DFPG Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.82M | Buy |
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|
2023
Q3 | $6.52M | Buy |
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|
2023
Q2 | $6.33M | Buy |
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|
2023
Q1 | $4.51M | Buy |
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|
2022
Q4 | $3.26M | Buy |
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|
2022
Q3 | $2.19M | Buy |
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|
2022
Q2 | $1.94M | Buy |
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|
2022
Q1 | $1.87M | Buy |
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|
2021
Q4 | $1.87M | Sell |
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|
2021
Q3 | $2.37M | Sell |
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|
2021
Q2 | $2.28M | Buy |
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|
2021
Q1 | $2.13M | Buy |
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|
2020
Q4 | $1.84M | Sell |
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|
2020
Q3 | $1.43M | Buy |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $1.32M | Buy |
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|
2019
Q4 | $1.7M | Buy |
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|
2019
Q3 | $1.33M | Buy |
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|
2019
Q2 | $578K | Sell |
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|
2019
Q1 | $801K | Sell |
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|
2018
Q4 | $770K | Buy |
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