Adalta Capital Management’s JPMorgan Chase JPM.WS Stock Holding History

Adalta Capital Management’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-6,775	Closed	-$493K	–	86
2018 Q3	$493K	Sell	6,775 -1,400	-17%	-$103K	0.35%	58
2018 Q2	$518K	Sell	8,175 -200	-2%	-$13.9K	0.37%	55
2018 Q1	$583K	Buy	8,375 +1,600	+24%	+$117K	0.45%	50
2017 Q4	$450K	Buy	6,775 +1,525	+29%	+$91.6K	0.34%	58
2017 Q3	$284K	Sell	5,250 -67,900	-93%	-$3.46M	0.23%	62
2017 Q2	$3.68M	Buy	73,150 +50	+0.1%	+$2.25K	2.97%	11
2017 Q1	$3.38M	Buy	+73,100	New	+$3.41M	2.86%	14

Adalta Capital Management's JPM.WS Position: Q4 2018 in Review

Adalta Capital Management sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 6,775 shares — an estimated $493K sold.

Adalta Capital Management first reported a position in JPM.WS in Q1 2017 and held it in 7 quarters. The position peaked at $3.68M in Q2 2017. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.

Adalta Capital Management reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
Adalta Capital Management sold 6,775 JPMorgan Chase shares in Q4 2018, an estimated $493K.
Adalta Capital Management first reported a position in JPMorgan Chase in Q1 2017 and held it in 7 quarters.
Adalta Capital Management's JPMorgan Chase position peaked at $3.68M in Q2 2017.
0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Adalta Capital Management's 13F filing for Q4 2018, filed 15 Feb 2019.