Maltese Capital Management’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,500
| Closed | -$545K | – | 225 |
|
|
2018
Q3 | $545K | Sell |
7,500
-82,500
| -92% | -$6.05M | 0.04% | 192 |
|
|
2018
Q2 | $5.71M | Sell |
90,000
-41,300
| -31% | -$2.87M | 0.38% | 99 |
|
|
2018
Q1 | $9.13M | Buy |
131,300
+11,300
| +9% | +$824K | 0.62% | 61 |
|
|
2017
Q4 | $7.97M | Sell |
120,000
-23,000
| -16% | -$1.38M | 0.6% | 59 |
|
|
2017
Q3 | $7.73M | Buy |
143,000
+3,600
| +3% | +$183K | 0.66% | 53 |
|
|
2017
Q2 | $7.01M | Buy |
139,400
+16,900
| +14% | +$762K | 0.67% | 54 |
|
|
2017
Q1 | $5.67M | Buy |
122,500
+102,500
| +513% | +$4.78M | 0.61% | 61 |
|
|
2016
Q4 | $885K | Buy |
+20,000
| New | +$691K | 0.08% | 154 |
|
|
2016
Q1 | – | Sell |
-105,000
| Closed | -$2.49M | – | 234 |
|
|
2015
Q4 | $2.49M | Buy |
105,000
+20,000
| +24% | +$464K | 0.29% | 121 |
|
|
2015
Q3 | $1.69M | Buy |
85,000
+10,000
| +13% | +$237K | 0.19% | 141 |
|
|
2015
Q2 | $1.86M | Hold |
75,000
| – | – | 0.21% | 133 |
|
|
2015
Q1 | $1.65M | Buy |
75,000
+5,000
| +7% | +$96.4K | 0.19% | 145 |
|
|
2014
Q4 | $1.46M | Buy |
70,000
+10,000
| +17% | +$195K | 0.17% | 153 |
|
|
2014
Q3 | $1.21M | Buy |
60,000
+5,200
| +9% | +$101K | 0.15% | 154 |
|
|
2014
Q2 | $1.06M | Buy |
+54,800
| New | +$1.04M | 0.14% | 145 |
|
|
2013
Q3 | – | Sell |
-55,000
| Closed | -$925K | – | 188 |
|
|
2013
Q2 | $858K | Buy |
+55,000
| New | +$806K | 0.09% | 140 |
|
Maltese Capital Management's JPM.WS Position: Q4 2018 in Review
Maltese Capital Management sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 7,500 shares — an estimated $545K sold.
Maltese Capital Management first reported a position in JPM.WS in Q2 2013 and held it in 16 quarters. The position peaked at $9.13M in Q1 2018. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.
- Maltese Capital Management reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
- Maltese Capital Management sold 7,500 JPMorgan Chase shares in Q4 2018, an estimated $545K.
- Maltese Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 16 quarters.
- Maltese Capital Management's JPMorgan Chase position peaked at $9.13M in Q1 2018.
- 0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.
Based on Maltese Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.