Enterprise Trust & Investment’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $65K | Buy |
579
+219
| +61% | +$24.6K | 0.03% | 115 |
|
|
2022
Q1 | $49K | Hold |
360
| – | – | 0.02% | 126 |
|
|
2021
Q4 | $57K | Hold |
360
| – | – | 0.02% | 126 |
|
|
2021
Q3 | $59K | Hold |
360
| – | – | 0.02% | 124 |
|
|
2021
Q2 | $56K | Buy |
+360
| New | +$56K | 0.02% | 123 |
|
|
2020
Q1 | – | Sell |
-6,559
| Closed | -$914K | – | 193 |
|
|
2019
Q4 | $914K | Hold |
6,559
| – | – | 0.51% | 52 |
|
|
2019
Q3 | $772K | Sell |
6,559
-551
| -8% | -$64.9K | 0.47% | 53 |
|
|
2019
Q2 | $795K | Buy |
+7,110
| New | +$795K | 0.49% | 53 |
|