DJYG
David J. Yvars Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+768
| New | +$223K | 0.13% | 74 |
|
|
2024
Q4 | – | Sell |
-1,880
| Closed | -$396K | – | 82 |
|
|
2024
Q3 | $396K | Hold |
1,880
| – | – | 0.25% | 50 |
|
|
2024
Q2 | $380K | Buy |
1,880
+123
| +7% | +$24.9K | 0.24% | 49 |
|
|
2024
Q1 | $352K | Hold |
1,757
| – | – | 0.24% | 53 |
|
|
2023
Q4 | $299K | Hold |
1,757
| – | – | 0.24% | 51 |
|
|
2023
Q3 | $255K | Hold |
1,757
| – | – | 0.21% | 58 |
|
|
2023
Q2 | $256K | Buy |
1,757
+52
| +3% | +$7.56K | 0.21% | 61 |
|
|
2023
Q1 | $222K | Buy |
1,705
+177
| +12% | +$23.1K | 0.2% | 64 |
|
|
2022
Q4 | $205K | Buy |
+1,528
| New | +$205K | 0.26% | 57 |
|
|
2022
Q2 | – | Sell |
-2,539
| Closed | -$346K | – | 70 |
|
|
2022
Q1 | $346K | Sell |
2,539
-715
| -22% | -$97.4K | 0.24% | 54 |
|
|
2021
Q4 | $515K | Buy |
3,254
+15
| +0.5% | +$2.37K | 0.32% | 42 |
|
|
2021
Q3 | $541K | Buy |
3,239
+6
| +0.2% | +$1K | 0.32% | 45 |
|
|
2021
Q2 | $503K | Buy |
3,233
+200
| +7% | +$31.1K | 0.28% | 52 |
|
|
2021
Q1 | $462K | Buy |
3,033
+381
| +14% | +$58K | 0.29% | 47 |
|
|
2020
Q4 | $337K | Buy |
+2,652
| New | +$337K | 0.23% | 54 |
|