JPMorgan Chase & Co’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.55M | Buy |
132,780
+103,322
| +351% | +$3.54M | ﹤0.01% | 2778 |
|
2025
Q1 | $897K | Buy |
29,458
+26,341
| +845% | +$802K | ﹤0.01% | 3717 |
|
2024
Q4 | $103K | Sell |
3,117
-20,165
| -87% | -$668K | ﹤0.01% | 4771 |
|
2024
Q3 | $1M | Buy |
23,282
+8,011
| +52% | +$345K | ﹤0.01% | 3648 |
|
2024
Q2 | $614K | Buy |
15,271
+2,635
| +21% | +$106K | ﹤0.01% | 3753 |
|
2024
Q1 | $573K | Sell |
12,636
-105,475
| -89% | -$4.79M | ﹤0.01% | 3885 |
|
2023
Q4 | $6.3M | Buy |
118,111
+22,582
| +24% | +$1.2M | ﹤0.01% | 2416 |
|
2023
Q3 | $4.95M | Buy |
95,529
+75,912
| +387% | +$3.93M | ﹤0.01% | 2442 |
|
2023
Q2 | $1.4M | Sell |
19,617
-55,788
| -74% | -$3.98M | ﹤0.01% | 3232 |
|
2023
Q1 | $5.85M | Buy |
75,405
+52,757
| +233% | +$4.1M | ﹤0.01% | 2345 |
|
2022
Q4 | $1.65M | Sell |
22,648
-7,827
| -26% | -$571K | ﹤0.01% | 3079 |
|
2022
Q3 | $2.24M | Sell |
30,475
-1,402
| -4% | -$103K | ﹤0.01% | 2835 |
|
2022
Q2 | $2.28M | Sell |
31,877
-43,747
| -58% | -$3.12M | ﹤0.01% | 2921 |
|
2022
Q1 | $5.71M | Buy |
75,624
+37,111
| +96% | +$2.8M | ﹤0.01% | 2474 |
|
2021
Q4 | $2.96M | Sell |
38,513
-98,650
| -72% | -$7.59M | ﹤0.01% | 2942 |
|
2021
Q3 | $11M | Buy |
137,163
+61,221
| +81% | +$4.89M | ﹤0.01% | 1989 |
|
2021
Q2 | $6.78M | Buy |
75,942
+67,164
| +765% | +$6M | ﹤0.01% | 2434 |
|
2021
Q1 | $806K | Sell |
8,778
-9,646
| -52% | -$886K | ﹤0.01% | 3786 |
|
2020
Q4 | $1.89M | Sell |
18,424
-20,949
| -53% | -$2.15M | ﹤0.01% | 2994 |
|
2020
Q3 | $2.46M | Buy |
39,373
+28,516
| +263% | +$1.78M | ﹤0.01% | 2654 |
|
2020
Q2 | $392K | Buy |
10,857
+4,780
| +79% | +$173K | ﹤0.01% | 3390 |
|
2020
Q1 | $153K | Sell |
6,077
-12,938
| -68% | -$326K | ﹤0.01% | 3805 |
|
2019
Q4 | $586K | Sell |
19,015
-7,806
| -29% | -$241K | ﹤0.01% | 3345 |
|
2019
Q3 | $788K | Buy |
26,821
+4,259
| +19% | +$125K | ﹤0.01% | 3170 |
|
2019
Q2 | $635K | Buy |
22,562
+22,312
| +8,925% | +$628K | ﹤0.01% | 3262 |
|
2019
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 4698 |
|
2018
Q4 | $5K | Hold |
250
| – | – | ﹤0.01% | 4710 |
|
2018
Q3 | $5K | Sell |
250
-10,402
| -98% | -$208K | ﹤0.01% | 4710 |
|
2018
Q2 | $246K | Buy |
10,652
+10,402
| +4,161% | +$240K | ﹤0.01% | 3749 |
|
2018
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 4557 |
|
2017
Q4 | $6K | Sell |
250
-1,835
| -88% | -$44K | ﹤0.01% | 4540 |
|
2017
Q3 | $45K | Buy |
2,085
+1,835
| +734% | +$39.6K | ﹤0.01% | 3825 |
|
2017
Q2 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 4147 |
|
2017
Q1 | – | Sell |
-10
| Closed | – | – | 4534 |
|
2016
Q4 | $0 | Sell |
10
-1,413
| -99% | – | ﹤0.01% | 4538 |
|
2016
Q3 | $29K | Sell |
1,423
-324
| -19% | -$6.6K | ﹤0.01% | 3687 |
|
2016
Q2 | $37K | Buy |
1,747
+237
| +16% | +$5.02K | ﹤0.01% | 3606 |
|
2016
Q1 | $34K | Buy |
1,510
+130
| +9% | +$2.93K | ﹤0.01% | 3505 |
|
2015
Q4 | $42K | Buy |
+1,380
| New | +$42K | ﹤0.01% | 3392 |
|
2014
Q4 | – | Sell |
-8,513
| Closed | -$346K | – | 3492 |
|
2014
Q3 | $346K | Buy |
+8,513
| New | +$346K | ﹤0.01% | 3111 |
|
2014
Q2 | – | Sell |
-29,560
| Closed | -$1.31M | – | 3517 |
|
2014
Q1 | $1.31M | Buy |
+29,560
| New | +$1.31M | ﹤0.01% | 2674 |
|