National Investment Services of America’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,618
| Closed | -$1.22M | – | 31 |
|
|
2020
Q4 | $1.22M | Sell |
9,618
-4,946
| -34% | -$628K | 2.18% | 14 |
|
|
2020
Q3 | $1.4M | Sell |
14,564
-434
| -3% | -$41.8K | 1.98% | 19 |
|
|
2020
Q2 | $1.41M | Sell |
14,998
-267
| -2% | -$25.1K | 2.01% | 20 |
|
|
2020
Q1 | $1.37M | Sell |
15,265
-1,010
| -6% | -$90.9K | 2.19% | 14 |
|
|
2019
Q4 | $2.27M | Buy |
+16,275
| New | +$2.27M | 2.45% | 9 |
|