A detailed history of Dorchester Wealth Management CO transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dorchester Wealth Management CO holds 59,301 shares of JPM stock, worth $13 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
59,301
Previous 59,175 0.21%
Holding current value
$13 Million
Previous $12 Million 4.44%
% of portfolio
2.23%
Previous 2.26%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$194.9 - $224.8 $24,557 - $28,324
126 Added 0.21%
59,301 $12.5 Million
Q2 2024

Jul 23, 2024

SELL
$180.08 - $204.79 $556,447 - $632,801
-3,090 Reduced 4.96%
59,175 $12 Million
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $253,809 - $304,255
-1,519 Reduced 2.38%
62,265 $12.5 Million
Q4 2023

Jan 23, 2024

SELL
$135.69 - $170.3 $149,937 - $188,181
-1,105 Reduced 1.7%
63,784 $10.8 Million
Q3 2023

Oct 24, 2023

BUY
$143.21 - $158.0 $14,321 - $15,800
100 Added 0.15%
64,889 $9.41 Million
Q2 2023

Jul 13, 2023

SELL
$127.47 - $145.44 $54,812 - $62,539
-430 Reduced 0.66%
64,789 $9.42 Million
Q1 2023

Apr 26, 2023

BUY
$124.91 - $143.8 $1.04 Million - $1.2 Million
8,334 Added 14.65%
65,219 $8.5 Million
Q4 2022

Jan 31, 2023

SELL
$101.96 - $137.84 $837,907 - $1.13 Million
-8,218 Reduced 12.62%
56,885 $7.63 Million
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $21,351 - $124,197
1,030 Added 1.61%
65,103 $6.8 Million
Q2 2022

Aug 04, 2022

BUY
$112.61 - $135.91 $802,008 - $967,951
7,122 Added 12.51%
64,073 $7.22 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $2.29 Million - $3 Million
17,823 Added 45.55%
56,951 $9.7 Million
Q4 2021

Feb 08, 2022

BUY
$153.94 - $171.78 $183,188 - $204,418
1,190 Added 3.14%
39,128 $6.2 Million
Q3 2021

Oct 26, 2021

SELL
$146.97 - $166.98 $271,894 - $308,913
-1,850 Reduced 4.65%
37,938 $6.21 Million
Q2 2021

Jul 22, 2021

SELL
$147.37 - $166.44 $101,685 - $114,843
-690 Reduced 1.7%
39,788 $6.19 Million
Q1 2021

Apr 20, 2021

BUY
$125.65 - $157.65 $62,071 - $77,879
494 Added 1.24%
40,478 $6.16 Million
Q4 2020

Jan 22, 2021

SELL
$96.54 - $127.07 $221,462 - $291,498
-2,294 Reduced 5.43%
39,984 $5.08 Million
Q3 2020

Oct 19, 2020

BUY
$91.28 - $103.82 $3,651 - $4,152
40 Added 0.09%
42,278 $4.07 Million
Q2 2020

Jul 20, 2020

SELL
$84.03 - $113.45 $22,856 - $30,858
-272 Reduced 0.64%
42,238 $3.97 Million
Q1 2020

Apr 16, 2020

BUY
$79.03 - $141.09 $633,820 - $1.13 Million
8,020 Added 23.25%
42,510 $3.83 Million
Q4 2019

Jan 21, 2020

BUY
$111.82 - $139.4 $81,293 - $101,343
727 Added 2.15%
34,490 $4.81 Million
Q3 2019

Oct 18, 2019

SELL
$104.8 - $120.23 $287,990 - $330,392
-2,748 Reduced 7.53%
33,763 $3.97 Million
Q2 2019

Jul 19, 2019

BUY
$104.64 - $116.12 $3,243 - $3,599
31 Added 0.08%
36,511 $4.08 Million
Q1 2019

Apr 17, 2019

SELL
$97.11 - $107.19 $54,575 - $60,240
-562 Reduced 1.52%
36,480 $3.69 Million
Q4 2018

Jan 17, 2019

BUY
$92.14 - $115.32 $553,116 - $692,265
6,003 Added 19.34%
37,042 $3.62 Million
Q3 2018

Oct 16, 2018

BUY
$103.61 - $118.63 $94,285 - $107,953
910 Added 3.02%
31,039 $3.5 Million
Q2 2018

Jul 17, 2018

SELL
$103.24 - $114.29 $31,488 - $34,858
-305 Reduced 1.0%
30,129 $3.14 Million
Q1 2018

Apr 20, 2018

SELL
$107.01 - $118.77 $63,670 - $70,668
-595 Reduced 1.92%
30,434 $3.35 Million
Q4 2017

Jan 18, 2018

SELL
$95.86 - $107.83 $58,953 - $66,315
-615 Reduced 1.94%
31,029 $3.32 Million
Q3 2017

Oct 19, 2017

BUY
$88.42 - $95.51 $2.8 Million - $3.02 Million
31,644
31,644 $3.02 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Dorchester Wealth Management CO Portfolio

Follow Dorchester Wealth Management CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dorchester Wealth Management CO, based on Form 13F filings with the SEC.

News

Stay updated on Dorchester Wealth Management CO with notifications on news.