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DFPG Investments’s JPMorgan Chase JPM Stock Holding History

DFPG Investments’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$8.82M Buy
51,506
+6,315
+14% +$957K 0.69% 28
2023
Q3 		$6.52M Buy
45,191
+4,125
+10% +$618K 0.61% 30
2023
Q2 		$6.33M Buy
41,066
+6,491
+19% +$893K 0.57% 34
2023
Q1 		$4.51M Buy
34,575
+11,225
+48% +$1.54M 0.48% 41
2022
Q4 		$3.26M Buy
23,350
+5,477
+31% +$694K 0.54% 39
2022
Q3 		$2.19M Buy
17,873
+546
+3% +$62.7K 0.93% 34
2022
Q2 		$1.94M Buy
17,327
+2,756
+19% +$341K 0.84% 35
2022
Q1 		$1.87M Buy
14,571
+1,913
+15% +$282K 0.73% 40
2021
Q4 		$1.87M Sell
12,658
-1,841
-13% -$302K 0.78% 35
2021
Q3 		$2.37M Sell
14,499
-158
-1% -$24.8K 0.9% 32
2021
Q2 		$2.28M Buy
14,657
+822
+6% +$129K 0.86% 35
2021
Q1 		$2.13M Buy
13,835
+272
+2% +$39.1K 0.91% 33
2020
Q4 		$1.84M Sell
13,563
-794
-6% -$88.7K 0.85% 31
2020
Q3 		$1.43M Buy
14,357
+1,528
+12% +$150K 0.76% 33
2020
Q2 		$1.18M Sell
12,829
-1,750
-12% -$166K 0.72% 35
2020
Q1 		$1.32M Buy
14,579
+2,125
+17% +$258K 0.99% 22
2019
Q4 		$1.7M Buy
12,454
+513
+4% +$65.8K 1.11% 19
2019
Q3 		$1.33M Buy
11,941
+6,840
+134% +$774K 1.1% 21
2019
Q2 		$578K Sell
5,101
-2,483
-33% -$274K 0.55% 53
2019
Q1 		$801K Sell
7,584
-305
-4% -$31.4K 0.86% 35
2018
Q4 		$770K Buy
+7,889
New +$841K 1.02% 32

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

DFPG Investments's JPM Position: Q4 2023 in Review

DFPG Investments increased its JPMorgan Chase (JPM) stake by 14% in Q4 2023, buying an estimated $957K and bringing the position to 51,506 shares worth $8.82M. The position accounts for 0.69% of the portfolio, ranked #28.

DFPG Investments first reported a position in JPM in Q4 2018 and has held it in 21 quarters since. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • DFPG Investments held 51,506 shares of JPMorgan Chase worth $8.82M as of Q4 2023.
  • DFPG Investments bought 6,315 JPMorgan Chase shares in Q4 2023, an estimated $957K.
  • JPMorgan Chase made up 0.69% of DFPG Investments's portfolio in Q4 2023, its #28 holding.
  • DFPG Investments first reported a position in JPMorgan Chase in Q4 2018 and has held it in 21 quarters since.
  • 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.