DAS
Dynamic Advisor Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Sell |
82,557
-205
| -0.2% | -$59.4K | 0.74% | 28 |
|
|
2025
Q1 | $20.3M | Sell |
82,762
-3,357
| -4% | -$823K | 0.67% | 33 |
|
|
2024
Q4 | $20.6M | Sell |
86,119
-7,624
| -8% | -$1.83M | 0.89% | 22 |
|
|
2024
Q3 | $19.8M | Sell |
93,743
-2,021
| -2% | -$426K | 0.59% | 34 |
|
|
2024
Q2 | $19.4M | Buy |
95,764
+1,741
| +2% | +$352K | 0.61% | 30 |
|
|
2024
Q1 | $18.8M | Sell |
94,023
-1,268
| -1% | -$254K | 0.64% | 26 |
|
|
2023
Q4 | $16.4M | Buy |
95,291
+24,353
| +34% | +$4.2M | 0.61% | 27 |
|
|
2023
Q3 | $10.3M | Buy |
70,938
+2,246
| +3% | +$326K | 0.49% | 43 |
|
|
2023
Q2 | $9.99M | Buy |
68,692
+2,883
| +4% | +$419K | 0.52% | 38 |
|
|
2023
Q1 | $8.58M | Buy |
65,809
+652
| +1% | +$85K | 0.5% | 39 |
|
|
2022
Q4 | $8.74M | Sell |
65,157
-192
| -0.3% | -$25.7K | 0.6% | 35 |
|
|
2022
Q3 | $6.83M | Buy |
65,349
+3,937
| +6% | +$411K | 0.52% | 36 |
|
|
2022
Q2 | $6.92M | Sell |
61,412
-6,856
| -10% | -$772K | 0.53% | 41 |
|
|
2022
Q1 | $9.31M | Buy |
68,268
+6,380
| +10% | +$870K | 0.65% | 31 |
|
|
2021
Q4 | $9.8M | Buy |
61,888
+2,766
| +5% | +$438K | 0.7% | 31 |
|
|
2021
Q3 | $9.68M | Buy |
59,122
+1,384
| +2% | +$227K | 0.73% | 22 |
|
|
2021
Q2 | $8.98M | Buy |
57,738
+5,726
| +11% | +$891K | 0.71% | 23 |
|
|
2021
Q1 | $7.92M | Sell |
52,012
-9,325
| -15% | -$1.42M | 0.74% | 23 |
|
|
2020
Q4 | $7.79M | Buy |
61,337
+3,781
| +7% | +$480K | 0.73% | 22 |
|
|
2020
Q3 | $5.54M | Buy |
57,556
+1,986
| +4% | +$191K | 0.63% | 25 |
|
|
2020
Q2 | $5.23M | Buy |
55,570
+3,220
| +6% | +$303K | 0.71% | 22 |
|
|
2020
Q1 | $4.71M | Sell |
52,350
-662
| -1% | -$59.6K | 0.86% | 17 |
|
|
2019
Q4 | $7.39M | Buy |
53,012
+153
| +0.3% | +$21.3K | 1.01% | 14 |
|
|
2019
Q3 | $6.22M | Buy |
52,859
+16
| +0% | +$1.88K | 0.97% | 16 |
|
|
2019
Q2 | $5.91M | Buy |
52,843
+6,038
| +13% | +$675K | 0.95% | 18 |
|
|
2019
Q1 | $4.74M | Buy |
46,805
+4,479
| +11% | +$453K | 0.89% | 19 |
|
|
2018
Q4 | $4.38M | Buy |
42,326
+4,939
| +13% | +$511K | 0.93% | 19 |
|
|
2018
Q3 | $4.22M | Buy |
37,387
+763
| +2% | +$86.1K | 0.88% | 24 |
|
|
2018
Q2 | $3.82M | Buy |
36,624
+6,721
| +22% | +$700K | 0.87% | 25 |
|
|
2018
Q1 | $3.29M | Buy |
29,903
+12,321
| +70% | +$1.35M | 0.84% | 28 |
|
|
2017
Q4 | $1.88M | Buy |
17,582
+999
| +6% | +$107K | 0.62% | 50 |
|
|
2017
Q3 | $1.58M | Buy |
16,583
+610
| +4% | +$58.3K | 0.63% | 50 |
|
|
2017
Q2 | $1.46M | Sell |
15,973
-28
| -0.2% | -$2.56K | 0.56% | 54 |
|
|
2017
Q1 | $1.41M | Buy |
16,001
+1,589
| +11% | +$140K | 0.55% | 54 |
|
|
2016
Q4 | $1.24M | Buy |
14,412
+1,205
| +9% | +$104K | 0.5% | 65 |
|
|
2016
Q3 | $879K | Buy |
13,207
+8,417
| +176% | +$560K | 0.33% | 91 |
|
|
2016
Q2 | $298K | Sell |
4,790
-707
| -13% | -$44K | 0.12% | 164 |
|
|
2016
Q1 | $326K | Buy |
5,497
+419
| +8% | +$24.8K | 0.14% | 160 |
|
|
2015
Q4 | $335K | Buy |
+5,078
| New | +$335K | 0.14% | 169 |
|
|
2015
Q2 | – | Sell |
-7,001
| Closed | -$424K | – | 174 |
|
|
2015
Q1 | $424K | Buy |
+7,001
| New | +$424K | 0.21% | 130 |
|
|
2014
Q1 | – | Sell |
-4,685
| Closed | -$274K | – | 208 |
|
|
2013
Q4 | $274K | Buy |
+4,685
| New | +$274K | 0.2% | 159 |
|