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Baltimore Capital Management’s JPMorgan Chase JPM Stock Holding History

Baltimore Capital Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$228K Buy
+2,250
New +$232K 0.37% 69
2018
Q3 		$293K Sell
2,600
-1,010
-28% -$115K 0.47% 59
2018
Q2 		$376K Buy
3,610
+100
+3% +$11K 0.56% 49
2018
Q1 		$386K Sell
3,510
-350
-9% -$39.6K 0.58% 47
2017
Q4 		$413K Sell
3,860
-200
-5% -$20.3K 0.58% 49
2017
Q3 		$388K Buy
4,060
+100
+3% +$9.22K 0.55% 48
2017
Q2 		$362K Hold
3,960
– – 0.52% 48
2017
Q1 		$348K Buy
+3,960
New +$349K 0.46% 47

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baltimore Capital Management's JPM Position: Q1 2019 in Review

Baltimore Capital Management opened a new position in JPMorgan Chase (JPM) in Q1 2019: 2,250 shares worth $228K. The stake represents 0.37% of the portfolio and ranks #69 among its holdings. This is a return to the name: Baltimore Capital Management previously reported a position in JPM as recently as Q3 2018.

Baltimore Capital Management first reported a position in JPM in Q1 2017 and has held it in 8 quarters since. The position peaked at $413K in Q4 2017. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • Baltimore Capital Management held 2,250 shares of JPMorgan Chase worth $228K as of Q1 2019.
  • JPMorgan Chase was a new Baltimore Capital Management position in Q1 2019.
  • JPMorgan Chase made up 0.37% of Baltimore Capital Management's portfolio in Q1 2019, its #69 holding.
  • Baltimore Capital Management first reported a position in JPMorgan Chase in Q1 2017 and has held it in 8 quarters since.
  • Baltimore Capital Management's JPMorgan Chase position peaked at $413K in Q4 2017.
  • 2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Baltimore Capital Management's 13F filing for Q1 2019, filed 14 May 2019.