R.H. Dinel Investment Counsel’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	$1.22M	Hold	4,217	–	–	0.81%	29
2025 Q1	$1.03M	Hold	4,217	–	–	0.71%	30
2024 Q4	$1.01M	Hold	4,217	–	–	0.67%	31
2024 Q3	$889K	Hold	4,217	–	–	0.56%	32
2024 Q2	$853K	Hold	4,217	–	–	0.55%	33
2024 Q1	$845K	Hold	4,217	–	–	0.54%	33
2023 Q4	$717K	Hold	4,217	–	–	0.49%	33
2023 Q3	$612K	Hold	4,217	–	–	0.44%	34
2023 Q2	$613K	Sell	4,217 -375	-8%	-$54.5K	0.43%	35
2023 Q1	$598K	Hold	4,592	–	–	0.45%	33
2022 Q4	$616K	Hold	4,592	–	–	0.55%	31
2022 Q3	$480K	Hold	4,592	–	–	0.48%	32
2022 Q2	$517K	Hold	4,592	–	–	0.47%	33
2022 Q1	$626K	Hold	4,592	–	–	0.48%	34
2021 Q4	$727K	Hold	4,592	–	–	0.5%	33
2021 Q3	$752K	Hold	4,592	–	–	0.56%	34
2021 Q2	$714K	Hold	4,592	–	–	0.51%	34
2021 Q1	$699K	Hold	4,592	–	–	0.53%	34
2020 Q4	$584K	Hold	4,592	–	–	0.47%	32
2020 Q3	$444K	Sell	4,592 -1,230	-21%	-$119K	0.42%	34
2020 Q2	$548K	Hold	5,822	–	–	0.53%	32
2020 Q1	$524K	Sell	5,822 -250	-4%	-$22.5K	0.62%	32
2019 Q4	$846K	Hold	6,072	–	–	0.75%	30
2019 Q3	$715K	Hold	6,072	–	–	0.67%	31
2019 Q2	$679K	Hold	6,072	–	–	0.63%	33
2019 Q1	$615K	Hold	6,072	–	–	0.61%	35
2018 Q4	$593K	Buy	+6,072	New	+$593K	0.67%	33
2016 Q3	$404K	Hold	6,072	–	–	0.45%	43
2016 Q2	$377K	Hold	6,072	–	–	0.44%	44
2016 Q1	$360K	Hold	6,072	–	–	0.42%	43
2015 Q4	$401K	Hold	6,072	–	–	0.45%	45
2015 Q3	$370K	Hold	6,072	–	–	0.39%	53
2015 Q2	$411K	Hold	6,072	–	–	0.39%	55
2015 Q1	$368K	Sell	6,072 -3,600	-37%	-$218K	0.35%	56
2014 Q4	$605K	Hold	9,672	–	–	0.54%	50
2014 Q3	$583K	Hold	9,672	–	–	0.53%	51
2014 Q2	$557K	Sell	9,672 -1,202	-11%	-$69.2K	0.51%	49
2014 Q1	$660K	Hold	10,874	–	–	0.58%	47
2013 Q4	$636K	Buy	+10,874	New	+$636K	0.56%	49