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JP Morgan Private Wealth Advisors’s Amalgamated Financial AMAL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-17,571
Closed -$275K – 1381
2019
Q1 		$275K Buy
+17,571
New +$316K ﹤0.01% 1247

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CRM
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MCA
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PFP
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CRC
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ACL
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JP Morgan Private Wealth Advisors's AMAL Position: Q2 2019 in Review

JP Morgan Private Wealth Advisors sold out of Amalgamated Financial (AMAL) in Q2 2019, closing a stake of 17,571 shares — an estimated $275K sold.

JP Morgan Private Wealth Advisors first reported a position in AMAL in Q1 2019 and held it in 1 quarter. The position peaked at $275K in Q1 2019. 77 funds tracked by Wall St. Rank hold AMAL as of Q2 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Amalgamated Financial position as of Q2 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 17,571 Amalgamated Financial shares in Q2 2019, an estimated $275K.
  • JP Morgan Private Wealth Advisors first reported a position in Amalgamated Financial in Q1 2019 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Amalgamated Financial position peaked at $275K in Q1 2019.
  • 77 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.