JP Morgan Private Wealth Advisors’s Owens Realty Mortgage, Inc. ORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,443
| Closed | -$215K | – | 1549 |
|
|
2018
Q4 | $215K | Sell |
11,443
-10,093
| -47% | -$180K | ﹤0.01% | 1312 |
|
|
2018
Q3 | $363K | Hold |
21,536
| – | – | ﹤0.01% | 1209 |
|
|
2018
Q2 | $359K | Buy |
21,536
+10,093
| +88% | +$162K | ﹤0.01% | 1140 |
|
|
2018
Q1 | $167K | Hold |
11,443
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q4 | $183K | Hold |
11,443
| – | – | ﹤0.01% | 1199 |
|
|
2017
Q3 | $208K | Hold |
11,443
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q2 | $194K | Hold |
11,443
| – | – | ﹤0.01% | 1154 |
|
|
2017
Q1 | $204K | Hold |
11,443
| – | – | ﹤0.01% | 1238 |
|
|
2016
Q4 | $212K | Hold |
11,443
| – | – | ﹤0.01% | 1141 |
|
|
2016
Q3 | $198K | Hold |
11,443
| – | – | ﹤0.01% | 1148 |
|
|
2016
Q2 | $190K | Hold |
11,443
| – | – | ﹤0.01% | 1164 |
|
|
2016
Q1 | $183K | Buy |
11,443
+1,350
| +13% | +$19.5K | ﹤0.01% | 1096 |
|
|
2015
Q4 | $136K | Hold |
10,093
| – | – | ﹤0.01% | 1061 |
|
|
2015
Q3 | $139K | Buy |
+10,093
| New | +$145K | ﹤0.01% | 970 |
|
|
2015
Q2 | – | Sell |
-10,093
| Closed | -$151K | – | 1168 |
|
|
2015
Q1 | $151K | Hold |
10,093
| – | – | ﹤0.01% | 1068 |
|
|
2014
Q4 | $148K | Buy |
+10,093
| New | +$150K | ﹤0.01% | 1028 |
|
Other funds holding ORM
JP Morgan Private Wealth Advisors's ORM Position: Q1 2019 in Review
JP Morgan Private Wealth Advisors sold out of Owens Realty Mortgage, Inc. (ORM) in Q1 2019, closing a stake of 11,443 shares — an estimated $215K sold.
JP Morgan Private Wealth Advisors first reported a position in ORM in Q4 2014 and held it in 16 quarters. The position peaked at $363K in Q3 2018. 1 fund tracked by Wall St. Rank holds ORM as of Q1 2019.
- JP Morgan Private Wealth Advisors reported no remaining Owens Realty Mortgage, Inc. position as of Q1 2019 after selling out during the quarter.
- JP Morgan Private Wealth Advisors sold 11,443 Owens Realty Mortgage, Inc. shares in Q1 2019, an estimated $215K.
- JP Morgan Private Wealth Advisors first reported a position in Owens Realty Mortgage, Inc. in Q4 2014 and held it in 16 quarters.
- JP Morgan Private Wealth Advisors's Owens Realty Mortgage, Inc. position peaked at $363K in Q3 2018.
- 1 fund tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q1 2019.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.