DA
DSC Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,193
| Closed | -$752K | – | 52 |
|
|
2022
Q3 | $752K | Sell |
7,193
-1,640
| -19% | -$171K | 0.77% | 22 |
|
|
2022
Q2 | $995K | Buy |
8,833
+440
| +5% | +$49.6K | 0.99% | 18 |
|
|
2022
Q1 | $1.14M | Buy |
8,393
+5,266
| +168% | +$718K | 0.39% | 19 |
|
|
2021
Q4 | $495K | Sell |
3,127
-338
| -10% | -$53.5K | 0.38% | 29 |
|
|
2021
Q3 | $567K | Buy |
3,465
+224
| +7% | +$36.7K | 0.58% | 28 |
|
|
2021
Q2 | $504K | Sell |
3,241
-442
| -12% | -$68.7K | 0.36% | 30 |
|
|
2021
Q1 | $561K | Buy |
+3,683
| New | +$561K | 0.35% | 29 |
|
|
2020
Q1 | – | Sell |
-2,261
| Closed | -$315K | – | 52 |
|
|
2019
Q4 | $315K | Buy |
2,261
+176
| +8% | +$24.5K | 0.15% | 52 |
|
|
2019
Q3 | $245K | Sell |
2,085
-115,886
| -98% | -$13.6M | 0.05% | 62 |
|
|
2019
Q2 | $13.2M | Buy |
117,971
+111
| +0.1% | +$12.4K | 2.32% | 3 |
|
|
2019
Q1 | $11.9M | Sell |
117,860
-159
| -0.1% | -$16.1K | 2.19% | 5 |
|
|
2018
Q4 | $11.5M | Buy |
118,019
+23
| +0% | +$2.25K | 1.39% | 7 |
|
|
2018
Q3 | $13.3M | Buy |
117,996
+328
| +0.3% | +$37K | 1.79% | 4 |
|
|
2018
Q2 | $12.3M | Sell |
117,668
-249
| -0.2% | -$25.9K | 1.99% | 4 |
|
|
2018
Q1 | $13M | Buy |
117,917
+118
| +0.1% | +$13K | 2.72% | 5 |
|
|
2017
Q4 | $12.6M | Buy |
117,799
+234
| +0.2% | +$25K | 7.31% | 4 |
|
|
2017
Q3 | $11.2M | Sell |
117,565
-94
| -0.1% | -$8.98K | 3.58% | 4 |
|
|
2017
Q2 | $10.8M | Buy |
117,659
+170
| +0.1% | +$15.5K | 3.54% | 4 |
|
|
2017
Q1 | $10.3M | Sell |
117,489
-40,117
| -25% | -$3.52M | 7.03% | 4 |
|
|
2016
Q4 | $13.6M | Sell |
157,606
-328
| -0.2% | -$28.3K | 7.71% | 2 |
|
|
2016
Q3 | $10.5M | Sell |
157,934
-17
| -0% | -$1.13K | 6.39% | 4 |
|
|
2016
Q2 | $9.82M | Buy |
157,951
+129,873
| +463% | +$8.07M | 6.18% | 3 |
|
|
2016
Q1 | $1.66M | Buy |
+28,078
| New | +$1.66M | 0.99% | 24 |
|