R.H. Dinel Investment Counsel’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
Q3 | $1.29M | Sell |
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|
2025
Q2 | $1.22M | Hold |
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|
2025
Q1 | $1.03M | Hold |
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|
2024
Q4 | $1.01M | Hold |
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|
2024
Q3 | $889K | Hold |
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|
2024
Q2 | $853K | Hold |
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|
2024
Q1 | $845K | Hold |
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|
2023
Q4 | $717K | Hold |
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|
2023
Q3 | $612K | Hold |
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|
2023
Q2 | $613K | Sell |
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|
2023
Q1 | $598K | Hold |
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|
2022
Q4 | $616K | Hold |
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|
2022
Q3 | $480K | Hold |
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|
2022
Q2 | $517K | Hold |
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|
2022
Q1 | $626K | Hold |
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|
2021
Q4 | $727K | Hold |
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|
2021
Q3 | $752K | Hold |
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|
2021
Q2 | $714K | Hold |
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|
2021
Q1 | $699K | Hold |
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|
2020
Q4 | $584K | Hold |
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|
2020
Q3 | $444K | Sell |
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|
2020
Q2 | $548K | Hold |
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|
2020
Q1 | $524K | Sell |
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|
2019
Q4 | $846K | Hold |
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|
2019
Q3 | $715K | Hold |
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|
2019
Q2 | $679K | Hold |
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|
2019
Q1 | $615K | Hold |
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|
2018
Q4 | $593K | Buy |
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|
2016
Q3 | $404K | Hold |
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|
2016
Q2 | $377K | Hold |
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|
2016
Q1 | $360K | Hold |
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|
2015
Q4 | $401K | Hold |
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|
2015
Q3 | $370K | Hold |
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|
2015
Q2 | $411K | Hold |
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|
2015
Q1 | $368K | Sell |
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|
2014
Q4 | $605K | Hold |
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|
2014
Q3 | $583K | Hold |
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|
2014
Q2 | $557K | Sell |
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|
2014
Q1 | $660K | Hold |
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|
2013
Q4 | $636K | Buy |
|