RE Dickinson Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.89M | Hold |
1,205
| – | – | 0.16% | 39 |
|
|
2024
Q3 | $254K | Hold |
1,205
| – | – | 0.14% | 42 |
|
|
2024
Q2 | $244K | Buy |
1,205
+90
| +8% | +$18.2K | 0.15% | 44 |
|
|
2024
Q1 | $223K | Hold |
1,115
| – | – | 0.14% | 44 |
|
|
2023
Q4 | $190K | Hold |
1,115
| – | – | 0.13% | 43 |
|
|
2023
Q3 | $162K | Buy |
1,115
+160
| +17% | +$23.2K | 0.11% | 46 |
|
|
2023
Q2 | $139K | Hold |
955
| – | – | 0.05% | 101 |
|
|
2023
Q1 | $124K | Hold |
955
| – | – | 0.04% | 111 |
|
|
2022
Q4 | $128K | Hold |
955
| – | – | 0.05% | 97 |
|
|
2022
Q3 | $100K | Buy |
955
+342
| +56% | +$35.8K | 0.08% | 53 |
|
|
2022
Q2 | $69 | Hold |
613
| – | – | 0.01% | 68 |
|
|
2022
Q1 | $84K | Hold |
613
| – | – | 0.06% | 66 |
|
|
2021
Q4 | $97K | Buy |
+613
| New | +$97K | 0.07% | 55 |
|