JP Morgan Chase’s State Street Income Allocation ETF INKM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-268
| Closed | -$8K | – | 6962 |
|
|
2022
Q4 | $8K | Hold |
268
| – | – | ﹤0.01% | 6078 |
|
|
2022
Q3 | $8K | Sell |
268
-15
| -5% | -$464 | ﹤0.01% | 6002 |
|
|
2022
Q2 | $9K | Hold |
283
| – | – | ﹤0.01% | 6050 |
|
|
2022
Q1 | $10K | Hold |
283
| – | – | ﹤0.01% | 6209 |
|
|
2021
Q4 | $10K | Sell |
283
-15
| -5% | -$533 | ﹤0.01% | 6336 |
|
|
2021
Q3 | $10K | Sell |
298
-2
| -0.7% | -$71 | ﹤0.01% | 6168 |
|
|
2021
Q2 | $11K | Sell |
300
-30
| -9% | -$1.07K | ﹤0.01% | 6024 |
|
|
2021
Q1 | $11K | Hold |
330
| – | – | ﹤0.01% | 5784 |
|
|
2020
Q4 | $11K | Sell |
330
-13
| -4% | -$425 | ﹤0.01% | 5374 |
|
|
2020
Q3 | $11K | Hold |
343
| – | – | ﹤0.01% | 5244 |
|
|
2020
Q2 | $10K | Sell |
343
-15
| -4% | -$443 | ﹤0.01% | 5122 |
|
|
2020
Q1 | $10K | Sell |
358
-9
| -2% | -$293 | ﹤0.01% | 5048 |
|
|
2019
Q4 | $13K | Sell |
367
-7
| -2% | -$238 | ﹤0.01% | 5369 |
|
|
2019
Q3 | $13K | Sell |
374
-3
| -0.8% | -$101 | ﹤0.01% | 5476 |
|
|
2019
Q2 | $13K | Hold |
377
| – | – | ﹤0.01% | 5519 |
|
|
2019
Q1 | $12K | Sell |
377
-2,201
| -85% | -$70.8K | ﹤0.01% | 5511 |
|
|
2018
Q4 | $79K | Buy |
2,578
+30
| +1% | +$953 | ﹤0.01% | 4932 |
|
|
2018
Q3 | $83K | Sell |
2,548
-8
| -0.3% | -$263 | ﹤0.01% | 5020 |
|
|
2018
Q2 | $83K | Buy |
2,556
+108
| +4% | +$3.54K | ﹤0.01% | 4903 |
|
|
2018
Q1 | $81K | Hold |
2,448
| – | – | ﹤0.01% | 4661 |
|
|
2017
Q4 | $82K | Buy |
2,448
+42
| +2% | +$1.4K | ﹤0.01% | 4734 |
|
|
2017
Q3 | $80K | Buy |
2,406
+16
| +0.7% | +$526 | ﹤0.01% | 4358 |
|
|
2017
Q2 | $77K | Sell |
2,390
-53
| -2% | -$1.71K | ﹤0.01% | 4242 |
|
|
2017
Q1 | $77K | Buy |
2,443
+50
| +2% | +$1.56K | ﹤0.01% | 4410 |
|
|
2016
Q4 | $73K | Sell |
2,393
-624
| -21% | -$19.2K | ﹤0.01% | 4471 |
|
|
2016
Q3 | $96K | Buy |
3,017
+34
| +1% | +$1.08K | ﹤0.01% | 3879 |
|
|
2016
Q2 | $93K | Buy |
2,983
+29
| +1% | +$890 | ﹤0.01% | 3891 |
|
|
2016
Q1 | $90K | Sell |
2,954
-89
| -3% | -$2.6K | ﹤0.01% | 3773 |
|
|
2015
Q4 | $90K | Sell |
3,043
-78,672
| -96% | -$2.39M | ﹤0.01% | 3801 |
|
|
2015
Q3 | $2.42M | Buy |
81,715
+2,575
| +3% | +$79.2K | ﹤0.01% | 2644 |
|
|
2015
Q2 | $2.47M | Sell |
79,140
-9,044
| -10% | -$292K | ﹤0.01% | 2784 |
|
|
2015
Q1 | $2.87M | Buy |
+88,184
| New | +$2.88M | ﹤0.01% | 2681 |
|
Other funds holding INKM
JP Morgan Chase's INKM Position: Q1 2023 in Review
JP Morgan Chase sold out of State Street Income Allocation ETF (INKM) in Q1 2023, closing a stake of 268 shares — an estimated $8K sold.
JP Morgan Chase first reported a position in INKM in Q1 2015 and held it in 32 quarters. The position peaked at $2.87M in Q1 2015. 21 funds tracked by Wall St. Rank hold INKM as of Q1 2023.
- JP Morgan Chase reported no remaining State Street Income Allocation ETF position as of Q1 2023 after selling out during the quarter.
- JP Morgan Chase sold 268 State Street Income Allocation ETF shares in Q1 2023, an estimated $8K.
- JP Morgan Chase first reported a position in State Street Income Allocation ETF in Q1 2015 and held it in 32 quarters.
- JP Morgan Chase's State Street Income Allocation ETF position peaked at $2.87M in Q1 2015.
- 21 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2023.
Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.