Members Capital Advisors Inc’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,940
| Closed | -$1.3M | – | 44 |
|
|
2023
Q3 | $1.3M | Hold |
8,940
| – | – | 1.61% | 22 |
|
|
2023
Q2 | $1.3M | Sell |
8,940
-2,941
| -25% | -$428K | 1.33% | 31 |
|
|
2023
Q1 | $1.55M | Hold |
11,881
| – | – | 1.12% | 43 |
|
|
2022
Q4 | $1.59M | Hold |
11,881
| – | – | 1.15% | 42 |
|
|
2022
Q3 | $1.24M | Hold |
11,881
| – | – | 0.98% | 50 |
|
|
2022
Q2 | $1.34M | Hold |
11,881
| – | – | 0.97% | 52 |
|
|
2022
Q1 | $1.62M | Hold |
11,881
| – | – | 1.04% | 48 |
|
|
2021
Q4 | $1.88M | Hold |
11,881
| – | – | 0.97% | 38 |
|
|
2021
Q3 | $1.95M | Buy |
11,881
+1,842
| +18% | +$302K | 1.06% | 24 |
|
|
2021
Q2 | $1.56M | Buy |
+10,039
| New | +$1.56M | 0.97% | 39 |
|
|
2020
Q4 | – | Sell |
-15,000
| Closed | -$1.44M | – | 52 |
|
|
2020
Q3 | $1.44M | Buy |
+15,000
| New | +$1.44M | 1.36% | 34 |
|