BMT Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $3.89M | Hold |
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2019
Q4 | $6.02M | Buy |
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|
2019
Q3 | $4.79M | Buy |
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2019
Q2 | $4.24M | Buy |
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|
2019
Q1 | $3.83M | Buy |
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|
2018
Q4 | $3.59M | Buy |
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2018
Q3 | $3.88M | Buy |
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|
2018
Q2 | $3.5M | Buy |
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|
2018
Q1 | $3.53M | Buy |
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|
2017
Q4 | $3.1M | Buy |
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|
2017
Q3 | $2.47M | Buy |
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