J.P. Morgan Private Wealth Advisors’s DoubleVerify DV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$292K Sell
10,464
-21,094
-67% -$590K ﹤0.01% 1487
2023
Q2
$1.23M Buy
+31,558
New +$1.23M 0.01% 707
2023
Q1
Sell
-35,536
Closed -$780K 1956
2022
Q4
$780K Buy
+35,536
New +$780K ﹤0.01% 1268