Sun Life Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,785
| Closed | -$272K | – | 295 |
|
|
2021
Q1 | $272K | Sell |
1,785
-18
| -1% | -$2.74K | 0.02% | 104 |
|
|
2020
Q4 | $229K | Sell |
1,803
-22
| -1% | -$2.79K | 0.03% | 106 |
|
|
2020
Q3 | $176K | Sell |
1,825
-46
| -2% | -$4.44K | 0.03% | 124 |
|
|
2020
Q2 | $176K | Sell |
1,871
-8
| -0.4% | -$753 | 0.03% | 111 |
|
|
2020
Q1 | $169K | Sell |
1,879
-11
| -0.6% | -$989 | 0.04% | 101 |
|
|
2019
Q4 | $263K | Sell |
1,890
-720
| -28% | -$100K | 0.07% | 100 |
|
|
2019
Q3 | $307K | Sell |
2,610
-27
| -1% | -$3.18K | 0.08% | 147 |
|
|
2019
Q2 | $295K | Sell |
2,637
-2,927
| -53% | -$327K | 0.07% | 146 |
|
|
2019
Q1 | $563K | Sell |
5,564
-3,732
| -40% | -$378K | 0.12% | 97 |
|
|
2018
Q4 | $907K | Buy |
9,296
+43
| +0.5% | +$4.2K | 0.19% | 78 |
|
|
2018
Q3 | $1.04M | Buy |
9,253
+33
| +0.4% | +$3.72K | 0.19% | 89 |
|
|
2018
Q2 | $961K | Buy |
9,220
+7,497
| +435% | +$781K | 0.14% | 91 |
|
|
2018
Q1 | $15.7K | Sell |
1,723
-5,891
| -77% | -$53.6K | 0.14% | 84 |
|
|
2017
Q4 | $814K | Sell |
7,614
-18,233
| -71% | -$1.95M | 0.08% | 95 |
|
|
2017
Q3 | $2.47M | Sell |
25,847
-286
| -1% | -$27.3K | 0.24% | 34 |
|
|
2017
Q2 | $2.39M | Buy |
26,133
+25,964
| +15,363% | +$2.37M | 0.26% | 32 |
|
|
2017
Q1 | $1.92K | Buy |
169
+3
| +2% | +$34 | ﹤0.01% | 115 |
|
|
2016
Q4 | $1.92K | Buy |
+166
| New | +$1.92K | 0.02% | 72 |
|
|
2014
Q3 | – | Sell |
-9,337
| Closed | -$538K | – | 88 |
|
|
2014
Q2 | $538K | Hold |
9,337
| – | – | 0.06% | 85 |
|
|
2014
Q1 | $567K | Sell |
9,337
-21,413
| -70% | -$1.3M | 0.06% | 89 |
|
|
2013
Q4 | $1.8M | Sell |
30,750
-5,417
| -15% | -$317K | 0.16% | 90 |
|
|
2013
Q3 | $1.87M | Sell |
36,167
-2,842
| -7% | -$147K | 0.17% | 90 |
|
|
2013
Q2 | $2.06M | Buy |
+39,009
| New | +$2.06M | 0.17% | 87 |
|