Investors Financial Group’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 | – | Sell |
-6,461
| Closed | -$1.02M | – | 98 |
|
|
2021
Q4 | $1.02M | Buy |
6,461
+7
| +0.1% | +$1.11K | 0.48% | 57 |
|
|
2021
Q3 | $1.06M | Buy |
6,454
+655
| +11% | +$107K | 0.56% | 49 |
|
|
2021
Q2 | $902K | Buy |
5,799
+127
| +2% | +$19.8K | 0.48% | 60 |
|
|
2021
Q1 | $863K | Buy |
5,672
+1,446
| +34% | +$220K | 0.5% | 56 |
|
|
2020
Q4 | $537K | Buy |
4,226
+243
| +6% | +$30.9K | 0.35% | 80 |
|
|
2020
Q3 | $383K | Buy |
3,983
+204
| +5% | +$19.6K | 0.29% | 91 |
|
|
2020
Q2 | $355K | Buy |
3,779
+261
| +7% | +$24.5K | 0.29% | 91 |
|
|
2020
Q1 | $317K | Sell |
3,518
-1,777
| -34% | -$160K | 0.32% | 84 |
|
|
2019
Q4 | $738K | Buy |
+5,295
| New | +$738K | 0.6% | 46 |
|