DAM
Derbend Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.08M | Buy |
5,398
+485
| +10% | +$97.1K | 0.53% | 38 |
|
|
2023
Q4 | $836K | Buy |
4,913
+347
| +8% | +$59K | 0.48% | 40 |
|
|
2023
Q3 | $662K | Sell |
4,566
-128
| -3% | -$18.6K | 0.45% | 42 |
|
|
2023
Q2 | $683K | Buy |
4,694
+710
| +18% | +$103K | 0.46% | 30 |
|
|
2023
Q1 | $519K | Sell |
3,984
-232
| -6% | -$30.2K | 0.39% | 40 |
|
|
2022
Q4 | $565K | Sell |
4,216
-1,043
| -20% | -$140K | 0.45% | 41 |
|
|
2022
Q3 | $550K | Sell |
5,259
-12
| -0.2% | -$1.26K | 0.44% | 42 |
|
|
2022
Q2 | $594K | Sell |
5,271
-3,377
| -39% | -$381K | 0.5% | 39 |
|
|
2022
Q1 | $1.37M | Hold |
8,648
| – | – | 1.34% | 22 |
|
|
2021
Q4 | $1.37M | Sell |
8,648
-124
| -1% | -$19.6K | 1.34% | 22 |
|
|
2021
Q3 | $1.44M | Sell |
8,772
-581
| -6% | -$95.1K | 1.35% | 20 |
|
|
2021
Q2 | $1.46M | Buy |
+9,353
| New | +$1.46M | 1.36% | 23 |
|