CQS
Credential Qtrade Securities’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.43M | Buy |
7,132
+945
| +15% | +$189K | 0.08% | 111 |
|
|
2023
Q4 | $1.05M | Sell |
6,187
-716
| -10% | -$122K | 0.06% | 129 |
|
|
2023
Q3 | $1M | Buy |
6,903
+183
| +3% | +$26.5K | 0.07% | 127 |
|
|
2023
Q2 | $977K | Buy |
6,720
+1,207
| +22% | +$176K | 0.06% | 130 |
|
|
2023
Q1 | $718K | Buy |
5,513
+2,265
| +70% | +$295K | 0.05% | 157 |
|
|
2022
Q4 | $436K | Sell |
3,248
-8,879
| -73% | -$1.19M | 0.03% | 193 |
|
|
2022
Q3 | $1.27M | Buy |
12,127
+612
| +5% | +$64K | 0.1% | 102 |
|
|
2022
Q2 | $1.3M | Buy |
11,515
+8,457
| +277% | +$952K | 0.09% | 106 |
|
|
2022
Q1 | $417K | Sell |
3,058
-3,173
| -51% | -$433K | 0.03% | 202 |
|
|
2021
Q4 | $987K | Sell |
6,231
-4,192
| -40% | -$664K | 0.07% | 139 |
|
|
2021
Q3 | $1.71M | Buy |
10,423
+131
| +1% | +$21.4K | 0.13% | 81 |
|
|
2021
Q2 | $1.6M | Sell |
10,292
-3,423
| -25% | -$532K | 0.13% | 87 |
|
|
2021
Q1 | $2.09M | Sell |
13,715
-73
| -0.5% | -$11.1K | 0.19% | 71 |
|
|
2020
Q4 | $1.75M | Buy |
13,788
+80
| +0.6% | +$10.2K | 0.18% | 73 |
|
|
2020
Q3 | $1.32M | Sell |
13,708
-154
| -1% | -$14.8K | 0.15% | 82 |
|
|
2020
Q2 | $1.3M | Sell |
13,862
-854
| -6% | -$80.3K | 0.17% | 79 |
|
|
2020
Q1 | $1.32M | Sell |
14,716
-8,067
| -35% | -$726K | 0.22% | 66 |
|
|
2019
Q4 | $3.18M | Buy |
22,783
+569
| +3% | +$79.3K | 0.43% | 39 |
|
|
2019
Q3 | $2.61M | Sell |
22,214
-3,953
| -15% | -$465K | 0.4% | 38 |
|
|
2019
Q2 | $2.93M | Sell |
26,167
-1,228
| -4% | -$137K | 0.48% | 35 |
|
|
2019
Q1 | $2.77M | Sell |
27,395
-252
| -0.9% | -$25.5K | 0.51% | 36 |
|
|
2018
Q4 | $2.7M | Sell |
27,647
-3,454
| -11% | -$338K | 0.59% | 33 |
|
|
2018
Q3 | $3.51M | Buy |
+31,101
| New | +$3.51M | 0.71% | 29 |
|