JP Morgan Chase
ORM

JP Morgan Chase’s Owens Realty Mortgage, Inc. ORM Stock Holding History

JP Morgan Chase’s Portfolio ORM Stock Details ORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,346
Closed -$25K – 6209
2018
Q4 		$25K Sell
1,346
-14,459
-91% -$259K ﹤0.01% 5283
2018
Q3 		$267K Buy
+15,805
New +$266K ﹤0.01% 4580
2018
Q2 		– Sell
-1,972
Closed -$29K – 5809
2018
Q1 		$29K Sell
1,972
-142
-7% -$2.04K ﹤0.01% 4988
2017
Q4 		$34K Buy
+2,114
New +$36K ﹤0.01% 5025
2017
Q2 		– Sell
-6,018
Closed -$107K – 5393
2017
Q1 		$107K Sell
6,018
-9,123
-60% -$158K ﹤0.01% 4307
2016
Q4 		$280K Buy
+15,141
New +$273K ﹤0.01% 4026
2016
Q2 		– Sell
-1,453
Closed -$23K – 5100
2016
Q1 		$23K Buy
1,453
+1,400
+2,642% +$20.3K ﹤0.01% 4062
2015
Q4 		$1K Buy
+53
New +$732 ﹤0.01% 4646

Other funds holding ORM

M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

JP Morgan Chase's ORM Position: Q1 2019 in Review

JP Morgan Chase sold out of Owens Realty Mortgage, Inc. (ORM) in Q1 2019, closing a stake of 1,346 shares — an estimated $25K sold.

JP Morgan Chase first reported a position in ORM in Q4 2015 and held it in 8 quarters. The position peaked at $280K in Q4 2016. 1 fund tracked by Wall St. Rank holds ORM as of Q1 2019.

  • JP Morgan Chase reported no remaining Owens Realty Mortgage, Inc. position as of Q1 2019 after selling out during the quarter.
  • JP Morgan Chase sold 1,346 Owens Realty Mortgage, Inc. shares in Q1 2019, an estimated $25K.
  • JP Morgan Chase first reported a position in Owens Realty Mortgage, Inc. in Q4 2015 and held it in 8 quarters.
  • JP Morgan Chase's Owens Realty Mortgage, Inc. position peaked at $280K in Q4 2016.
  • 1 fund tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q1 2019.

Based on JP Morgan Chase's 13F filing for Q1 2019, filed 7 May 2019.