Vancity Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $13.7M | Hold |
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|
2023
Q2 | $13.7M | Hold |
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|
2023
Q1 | $12.3M | Sell |
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|
2022
Q4 | $13.6M | Buy |
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|
2022
Q3 | $10.5M | Sell |
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|
2022
Q2 | $11.5M | Sell |
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|
2022
Q1 | $19.8M | Sell |
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|
2021
Q4 | $23.7M | Buy |
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|
2021
Q3 | $23.9M | Buy |
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|
2021
Q2 | $20.6M | Buy |
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|
2021
Q1 | $18.4M | Buy |
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|
2020
Q4 | $14.8M | Buy |
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