IndexIQ Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $202K | Buy |
1,482
+964
| +186% | +$131K | 0.01% | 1029 |
|
|
2021
Q4 | $82K | Buy |
+518
| New | +$82K | ﹤0.01% | 1099 |
|
|
2021
Q1 | – | Sell |
-21,038
| Closed | -$2.67M | – | 1226 |
|
|
2020
Q4 | $2.67M | Hold |
21,038
| – | – | 0.1% | 156 |
|
|
2020
Q3 | $2.03M | Sell |
21,038
-107
| -0.5% | -$10.3K | 0.08% | 175 |
|
|
2020
Q2 | $1.99M | Buy |
21,145
+25
| +0.1% | +$2.35K | 0.09% | 171 |
|
|
2020
Q1 | $1.9M | Buy |
+21,120
| New | +$1.9M | 0.09% | 165 |
|
|
2018
Q1 | – | Sell |
-8,769
| Closed | -$938K | – | 619 |
|
|
2017
Q4 | $938K | Buy |
+8,769
| New | +$938K | 0.03% | 398 |
|