First Western 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
Q3 | $266K | Hold |
2,761
| – | – | 5.64% | 10 |
|
|
2020
Q2 | $260K | Hold |
2,761
| – | – | 5.87% | 8 |
|
|
2020
Q1 | $249K | Sell |
2,761
-27
| -1% | -$2.44K | 7.48% | 7 |
|
|
2019
Q4 | $389K | Hold |
2,788
| – | – | 6.17% | 1 |
|
|
2019
Q3 | $328K | Sell |
2,788
-503
| -15% | -$59.2K | 5.11% | 3 |
|
|
2019
Q2 | $368K | Sell |
3,291
-56
| -2% | -$6.26K | 4.88% | 3 |
|
|
2019
Q1 | $339K | Sell |
3,347
-1,728
| -34% | -$175K | 4.82% | 5 |
|
|
2018
Q4 | $495K | Sell |
5,075
-2,520
| -33% | -$246K | 4.49% | 4 |
|
|
2018
Q3 | $857K | Sell |
7,595
-474
| -6% | -$53.5K | 3.85% | 3 |
|
|
2018
Q2 | $841K | Buy |
8,069
+663
| +9% | +$69.1K | 3.8% | 3 |
|
|
2018
Q1 | $814K | Sell |
7,406
-23,677
| -76% | -$2.6M | 3.86% | 2 |
|
|
2017
Q4 | $3.32M | Buy |
31,083
+223
| +0.7% | +$23.8K | 1.89% | 27 |
|
|
2017
Q3 | $2.95M | Sell |
30,860
-473
| -2% | -$45.2K | 1.79% | 30 |
|
|
2017
Q2 | $2.86M | Sell |
31,333
-2,611
| -8% | -$239K | 1.73% | 30 |
|
|
2017
Q1 | $2.98M | Buy |
33,944
+14,952
| +79% | +$1.31M | 1.8% | 28 |
|
|
2016
Q4 | $1.64M | Sell |
18,992
-13,712
| -42% | -$1.18M | 0.89% | 42 |
|
|
2016
Q3 | $2.18M | Buy |
32,704
+4,992
| +18% | +$332K | 0.85% | 46 |
|
|
2016
Q2 | $1.72M | Sell |
27,712
-11,634
| -30% | -$723K | 0.63% | 64 |
|
|
2016
Q1 | $2.33M | Sell |
39,346
-7,296
| -16% | -$432K | 0.83% | 55 |
|
|
2015
Q4 | $3.08M | Sell |
46,642
-14
| -0% | -$924 | 0.96% | 46 |
|
|
2015
Q3 | $2.85M | Buy |
46,656
+3,662
| +9% | +$223K | 0.95% | 49 |
|
|
2015
Q2 | $2.91M | Buy |
42,994
+2,240
| +5% | +$152K | 0.93% | 51 |
|
|
2015
Q1 | $2.47M | Buy |
+40,754
| New | +$2.47M | 0.74% | 60 |
|
|
2014
Q2 | – | Sell |
-6,500
| Closed | -$395K | – | 129 |
|
|
2014
Q1 | $395K | Buy |
+6,500
| New | +$395K | 0.14% | 115 |
|