MUMSS
Mitsubishi UFJ Morgan Stanley Securities’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-70
| Closed | -$9K | – | 114 |
|
|
2022
Q4 | $9K | Buy |
70
+10
| +17% | +$1.29K | 0.08% | 119 |
|
|
2022
Q3 | $6K | Hold |
60
| – | – | 0.08% | 133 |
|
|
2022
Q2 | $7K | Hold |
60
| – | – | 0.01% | 129 |
|
|
2022
Q1 | $8K | Sell |
60
-70
| -54% | -$9.33K | 0.01% | 130 |
|
|
2021
Q4 | $21K | Sell |
130
-30
| -19% | -$4.85K | 0.01% | 126 |
|
|
2021
Q3 | $26K | Buy |
160
+80
| +100% | +$13K | 0.02% | 82 |
|
|
2021
Q2 | $12K | Buy |
+80
| New | +$12K | 0.09% | 77 |
|
|
2014
Q4 | $36K | Sell |
580
-490
| -46% | -$30.4K | 0.07% | 71 |
|
|
2014
Q3 | $64K | Buy |
1,070
+380
| +55% | +$22.7K | 0.18% | 39 |
|
|
2014
Q2 | $40K | Sell |
690
-940
| -58% | -$54.5K | 0.12% | 61 |
|
|
2014
Q1 | $99K | Buy |
1,630
+450
| +38% | +$27.3K | 0.27% | 23 |
|
|
2013
Q4 | $68K | Sell |
1,180
-70
| -6% | -$4.03K | 0.11% | 39 |
|
|
2013
Q3 | $65K | Sell |
1,250
-630
| -34% | -$32.8K | 0.11% | 41 |
|
|
2013
Q2 | $99K | Buy |
+1,880
| New | +$99K | 0.33% | 28 |
|