Ayalon Insurance Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-563
| Closed | -$73K | – | 99 |
|
|
2023
Q1 | $73K | Hold |
563
| – | – | 0.03% | 79 |
|
|
2022
Q4 | $75K | Hold |
563
| – | – | 0.04% | 87 |
|
|
2022
Q3 | $59K | Hold |
563
| – | – | 0.03% | 90 |
|
|
2022
Q2 | $63K | Sell |
563
-10,208
| -95% | -$1.14M | 0.03% | 83 |
|
|
2022
Q1 | $1.47M | Sell |
10,771
-4,035
| -27% | -$550K | 0.5% | 54 |
|
|
2021
Q4 | $2.35M | Buy |
14,806
+128
| +0.9% | +$20.3K | 0.8% | 37 |
|
|
2021
Q3 | $2.45M | Sell |
14,678
-1,753
| -11% | -$293K | 0.88% | 34 |
|
|
2021
Q2 | $2.58M | Buy |
16,431
+2,088
| +15% | +$328K | 0.86% | 35 |
|
|
2021
Q1 | $2.21M | Sell |
14,343
-831
| -5% | -$128K | 0.86% | 36 |
|
|
2020
Q4 | $1.93M | Buy |
15,174
+83
| +0.5% | +$10.5K | 0.87% | 35 |
|
|
2020
Q3 | $1.45M | Buy |
15,091
+820
| +6% | +$78.9K | 0.8% | 34 |
|
|
2020
Q2 | $1.34M | Buy |
14,271
+1,135
| +9% | +$106K | 0.78% | 41 |
|
|
2020
Q1 | $1.11M | Buy |
13,136
+310
| +2% | +$26.1K | 0.82% | 40 |
|
|
2019
Q4 | $1.79M | Sell |
12,826
-56
| -0.4% | -$7.81K | 1.08% | 26 |
|
|
2019
Q3 | $1.49M | Hold |
12,882
| – | – | 1% | 29 |
|
|
2019
Q2 | $1.46M | Buy |
12,882
+900
| +8% | +$102K | 0.99% | 29 |
|
|
2019
Q1 | $1.25M | Buy |
11,982
+411
| +4% | +$43K | 0.9% | 30 |
|
|
2018
Q4 | $1.13M | Hold |
11,571
| – | – | 0.91% | 30 |
|
|
2018
Q3 | $1.32M | Hold |
11,571
| – | – | 1.06% | 27 |
|
|
2018
Q2 | $1.21M | Buy |
11,571
+1,671
| +17% | +$174K | 1.01% | 27 |
|
|
2018
Q1 | $1.09M | Hold |
9,900
| – | – | 0.91% | 26 |
|
|
2017
Q4 | $1.06M | Buy |
+9,900
| New | +$1.06M | 0.86% | 26 |
|