BIA
BMT Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $3.89M | Hold |
43,205
| – | – | 2.44% | 4 |
|
|
2019
Q4 | $6.02M | Buy |
43,205
+2,500
| +6% | +$349K | 2.77% | 2 |
|
|
2019
Q3 | $4.79M | Buy |
40,705
+2,750
| +7% | +$324K | 2.45% | 2 |
|
|
2019
Q2 | $4.24M | Buy |
37,955
+100
| +0.3% | +$11.2K | 2.22% | 2 |
|
|
2019
Q1 | $3.83M | Buy |
37,855
+1,118
| +3% | +$113K | 2.09% | 3 |
|
|
2018
Q4 | $3.59M | Buy |
36,737
+2,400
| +7% | +$234K | 2.28% | 1 |
|
|
2018
Q3 | $3.88M | Buy |
34,337
+700
| +2% | +$79K | 2.22% | 2 |
|
|
2018
Q2 | $3.51M | Buy |
33,637
+1,500
| +5% | +$156K | 2.24% | 2 |
|
|
2018
Q1 | $3.53M | Buy |
32,137
+3,175
| +11% | +$349K | 2.38% | 1 |
|
|
2017
Q4 | $3.1M | Buy |
28,962
+3,063
| +12% | +$328K | 2.24% | 1 |
|
|
2017
Q3 | $2.47M | Buy |
+25,899
| New | +$2.47M | 2.28% | 1 |
|