New England Investment & Retirement Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.79M | Sell |
35,338
-841
| -2% | -$138K | 1.33% | 29 |
|
|
2021
Q2 | $5.63M | Sell |
36,179
-292
| -0.8% | -$45.4K | 1.22% | 31 |
|
|
2021
Q1 | $5.55M | Buy |
36,471
+2,025
| +6% | +$308K | 1.34% | 24 |
|
|
2020
Q4 | $4.38M | Buy |
34,446
+2,765
| +9% | +$351K | 1.02% | 30 |
|
|
2020
Q3 | $3.05M | Buy |
31,681
+2,248
| +8% | +$216K | 0.77% | 31 |
|
|
2020
Q2 | $2.77M | Buy |
29,433
+4,103
| +16% | +$386K | 0.7% | 33 |
|
|
2020
Q1 | $2.28M | Sell |
25,330
-816
| -3% | -$73.5K | 0.97% | 22 |
|
|
2019
Q4 | $3.65M | Buy |
26,146
+19,523
| +295% | +$2.72M | 1.25% | 23 |
|
|
2019
Q3 | $779K | Sell |
6,623
-72
| -1% | -$8.47K | 0.33% | 35 |
|
|
2019
Q2 | $748K | Buy |
6,695
+1,433
| +27% | +$160K | 0.3% | 35 |
|
|
2019
Q1 | $533K | Buy |
5,262
+262
| +5% | +$26.5K | 0.24% | 40 |
|
|
2018
Q4 | $488K | Buy |
+5,000
| New | +$488K | 0.28% | 34 |
|