Desjardins Global Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.02M | Sell |
23,648
-7,623
| -24% | -$1.3M | 0.43% | 39 |
|
|
2023
Q3 | $4.54M | Sell |
31,271
-9,295
| -23% | -$1.35M | 0.49% | 36 |
|
|
2023
Q2 | $5.9M | Buy |
40,566
+7,317
| +22% | +$1.06M | 0.68% | 26 |
|
|
2023
Q1 | $4.33M | Buy |
33,249
+9,306
| +39% | +$1.21M | 0.55% | 33 |
|
|
2022
Q4 | $3.21M | Sell |
23,943
-12,123
| -34% | -$1.63M | 0.51% | 31 |
|
|
2022
Q3 | $3.77M | Sell |
36,066
-7,323
| -17% | -$765K | 0.48% | 33 |
|
|
2022
Q2 | $4.89M | Sell |
43,389
-68,299
| -61% | -$7.69M | 0.64% | 24 |
|
|
2022
Q1 | $15.2M | Buy |
111,688
+26,995
| +32% | +$3.68M | 1.33% | 11 |
|
|
2021
Q4 | $13.4M | Buy |
+84,693
| New | +$13.4M | 1.15% | 12 |
|