Cutler Capital Management’s JPMorgan Chase JPM.WS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-7,000
Closed -$487K 97
2018
Q1
$487K Sell
7,000
-2,000
-22% -$139K 0.2% 76
2017
Q4
$598K Sell
9,000
-5,000
-36% -$332K 0.24% 72
2017
Q3
$787K Sell
14,000
-1,000
-7% -$56.2K 0.35% 53
2017
Q2
$754K Hold
15,000
0.36% 49
2017
Q1
$694K Sell
15,000
-1,000
-6% -$46.3K 0.32% 51
2016
Q4
$708K Sell
16,000
-14,000
-47% -$620K 0.33% 45
2016
Q3
$739K Sell
30,000
-10,000
-25% -$246K 0.24% 43
2016
Q2
$810 Hold
40,000
0.22% 44
2016
Q1
$708K Sell
40,000
-44,500
-53% -$788K 0.34% 46
2015
Q4
$2M Hold
84,500
0.92% 29
2015
Q3
$1.68M Sell
84,500
-2,500
-3% -$49.8K 0.77% 32
2015
Q2
$2.15M Hold
87,000
0.95% 32
2015
Q1
$1.92M Buy
87,000
+9,500
+12% +$209K 0.85% 33
2014
Q4
$1.61M Sell
77,500
-5,090
-6% -$106K 0.69% 36
2014
Q3
$1.66M Buy
82,590
+22,590
+38% +$454K 0.7% 37
2014
Q2
$1.16M Buy
60,000
+24,000
+67% +$464K 0.45% 45
2014
Q1
$727K Buy
36,000
+3,000
+9% +$60.6K 0.28% 51
2013
Q4
$640K Buy
33,000
+500
+2% +$9.7K 0.26% 51
2013
Q3
$545K Buy
32,500
+10,500
+48% +$176K 0.22% 62
2013
Q2
$343K Buy
+22,000
New +$343K 0.15% 83