Adalta Capital Management’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,775
| Closed | -$493K | – | 86 |
|
|
2018
Q3 | $493K | Sell |
6,775
-1,400
| -17% | -$102K | 0.35% | 58 |
|
|
2018
Q2 | $518K | Sell |
8,175
-200
| -2% | -$12.7K | 0.37% | 55 |
|
|
2018
Q1 | $583K | Buy |
8,375
+1,600
| +24% | +$111K | 0.45% | 50 |
|
|
2017
Q4 | $450K | Buy |
6,775
+1,525
| +29% | +$101K | 0.34% | 58 |
|
|
2017
Q3 | $284K | Sell |
5,250
-67,900
| -93% | -$3.67M | 0.23% | 62 |
|
|
2017
Q2 | $3.68M | Buy |
73,150
+50
| +0.1% | +$2.51K | 2.97% | 11 |
|
|
2017
Q1 | $3.39M | Buy |
+73,100
| New | +$3.39M | 2.86% | 14 |
|