Investment Counselors of Maryland’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 |
-18,090
| Closed | -$1.63M | – | 179 |
|
|
2020
Q1 | $1.63M | Sell |
18,090
-3,775
| -17% | -$340K | 0.11% | 108 |
|
|
2019
Q4 | $3.05M | Sell |
21,865
-450
| -2% | -$62.7K | 0.13% | 108 |
|
|
2019
Q3 | $2.63M | Sell |
22,315
-6,750
| -23% | -$794K | 0.12% | 107 |
|
|
2019
Q2 | $3.25M | Buy |
29,065
+1,375
| +5% | +$154K | 0.15% | 109 |
|
|
2019
Q1 | $2.8M | Sell |
27,690
-1,950
| -7% | -$197K | 0.14% | 106 |
|
|
2018
Q4 | $2.89M | Sell |
29,640
-200
| -0.7% | -$19.5K | 0.17% | 110 |
|
|
2018
Q3 | $3.37M | Sell |
29,840
-325
| -1% | -$36.7K | 0.15% | 110 |
|
|
2018
Q2 | $3.14M | Sell |
30,165
-1,425
| -5% | -$148K | 0.15% | 107 |
|
|
2018
Q1 | $3.47M | Sell |
31,590
-400
| -1% | -$44K | 0.18% | 105 |
|
|
2017
Q4 | $3.42M | Sell |
31,990
-1,385
| -4% | -$148K | 0.17% | 107 |
|
|
2017
Q3 | $3.19M | Sell |
33,375
-550
| -2% | -$52.5K | 0.16% | 109 |
|
|
2017
Q2 | $3.1M | Sell |
33,925
-315
| -0.9% | -$28.8K | 0.16% | 109 |
|
|
2017
Q1 | $3.01M | Sell |
34,240
-4,023
| -11% | -$353K | 0.16% | 114 |
|
|
2016
Q4 | $3.3M | Sell |
38,263
-3,095
| -7% | -$267K | 0.17% | 111 |
|
|
2016
Q3 | $2.75M | Sell |
41,358
-850
| -2% | -$56.6K | 0.16% | 113 |
|
|
2016
Q2 | $2.62M | Sell |
42,208
-1,075
| -2% | -$66.8K | 0.14% | 115 |
|
|
2016
Q1 | $2.56M | Sell |
43,283
-13,750
| -24% | -$814K | 0.15% | 113 |
|
|
2015
Q4 | $3.77M | Sell |
57,033
-50
| -0.1% | -$3.3K | 0.22% | 118 |
|
|
2015
Q3 | $3.48M | Sell |
57,083
-50
| -0.1% | -$3.05K | 0.2% | 121 |
|
|
2015
Q2 | $3.87M | Sell |
57,133
-1,350
| -2% | -$91.5K | 0.18% | 123 |
|
|
2015
Q1 | $3.54M | Buy |
58,483
+2,200
| +4% | +$133K | 0.17% | 116 |
|
|
2014
Q4 | $3.52M | Sell |
56,283
-5,100
| -8% | -$319K | 0.17% | 116 |
|
|
2014
Q3 | $3.7M | Buy |
61,383
+300
| +0.5% | +$18.1K | 0.18% | 118 |
|
|
2014
Q2 | $3.52M | Hold |
61,083
| – | – | 0.15% | 116 |
|
|
2014
Q1 | $3.71M | Sell |
61,083
-975
| -2% | -$59.2K | 0.16% | 120 |
|
|
2013
Q4 | $3.63M | Sell |
62,058
-500
| -0.8% | -$29.2K | 0.15% | 125 |
|
|
2013
Q3 | $3.23M | Sell |
62,558
-33,950
| -35% | -$1.76M | 0.14% | 131 |
|
|
2013
Q2 | $5.1M | Buy |
+96,508
| New | +$5.1M | 0.23% | 125 |
|