Vienna Insurance Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-41,320
| Closed | -$5.54M | – | 94 |
|
|
2022
Q4 | $5.54M | Hold |
41,320
| – | – | 4.29% | 7 |
|
|
2022
Q3 | $4.32M | Hold |
41,320
| – | – | 3.05% | 12 |
|
|
2022
Q2 | $4.65M | Hold |
41,320
| – | – | 3.16% | 11 |
|
|
2022
Q1 | $5.63M | Buy |
41,320
+13,000
| +46% | +$1.77M | 3.16% | 10 |
|
|
2021
Q4 | $4.48M | Sell |
28,320
-8,680
| -23% | -$1.37M | 3.07% | 15 |
|
|
2021
Q3 | $6.06M | Hold |
37,000
| – | – | 3.23% | 9 |
|
|
2021
Q2 | $5.75M | Buy |
+37,000
| New | +$5.75M | 3.61% | 11 |
|