DA
JPM icon

DSC Advisors’s JPMorgan Chase JPM Stock Holding History

DSC Advisors’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
2022
Q4 		– Sell
-7,193
Closed -$752K – 53
2022
Q3 		$752K Sell
7,193
-1,640
-19% -$188K 0.77% 23
2022
Q2 		$995K Buy
8,833
+440
+5% +$54.5K 0.99% 18
2022
Q1 		$1.14M Buy
8,393
+5,266
+168% +$777K 0.39% 22
2021
Q4 		$495K Sell
3,127
-338
-10% -$55.5K 0.38% 31
2021
Q3 		$567K Buy
3,465
+224
+7% +$35.1K 0.58% 30
2021
Q2 		$504K Sell
3,241
-442
-12% -$69.4K 0.36% 35
2021
Q1 		$561K Buy
+3,683
New +$530K 0.35% 35
2020
Q1 		– Sell
-2,261
Closed -$315K – 55
2019
Q4 		$315K Buy
2,261
+176
+8% +$22.6K 0.15% 57
2019
Q3 		$245K Sell
2,085
-115,886
-98% -$13.1M 0.05% 77
2019
Q2 		$13.2M Buy
117,971
+111
+0.1% +$12.2K 2.32% 6
2019
Q1 		$11.9M Sell
117,860
-159
-0.1% -$16.4K 2.19% 7
2018
Q4 		$11.5M Buy
118,019
+23
+0% +$2.45K 1.39% 10
2018
Q3 		$13.3M Buy
117,996
+328
+0.3% +$37.2K 1.79% 7
2018
Q2 		$12.3M Sell
117,668
-249
-0.2% -$27.3K 1.99% 8
2018
Q1 		$13M Buy
117,917
+118
+0.1% +$13.4K 2.72% 10
2017
Q4 		$12.6M Buy
117,799
+234
+0.2% +$23.7K 7.31% 4
2017
Q3 		$11.2M Sell
117,565
-94
-0.1% -$8.67K 3.58% 5
2017
Q2 		$10.8M Buy
117,659
+170
+0.1% +$14.7K 3.54% 6
2017
Q1 		$10.3M Sell
117,489
-40,117
-25% -$3.54M 7.03% 4
2016
Q4 		$13.6M Sell
157,606
-328
-0.2% -$25K 7.71% 2
2016
Q3 		$10.5M Sell
157,934
-17
-0% -$1.11K 6.39% 4
2016
Q2 		$9.81M Buy
157,951
+129,873
+463% +$8.11M 6.18% 3
2016
Q1 		$1.66M Buy
+28,078
New +$1.64M 0.99% 25

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

DSC Advisors's JPM Position: Q4 2022 in Review

DSC Advisors sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 7,193 shares — an estimated $752K sold.

DSC Advisors first reported a position in JPM in Q1 2016 and held it in 23 quarters. The position peaked at $13.6M in Q4 2016. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • DSC Advisors reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
  • DSC Advisors sold 7,193 JPMorgan Chase shares in Q4 2022, an estimated $752K.
  • DSC Advisors first reported a position in JPMorgan Chase in Q1 2016 and held it in 23 quarters.
  • DSC Advisors's JPMorgan Chase position peaked at $13.6M in Q4 2016.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on DSC Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.