NIM
Nicollet Investment Management’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-25,719
| Closed | -$4.07M | – | 62 |
|
2021
Q4 | $4.07M | Sell |
25,719
-510
| -2% | -$80.8K | 1.64% | 17 |
|
2021
Q3 | $4.29M | Buy |
26,229
+321
| +1% | +$52.6K | 1.81% | 14 |
|
2021
Q2 | $4.03M | Sell |
25,908
-89
| -0.3% | -$13.8K | 1.64% | 17 |
|
2021
Q1 | $3.96M | Sell |
25,997
-1,068
| -4% | -$163K | 1.73% | 17 |
|
2020
Q4 | $3.44M | Sell |
27,065
-44
| -0.2% | -$5.59K | 1.54% | 18 |
|
2020
Q3 | $2.61M | Sell |
27,109
-778
| -3% | -$74.9K | 1.32% | 28 |
|
2020
Q2 | $2.62M | Buy |
27,887
+230
| +0.8% | +$21.6K | 1.46% | 26 |
|
2020
Q1 | $2.49M | Sell |
27,657
-380
| -1% | -$34.2K | 1.85% | 20 |
|
2019
Q4 | $3.91K | Buy |
28,037
+318
| +1% | +$44 | 1.83% | 11 |
|
2019
Q3 | $3.26M | Sell |
27,719
-618
| -2% | -$72.7K | 2.07% | 14 |
|
2019
Q2 | $3.17M | Buy |
28,337
+50
| +0.2% | +$5.59K | 1.99% | 14 |
|
2019
Q1 | $2.86M | Buy |
28,287
+454
| +2% | +$46K | 1.88% | 17 |
|
2018
Q4 | $2.72M | Buy |
27,833
+9
| +0% | +$879 | 2.15% | 13 |
|
2018
Q3 | $3.14M | Buy |
27,824
+279
| +1% | +$31.5K | 2.05% | 11 |
|
2018
Q2 | $2.87M | Buy |
27,545
+764
| +3% | +$79.6K | 2.07% | 11 |
|
2018
Q1 | $2.95M | Buy |
26,781
+1,135
| +4% | +$125K | 2.28% | 10 |
|
2017
Q4 | $2.74M | Buy |
+25,646
| New | +$2.74M | 2.25% | 11 |
|