Hotaling Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.67M | Buy |
19,887
+12,463
| +168% | +$1.67M | 1.21% | 25 |
|
|
2022
Q3 | $776K | Sell |
7,424
-488
| -6% | -$51K | 0.37% | 73 |
|
|
2022
Q2 | $891K | Buy |
7,912
+459
| +6% | +$51.7K | 0.39% | 76 |
|
|
2022
Q1 | $1.02M | Buy |
7,453
+129
| +2% | +$17.6K | 0.39% | 76 |
|
|
2021
Q4 | $1.16M | Buy |
7,324
+615
| +9% | +$97.4K | 0.4% | 70 |
|
|
2021
Q3 | $1.1M | Sell |
6,709
-50
| -0.7% | -$8.18K | 0.46% | 65 |
|
|
2021
Q2 | $1.05M | Buy |
6,759
+38
| +0.6% | +$5.91K | 0.43% | 71 |
|
|
2021
Q1 | $1.02M | Buy |
6,721
+48
| +0.7% | +$7.31K | 0.46% | 66 |
|
|
2020
Q4 | $848K | Buy |
6,673
+245
| +4% | +$31.1K | 0.4% | 70 |
|
|
2020
Q3 | $619K | Buy |
6,428
+70
| +1% | +$6.74K | 0.33% | 68 |
|
|
2020
Q2 | $598K | Buy |
6,358
+2,251
| +55% | +$212K | 0.35% | 74 |
|
|
2020
Q1 | $370K | Buy |
4,107
+1,435
| +54% | +$129K | 0.28% | 75 |
|
|
2019
Q4 | $372K | Hold |
2,672
| – | – | 0.21% | 83 |
|
|
2019
Q3 | $314K | Sell |
2,672
-175
| -6% | -$20.6K | 0.2% | 84 |
|
|
2019
Q2 | $318K | Sell |
2,847
-353
| -11% | -$39.4K | 0.2% | 86 |
|
|
2019
Q1 | $324K | Buy |
3,200
+180
| +6% | +$18.2K | 0.22% | 87 |
|
|
2018
Q4 | $295K | Buy |
+3,020
| New | +$295K | 0.24% | 88 |
|