DCM
Dynamic Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,377
| Closed | -$266K | – | 56 |
|
|
2019
Q2 | $266K | Buy |
+2,377
| New | +$266K | 1.32% | 27 |
|
|
2018
Q4 | – | Sell |
-4,150
| Closed | -$468K | – | 68 |
|
|
2018
Q3 | $468K | Buy |
+4,150
| New | +$468K | 0.63% | 39 |
|
|
2018
Q1 | – | Sell |
-11,663
| Closed | -$1.25M | – | 172 |
|
|
2017
Q4 | $1.25M | Buy |
+11,663
| New | +$1.25M | 0.43% | 58 |
|
|
2016
Q4 | – | Sell |
-16,000
| Closed | -$1.07M | – | 416 |
|
|
2016
Q3 | $1.07M | Buy |
+16,000
| New | +$1.07M | 0.14% | 226 |
|
|
2016
Q2 | – | Sell |
-5,600
| Closed | -$332K | – | 448 |
|
|
2016
Q1 | $332K | Buy |
5,600
+1,649
| +42% | +$97.8K | 0.12% | 230 |
|
|
2015
Q4 | $261K | Buy |
+3,951
| New | +$261K | 0.12% | 280 |
|
|
2014
Q1 | – | Sell |
-5,026
| Closed | -$294K | – | 456 |
|
|
2013
Q4 | $294K | Sell |
5,026
-19,722
| -80% | -$1.15M | 0.06% | 356 |
|
|
2013
Q3 | $1.28M | Buy |
+24,748
| New | +$1.28M | 0.29% | 105 |
|