Vancity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-94,167
| Closed | -$13.7M | – | 67 |
|
|
2023
Q3 | $13.7M | Hold |
94,167
| – | – | 1.77% | 21 |
|
|
2023
Q2 | $13.7M | Hold |
94,167
| – | – | 1.76% | 21 |
|
|
2023
Q1 | $12.3M | Sell |
94,167
-6,954
| -7% | -$906K | 1.72% | 23 |
|
|
2022
Q4 | $13.6M | Buy |
101,121
+1,004
| +1% | +$135K | 2.03% | 17 |
|
|
2022
Q3 | $10.5M | Sell |
100,117
-1,748
| -2% | -$183K | 1.66% | 24 |
|
|
2022
Q2 | $11.5M | Sell |
101,865
-43,442
| -30% | -$4.89M | 1.63% | 20 |
|
|
2022
Q1 | $19.8M | Sell |
145,307
-4,642
| -3% | -$633K | 2.34% | 11 |
|
|
2021
Q4 | $23.7M | Buy |
149,949
+3,973
| +3% | +$629K | 2.73% | 12 |
|
|
2021
Q3 | $23.9M | Buy |
145,976
+13,666
| +10% | +$2.24M | 3.06% | 8 |
|
|
2021
Q2 | $20.6M | Buy |
132,310
+11,653
| +10% | +$1.81M | 2.88% | 7 |
|
|
2021
Q1 | $18.4M | Buy |
120,657
+3,931
| +3% | +$598K | 3.38% | 3 |
|
|
2020
Q4 | $14.8M | Buy |
+116,726
| New | +$14.8M | 2.96% | 6 |
|