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 $14.4 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
59,301
Previous 59,175 0.21%
Holding current value
$14.4 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 $713B
  • 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
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