Baltimore Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $228K | Buy |
+2,250
| New | +$228K | 0.37% | 69 |
|
|
2018
Q3 | $293K | Sell |
2,600
-1,010
| -28% | -$114K | 0.47% | 59 |
|
|
2018
Q2 | $376K | Buy |
3,610
+100
| +3% | +$10.4K | 0.56% | 49 |
|
|
2018
Q1 | $386K | Sell |
3,510
-350
| -9% | -$38.5K | 0.58% | 47 |
|
|
2017
Q4 | $413K | Sell |
3,860
-200
| -5% | -$21.4K | 0.58% | 49 |
|
|
2017
Q3 | $388K | Buy |
4,060
+100
| +3% | +$9.56K | 0.55% | 48 |
|
|
2017
Q2 | $362K | Hold |
3,960
| – | – | 0.52% | 48 |
|
|
2017
Q1 | $348K | Buy |
+3,960
| New | +$348K | 0.46% | 47 |
|