RE Dickinson Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.89M | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $223K | Hold |
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|
2023
Q4 | $190K | Hold |
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|
2023
Q3 | $162K | Buy |
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|
2023
Q2 | $139K | Hold |
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|
2023
Q1 | $124K | Hold |
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|
2022
Q4 | $128K | Hold |
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|
2022
Q3 | $100K | Buy |
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|
2022
Q2 | $69 | Hold |
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|
2022
Q1 | $84K | Hold |
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|
2021
Q4 | $97K | Buy |
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