Ownership history in DAGCO, INC. · 29 quarters on record
This page tracks every 13F SEC filing in which DAGCO, INC. reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 13,857 | -79 | -0.6% | 1.03% | $4.5M | $320.77 |
| 2025 Q3 | REDUCED | 13,936 | -14 | -0.1% | 1.11% | $4.4M | $312.49 |
| 2025 Q2 | REDUCED | 13,950 | -171 | -1.2% | 1.13% | $4.0M | $285.83 |
| 2025 Q1 | ADDED | 14,121 | +994 | +7.6% | 1.12% | $3.5M | $240.37 |
| 2024 Q4 | ADDED | 13,127 | +1,274 | +10.7% | 1.04% | $3.1M | $233.69 |
| 2024 Q3 | ADDED | 11,853 | +3 | +0.0% | 1.03% | $2.5M | $204.31 |
| 2024 Q2 | REDUCED | 11,850 | -122 | -1.0% | 1.06% | $2.4M | $194.90 |
| 2024 Q1 | ADDED | 11,972 | +10,000 | +507.1% | 1.09% | $2.4M | $191.89 |
| 2023 Q4 | REDUCED | 1,972 | -160 | -7.5% | 0.31% | $335K | $161.96 |
| 2023 Q3 | REDUCED | 2,132 | -11,735 | -84.6% | 0.12% | $237K | $137.07 |
As of 2025 Q4 — sorted by position size