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DFPG INVESTMENTS, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DFPG INVESTMENTS, LLC on JPM, newest first. How the timeline and the estimate are built.

DFPG INVESTMENTS, LLC held 51,506 JPM shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 51,506 shares
    Change vs previous 13F +6,315 shares

    0.69% of the 13F portfolio, value $8,824,510.

    13F-HR 0001085146-24-000121 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-09-30
    13F 45,191 shares
    Change vs previous 13F +4,125 shares

    0.61% of the 13F portfolio, value $6,520,592.

    13F-HR 0001085146-23-004278 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-06-30
    13F 41,066 shares
    Change vs previous 13F +6,491 shares

    0.57% of the 13F portfolio, value $6,334,474.

    13F-HR 0001085146-23-002878 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-03-31
    13F 34,575 shares
    Change vs previous 13F +11,225 shares

    0.48% of the 13F portfolio, value $4,505,439.

    13F-HR 0001085146-23-001603 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-12-31
    13F 23,350 shares
    Change vs previous 13F +5,477 shares

    0.54% of the 13F portfolio, value $3,260,380.

    13F-HR 0001085146-23-000578 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-09-30
    13F 17,873 shares
    Change vs previous 13F +546 shares

    0.93% of the 13F portfolio, value $2,185,000.

    13F-HR 0001085146-22-003571 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-06-30
    13F 17,327 shares
    Change vs previous 13F +2,756 shares

    0.84% of the 13F portfolio, value $1,937,000.

    13F-HR 0001085146-22-002660 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-03-31
    13F 14,571 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,872,000.

    13F-HR 0001085146-22-001505 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).