q2	$420K	Sell	3,733 -92	-2%	-$10.4K	0.42%	49
2022 Q1	$522K	Sell	3,825 -25	-0.6%	-$3.41K	0.38%	54
2021 Q4	$610K	Hold	3,850	–	–	0.41%	52
2021 Q3	$630K	Hold	3,850	–	–	0.49%	45
2021 Q2	$599K	Buy	3,850 +435	+13%	+$67.7K	0.51%	44
2021 Q1	$520K	Hold	3,415	–	–	0.46%	44
2020 Q4	$434K	Hold	3,415	–	–	0.4%	47
2020 Q3	$329K	Hold	3,415	–	–	0.33%	52
2020 Q2	$321K	Sell	3,415 -3,000	-47%	-$282K	0.36%	50
2020 Q1	$577K	Sell	6,415 -280	-4%	-$25.2K	0.78%	35
2019 Q4	$934K	Sell	6,695 -50	-0.7%	-$6.98K	1.03%	33
2019 Q3	$794K	Hold	6,745	–	–	0.96%	34
2019 Q2	$754K	Hold	6,745	–	–	0.87%	35
2019 Q1	$683K	Hold	6,745	–	–	0.81%	35
2018 Q4	$658K	Hold	6,745	–	–	0.91%	32
2018 Q3	$761K	Hold	6,745	–	–	0.85%	32
2018 Q2	$703K	Hold	6,745	–	–	0.86%	33
2018 Q1	$741K	Sell	6,745 -100	-1%	-$11K	0.91%	33
2017 Q4	$732K	Sell	6,845 -100	-1%	-$10.7K	0.88%	33
2017 Q3	$663K	Hold	6,945	–	–	0.93%	35
2017 Q2	$635K	Hold	6,945	–	–	0.91%	38
2017 Q1	$610K	Buy	6,945 +2,845	+69%	+$250K	0.93%	40
2016 Q4	$354K	Hold	4,100	–	–	0.62%	50
2016 Q3	$273K	Hold	4,100	–	–	0.48%	63
2016 Q2	$255K	Hold	4,100	–	–	0.45%	66
2016 Q1	$243K	Hold	4,100	–	–	0.43%	71
2015 Q4	$271K	Buy	+4,100	New	+$271K	0.52%	68