Seeyond’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$3.7M Buy
27,568
+7,281
+36% +$976K 0.36% 80
2022
Q3
$2.12M Buy
20,287
+1,151
+6% +$120K 0.26% 102
2022
Q2
$2.15M Buy
19,136
+7
+0% +$788 0.25% 115
2022
Q1
$2.61M Buy
19,129
+681
+4% +$92.8K 0.26% 103
2021
Q4
$2.92M Sell
18,448
-203
-1% -$32.1K 0.27% 88
2021
Q3
$3.05M Buy
18,651
+2,771
+17% +$453K 0.29% 75
2021
Q2
$2.47M Sell
15,880
-583
-4% -$90.6K 0.23% 121
2021
Q1
$2.51M Buy
16,463
+367
+2% +$55.9K 0.25% 102
2020
Q4
$2.05M Buy
16,096
+1,961
+14% +$249K 0.21% 149
2020
Q3
$1.36M Sell
14,135
-2,383
-14% -$229K 0.15% 213
2020
Q2
$1.55M Buy
16,518
+5,261
+47% +$495K 0.18% 173
2020
Q1
$699K Sell
11,257
-7,092
-39% -$440K 0.1% 306
2019
Q4
$2.56M Sell
18,349
-1,574
-8% -$219K 0.27% 96
2019
Q3
$2.35M Sell
19,923
-5,603
-22% -$659K 0.24% 115
2019
Q2
$2.85M Sell
25,526
-417
-2% -$46.6K 0.3% 64
2019
Q1
$2.63M Buy
25,943
+23,242
+860% +$2.35M 0.25% 119
2018
Q4
$264K Buy
+2,701
New +$264K 0.04% 471