Hotaling Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.67M | Buy |
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|
2022
Q3 | $776K | Sell |
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|
2022
Q2 | $891K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $848K | Buy |
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|
2020
Q3 | $619K | Buy |
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|
2020
Q2 | $598K | Buy |
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|
2020
Q1 | $370K | Buy |
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|
2019
Q4 | $372K | Hold |
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|
2019
Q3 | $314K | Sell |
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|
2019
Q2 | $318K | Sell |
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|
2019
Q1 | $324K | Buy |
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|
2018
Q4 | $295K | Buy |
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