MHI Funds’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$973K Sell
10,805
-6,120
-36% -$551K 2.8% 17
2019
Q4
$2.36M Sell
16,925
-1,208
-7% -$168K 3% 19
2019
Q3
$2.13M Sell
18,133
-217
-1% -$25.5K 2.48% 25
2019
Q2
$2.05M Buy
+18,350
New +$2.05M 2.4% 24