DACG
Donor Advised Charitable Giving’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,150
| Closed | -$490K | – | 81 |
|
|
2021
Q2 | $490K | Hold |
3,150
| – | – | 0.06% | 87 |
|
|
2021
Q1 | $480K | Hold |
3,150
| – | – | 0.05% | 86 |
|
|
2020
Q4 | $400K | Hold |
3,150
| – | – | 0.05% | 92 |
|
|
2020
Q3 | $303K | Hold |
3,150
| – | – | 0.09% | 48 |
|
|
2020
Q2 | $296K | Hold |
3,150
| – | – | 0.11% | 41 |
|
|
2020
Q1 | $284K | Sell |
3,150
-4,475
| -59% | -$403K | 0.14% | 37 |
|
|
2019
Q4 | $1.06M | Sell |
7,625
-200
| -3% | -$27.9K | 0.57% | 8 |
|
|
2019
Q3 | $921K | Sell |
7,825
-250
| -3% | -$29.4K | 0.72% | 9 |
|
|
2019
Q2 | $903K | Buy |
8,075
+2,025
| +33% | +$226K | 0.73% | 11 |
|
|
2019
Q1 | $612K | Sell |
6,050
-2,000
| -25% | -$202K | 0.51% | 13 |
|
|
2018
Q4 | $786K | Buy |
+8,050
| New | +$786K | 0.92% | 8 |
|