DFPG Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.82M | Buy |
51,506
+6,315
| +14% | +$1.08M | 0.69% | 28 |
|
|
2023
Q3 | $6.52M | Buy |
45,191
+4,125
| +10% | +$595K | 0.61% | 30 |
|
|
2023
Q2 | $6.33M | Buy |
41,066
+6,491
| +19% | +$1M | 0.57% | 34 |
|
|
2023
Q1 | $4.51M | Buy |
34,575
+11,225
| +48% | +$1.46M | 0.48% | 41 |
|
|
2022
Q4 | $3.26M | Buy |
23,350
+5,477
| +31% | +$765K | 0.54% | 39 |
|
|
2022
Q3 | $2.19M | Buy |
17,873
+546
| +3% | +$66.7K | 0.93% | 34 |
|
|
2022
Q2 | $1.94M | Buy |
17,327
+2,756
| +19% | +$308K | 0.84% | 35 |
|
|
2022
Q1 | $1.87M | Buy |
14,571
+1,913
| +15% | +$246K | 0.73% | 40 |
|
|
2021
Q4 | $1.87M | Sell |
12,658
-1,841
| -13% | -$272K | 0.78% | 35 |
|
|
2021
Q3 | $2.37M | Sell |
14,499
-158
| -1% | -$25.8K | 0.9% | 32 |
|
|
2021
Q2 | $2.28M | Buy |
14,657
+822
| +6% | +$128K | 0.86% | 35 |
|
|
2021
Q1 | $2.13M | Buy |
13,835
+272
| +2% | +$41.8K | 0.91% | 33 |
|
|
2020
Q4 | $1.85M | Sell |
13,563
-794
| -6% | -$108K | 0.85% | 31 |
|
|
2020
Q3 | $1.43M | Buy |
14,357
+1,528
| +12% | +$152K | 0.76% | 33 |
|
|
2020
Q2 | $1.18M | Sell |
12,829
-1,750
| -12% | -$162K | 0.72% | 35 |
|
|
2020
Q1 | $1.32M | Buy |
14,579
+2,125
| +17% | +$193K | 0.99% | 22 |
|
|
2019
Q4 | $1.7M | Buy |
12,454
+513
| +4% | +$70.1K | 1.11% | 19 |
|
|
2019
Q3 | $1.34M | Buy |
11,941
+6,840
| +134% | +$765K | 1.1% | 21 |
|
|
2019
Q2 | $578K | Sell |
5,101
-2,483
| -33% | -$281K | 0.55% | 53 |
|
|
2019
Q1 | $801K | Sell |
7,584
-305
| -4% | -$32.2K | 0.86% | 35 |
|
|
2018
Q4 | $770K | Buy |
+7,889
| New | +$770K | 1.02% | 32 |
|