DTIM
Danda Trouve Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $27K | Buy |
260
+2
| +0.8% | +$208 | 0.05% | 61 |
|
|
2022
Q2 | $29K | Buy |
258
+2
| +0.8% | +$225 | 0.04% | 55 |
|
|
2022
Q1 | $35K | Buy |
256
+2
| +0.8% | +$273 | 0.04% | 63 |
|
|
2021
Q4 | $40K | Buy |
254
+2
| +0.8% | +$315 | 0.05% | 77 |
|
|
2021
Q3 | $41K | Buy |
252
+1
| +0.4% | +$163 | 0.05% | 75 |
|
|
2021
Q2 | $39K | Buy |
251
+1
| +0.4% | +$155 | 0.05% | 69 |
|
|
2021
Q1 | $38K | Sell |
250
-623
| -71% | -$94.7K | 0.05% | 65 |
|
|
2020
Q4 | $111K | Buy |
873
+527
| +152% | +$67K | 0.14% | 46 |
|
|
2020
Q3 | $33K | Sell |
346
-863
| -71% | -$82.3K | 0.05% | 72 |
|
|
2020
Q2 | $114K | Sell |
1,209
-312
| -21% | -$29.4K | 0.17% | 40 |
|
|
2020
Q1 | $137K | Buy |
1,521
+358
| +31% | +$32.2K | 0.28% | 30 |
|
|
2019
Q4 | $162K | Buy |
+1,163
| New | +$162K | 0.23% | 36 |
|