DoubleLine ETF Adviser’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-43,994
| Closed | -$9.28M | – | 187 |
|
|
2024
Q3 | $9.28M | Sell |
43,994
-3,764
| -8% | -$794K | 2.26% | 7 |
|
|
2024
Q2 | $9.66M | Sell |
47,758
-1,920
| -4% | -$388K | 2.54% | 10 |
|
|
2024
Q1 | $9.95M | Buy |
49,678
+1,269
| +3% | +$254K | 2.53% | 7 |
|
|
2023
Q4 | $8.23M | Buy |
48,409
+3,649
| +8% | +$621K | 2.38% | 8 |
|
|
2023
Q3 | $6.49M | Buy |
44,760
+2,319
| +5% | +$336K | 2.33% | 11 |
|
|
2023
Q2 | $6.17M | Buy |
42,441
+9,120
| +27% | +$1.33M | 2.28% | 8 |
|
|
2023
Q1 | $4.34M | Sell |
33,321
-8,044
| -19% | -$1.05M | 1.85% | 11 |
|
|
2022
Q4 | $5.55M | Buy |
+41,365
| New | +$5.55M | 2.85% | 5 |
|