JPMorgan Chase & Co’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

JPMorgan Chase & Co’s Portfolio ATAXZ Stock Details ATAXZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-37,679	Closed	-$609K	–	6258
2022 Q1	$609K	Hold	37,679	–	–	﹤0.01%	3893
2021 Q4	$242K	Sell	37,679 -2,321	-6%	-$14.9K	﹤0.01%	4435
2021 Q3	$238K	Buy	40,000 +10,000	+33%	+$59.5K	﹤0.01%	4332
2021 Q2	$202K	Hold	30,000	–	–	﹤0.01%	4498
2021 Q1	$166K	Buy	+30,000	New	+$166K	﹤0.01%	4517
2020 Q4	–	Sell	-14,203	Closed	-$60K	–	5358
2020 Q3	$60K	Sell	14,203 -70,775	-83%	-$299K	﹤0.01%	4240
2020 Q2	$350K	Buy	84,978 +24,500	+41%	+$101K	﹤0.01%	3443
2020 Q1	$317K	Buy	60,478 +7,768	+15%	+$40.7K	﹤0.01%	3518
2019 Q4	$406K	Buy	52,710 +27,834	+112%	+$214K	﹤0.01%	3522
2019 Q3	$203K	Hold	24,876	–	–	﹤0.01%	3741
2019 Q2	$177K	Buy	24,876 +4,652	+23%	+$33.1K	﹤0.01%	3807
2019 Q1	$139K	Sell	20,224 -4,776	-19%	-$32.8K	﹤0.01%	3896
2018 Q4	$141K	Buy	25,000 +4,481	+22%	+$25.3K	﹤0.01%	3921
2018 Q3	$117K	Buy	20,519 +2,000	+11%	+$11.4K	﹤0.01%	4060
2018 Q2	$118K	Sell	18,519 -1,488	-7%	-$9.48K	﹤0.01%	4026
2018 Q1	$124K	Hold	20,007	–	–	﹤0.01%	3870
2017 Q4	$121K	Sell	20,007 -13,323	-40%	-$80.6K	﹤0.01%	3832
2017 Q3	$209K	Sell	33,330 -21,400	-39%	-$134K	﹤0.01%	3448
2017 Q2	$326K	Hold	54,730	–	–	﹤0.01%	3273
2017 Q1	$306K	Sell	54,730 -29,531	-35%	-$165K	﹤0.01%	3328
2016 Q4	$455K	Sell	84,261 -2,820	-3%	-$15.2K	﹤0.01%	3326
2016 Q3	$514K	Buy	87,081 +16,059	+23%	+$94.8K	﹤0.01%	2983
2016 Q2	$390K	Buy	71,022 +40,921	+136%	+$225K	﹤0.01%	3066
2016 Q1	$158K	Hold	30,101	–	–	﹤0.01%	3195
2015 Q4	$152K	Buy	30,101 +4,381	+17%	+$22.1K	﹤0.01%	3181
2015 Q3	$134K	Hold	25,720	–	–	﹤0.01%	3194
2015 Q2	$143K	Sell	25,720 -16,800	-40%	-$93.4K	﹤0.01%	3321
2015 Q1	$237K	Buy	+42,520	New	+$237K	﹤0.01%	3296