Jpmorgan Chase & CO Swiss Helvetia Fund, Inc. Transaction History

Jpmorgan Chase & CO

  • $1.14 Trillion
  • Q2 2024

A detailed history of Jpmorgan Chase & CO transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, Jpmorgan Chase & CO holds 2,581 shares of SWZ stock, worth $21,138. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,581
Previous 2,581 -0.0%
Holding current value
$21,138
Previous $20,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024
SELL
$7.12 - $8.2 $26,465 - $30,479
-3,717 Reduced 59.02%
2,581 $21,000
Q3 2023

Nov 14, 2023
BUY
$7.56 - $8.56 $11,581 - $13,113
1,532 Added 32.14%
6,298 $48,000
Q2 2023

Aug 11, 2023
BUY
$7.97 - $8.37 $17,414 - $18,288
2,185 Added 84.66%
4,766 $39,000
Q3 2021

Nov 12, 2021
BUY
$9.13 - $10.04 $23,564 - $25,913
2,581 New
2,581 $24,000

About SWISS HELVETIA FUND, INC.

SWZ Quotes by TradingView
  • Ticker SWZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all ma...
More about SWZ
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