DA
Duality Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-51,003
| Closed | -$5.74M | – | 642 |
|
|
2022
Q2 | $5.74M | Buy |
+51,003
| New | +$5.74M | 0.57% | 9 |
|
|
2022
Q1 | – | Sell |
-25,323
| Closed | -$4.01M | – | 731 |
|
|
2021
Q4 | $4.01M | Buy |
+25,323
| New | +$4.01M | 0.43% | 63 |
|
|
2021
Q3 | – | Sell |
-52,352
| Closed | -$8.14M | – | 627 |
|
|
2021
Q2 | $8.14M | Buy |
+52,352
| New | +$8.14M | 0.72% | 13 |
|
|
2020
Q3 | – | Sell |
-6,720
| Closed | -$632K | – | 617 |
|
|
2020
Q2 | $632K | Buy |
+6,720
| New | +$632K | 0.06% | 291 |
|
|
2020
Q1 | – | Sell |
-10,502
| Closed | -$1.46M | – | 172 |
|
|
2019
Q4 | $1.46M | Sell |
10,502
-48,478
| -82% | -$6.76M | 0.09% | 230 |
|
|
2019
Q3 | $6.94M | Buy |
+58,980
| New | +$6.94M | 0.39% | 74 |
|