Industrial Alliance Investment 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
Q3 | – | Sell |
-5,397
| Closed | -$785K | – | 90 |
|
|
2023
Q2 | $785K | Sell |
5,397
-342,832
| -98% | -$49.9M | 0.41% | 13 |
|
|
2023
Q1 | $45.4M | Sell |
348,229
-166,466
| -32% | -$21.7M | 1.26% | 18 |
|
|
2022
Q4 | $69M | Buy |
514,695
+130,296
| +34% | +$17.5M | 1.92% | 10 |
|
|
2022
Q3 | $40.2M | Buy |
384,399
+46,172
| +14% | +$4.83M | 1.18% | 15 |
|
|
2022
Q2 | $38.1M | Buy |
338,227
+17,225
| +5% | +$1.94M | 1.09% | 19 |
|
|
2022
Q1 | $43.8M | Buy |
321,002
+46,179
| +17% | +$6.3M | 1.04% | 18 |
|
|
2021
Q4 | $43.5M | Buy |
+274,823
| New | +$43.5M | 1% | 19 |
|