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JP Morgan Private Wealth Advisors’s Dolphin Entertainment DLPN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DLPN Stock Details DLPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-61,497
Closed -$1.5M – 2005
2021
Q3 		$1.5M Buy
61,497
+26,543
+76% +$563K ﹤0.01% 1024
2021
Q2 		$653K Buy
+34,954
New +$676K ﹤0.01% 1383

Other funds holding DLPN

EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DLPN Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Dolphin Entertainment (DLPN) in Q4 2021, closing a stake of 61,497 shares — an estimated $1.5M sold.

JP Morgan Private Wealth Advisors first reported a position in DLPN in Q2 2021 and held it in 2 quarters. The position peaked at $1.5M in Q3 2021. 25 funds tracked by Wall St. Rank hold DLPN as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Dolphin Entertainment position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 61,497 Dolphin Entertainment shares in Q4 2021, an estimated $1.5M.
  • JP Morgan Private Wealth Advisors first reported a position in Dolphin Entertainment in Q2 2021 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Dolphin Entertainment position peaked at $1.5M in Q3 2021.
  • 25 funds tracked by Wall St. Rank held Dolphin Entertainment as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.