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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
2017
Q3 		– Sell
-60,000
Closed -$5.48M – 73
2017
Q2 		$5.48M Buy
+60,000
New +$5.18M 1.81% 17
2016
Q2 		– Sell
-130,000
Closed -$213K – 63
2016
Q1 		$213K Buy
+130,000
New +$7.59M 0.13% 51

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.