Crossvault 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-50,282
| Closed | -$4.53M | – | 71 |
|
|
2020
Q1 | $4.53M | Sell |
50,282
-3,275
| -6% | -$295K | 2.54% | 15 |
|
|
2019
Q4 | $7.47M | Sell |
53,557
-575
| -1% | -$80.2K | 3.27% | 11 |
|
|
2019
Q3 | $6.37M | Sell |
54,132
-4,323
| -7% | -$509K | 3.04% | 13 |
|
|
2019
Q2 | $6.54M | Sell |
58,455
-599
| -1% | -$67K | 3.2% | 12 |
|
|
2019
Q1 | $5.98M | Sell |
59,054
-1,935
| -3% | -$196K | 3.08% | 12 |
|
|
2018
Q4 | $5.95M | Sell |
60,989
-602
| -1% | -$58.8K | 3.38% | 12 |
|
|
2018
Q3 | $6.95M | Sell |
61,591
-1,450
| -2% | -$164K | 3.58% | 13 |
|
|
2018
Q2 | $6.57M | Buy |
63,041
+375
| +0.6% | +$39.1K | 3.5% | 13 |
|
|
2018
Q1 | $6.89M | Buy |
62,666
+1,235
| +2% | +$136K | 3.92% | 10 |
|
|
2017
Q4 | $6.57M | Buy |
61,431
+951
| +2% | +$102K | 3.46% | 10 |
|
|
2017
Q3 | $5.78M | Buy |
60,480
+3,990
| +7% | +$381K | 3.32% | 11 |
|
|
2017
Q2 | $5.16M | Buy |
56,490
+9,376
| +20% | +$857K | 3.11% | 13 |
|
|
2017
Q1 | $4.14M | Buy |
+47,114
| New | +$4.14M | 2.57% | 19 |
|