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DB Wealth Management Group, LLC

SEC CIK
0001843991
Latest filing
Jan 9, 2024

JPM holding history

JPMorgan Chase & Co in every 13F filed by DB Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q4 2023 holdings

Shares (Q4 2023)
1,439
Value
$244.8K
% of portfolio
0.1%
Quarters held
12
Since Q1 2021
Holdings of JPM by DB Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20231,439$244.8K0.1%+1+0.1%AddedHolders
Q3 20231,438$208.6K0.1%00.0%UnchangedHolders
Q2 20231,438$209.1K0.1%+1+0.1%AddedHolders
Q1 20231,437$187.2K0.1%+1+0.1%AddedHolders
Q4 20221,436$192.6K0.1%+1+0.1%AddedHolders
Q3 20221,435$150.0K0.1%+1+0.1%AddedHolders
Q2 20221,434$162.0K0.1%00.0%UnchangedHolders
Q1 20221,434$195.0K0.1%+1+0.1%AddedHolders
Q4 20211,433$227.0K0.1%+1+0.1%AddedHolders
Q3 20211,432$234.0K0.2%00.0%UnchangedHolders
Q2 20211,432$223.0K0.1%+1+0.1%AddedHolders
Q1 20211,431$218.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.