Te Ahumairangi Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,600
| Closed | -$180K | – | 97 |
|
|
2022
Q2 | $180K | Hold |
1,600
| – | – | 0.03% | 96 |
|
|
2022
Q1 | $218K | Hold |
1,600
| – | – | 0.03% | 94 |
|
|
2021
Q4 | $253K | Sell |
1,600
-1,300
| -45% | -$206K | 0.03% | 101 |
|
|
2021
Q3 | $475K | Sell |
2,900
-7,800
| -73% | -$1.28M | 0.07% | 101 |
|
|
2021
Q2 | $1.66M | Buy |
10,700
+5,600
| +110% | +$871K | 0.22% | 92 |
|
|
2021
Q1 | $776K | Sell |
5,100
-4,200
| -45% | -$639K | 0.1% | 106 |
|
|
2020
Q4 | $1.18M | Sell |
9,300
-4,000
| -30% | -$508K | 0.16% | 106 |
|
|
2020
Q3 | $1.28M | Buy |
+13,300
| New | +$1.28M | 0.22% | 100 |
|