JP Morgan Chase’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-37,679
| Closed | -$609K | – | 7263 |
|
|
2022
Q1 | $609K | Hold |
37,679
| – | – | ﹤0.01% | 4580 |
|
|
2021
Q4 | $242K | Sell |
37,679
-2,321
| -6% | -$14.9K | ﹤0.01% | 5244 |
|
|
2021
Q3 | $238K | Buy |
40,000
+10,000
| +33% | +$59.5K | ﹤0.01% | 5145 |
|
|
2021
Q2 | $202K | Hold |
30,000
| – | – | ﹤0.01% | 5246 |
|
|
2021
Q1 | $166K | Buy |
+30,000
| New | +$166K | ﹤0.01% | 5219 |
|
|
2020
Q4 | – | Sell |
-14,203
| Closed | -$60K | – | 6213 |
|
|
2020
Q3 | $60K | Sell |
14,203
-70,775
| -83% | -$299K | ﹤0.01% | 4893 |
|
|
2020
Q2 | $350K | Buy |
84,978
+24,500
| +41% | +$101K | ﹤0.01% | 4013 |
|
|
2020
Q1 | $317K | Buy |
60,478
+7,768
| +15% | +$40.7K | ﹤0.01% | 4065 |
|
|
2019
Q4 | $406K | Buy |
52,710
+27,834
| +112% | +$214K | ﹤0.01% | 4342 |
|
|
2019
Q3 | $203K | Hold |
24,876
| – | – | ﹤0.01% | 4625 |
|
|
2019
Q2 | $177K | Buy |
24,876
+4,652
| +23% | +$33.1K | ﹤0.01% | 4710 |
|
|
2019
Q1 | $139K | Sell |
20,224
-4,776
| -19% | -$32.8K | ﹤0.01% | 4770 |
|
|
2018
Q4 | $141K | Buy |
25,000
+4,481
| +22% | +$25.3K | ﹤0.01% | 4716 |
|
|
2018
Q3 | $117K | Buy |
20,519
+2,000
| +11% | +$11.4K | ﹤0.01% | 4892 |
|
|
2018
Q2 | $118K | Sell |
18,519
-1,488
| -7% | -$9.48K | ﹤0.01% | 4778 |
|
|
2018
Q1 | $124K | Hold |
20,007
| – | – | ﹤0.01% | 4527 |
|
|
2017
Q4 | $121K | Sell |
20,007
-13,323
| -40% | -$80.6K | ﹤0.01% | 4590 |
|
|
2017
Q3 | $209K | Sell |
33,330
-21,400
| -39% | -$134K | ﹤0.01% | 4099 |
|
|
2017
Q2 | $326K | Hold |
54,730
| – | – | ﹤0.01% | 3864 |
|
|
2017
Q1 | $306K | Sell |
54,730
-29,531
| -35% | -$165K | ﹤0.01% | 3904 |
|
|
2016
Q4 | $455K | Sell |
84,261
-2,820
| -3% | -$15.2K | ﹤0.01% | 3819 |
|
|
2016
Q3 | $514K | Buy |
87,081
+16,059
| +23% | +$94.8K | ﹤0.01% | 3390 |
|
|
2016
Q2 | $390K | Buy |
71,022
+40,921
| +136% | +$225K | ﹤0.01% | 3534 |
|
|
2016
Q1 | $158K | Hold |
30,101
| – | – | ﹤0.01% | 3662 |
|
|
2015
Q4 | $152K | Buy |
30,101
+4,381
| +17% | +$22.1K | ﹤0.01% | 3714 |
|
|
2015
Q3 | $134K | Hold |
25,720
| – | – | ﹤0.01% | 3728 |
|
|
2015
Q2 | $143K | Sell |
25,720
-16,800
| -40% | -$93.4K | ﹤0.01% | 3851 |
|
|
2015
Q1 | $237K | Buy |
+42,520
| New | +$237K | ﹤0.01% | 3778 |
|
Other funds holding ATAXZ
JP Morgan Chase's ATAXZ Position: Q2 2022 in Review
JP Morgan Chase sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2022, closing a stake of 37,679 shares — an estimated $609K sold.
JP Morgan Chase first reported a position in ATAXZ in Q1 2015 and held it in 28 quarters. The position peaked at $609K in Q1 2022. 3 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2022.
- JP Morgan Chase reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2022 after selling out during the quarter.
- JP Morgan Chase sold 37,679 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2022, an estimated $609K.
- JP Morgan Chase first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2015 and held it in 28 quarters.
- JP Morgan Chase's AMERICA FIRST TAX EXEMT INV LP position peaked at $609K in Q1 2022.
- 3 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2022.
Based on JP Morgan Chase's 13F filing for Q2 2022, filed 11 Aug 2022.