Maryland Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $9.5M | Sell |
90,885
-46,385
| -34% | -$4.85M | 0.79% | 43 |
|
|
2022
Q2 | $15.5M | Sell |
137,270
-851
| -0.6% | -$95.8K | 1.22% | 27 |
|
|
2022
Q1 | $18.8M | Buy |
138,121
+15,968
| +13% | +$2.18M | 1.18% | 26 |
|
|
2021
Q4 | $19.3M | Buy |
122,153
+4,889
| +4% | +$774K | 1.05% | 27 |
|
|
2021
Q3 | $19.2M | Buy |
117,264
+7,531
| +7% | +$1.23M | 1.15% | 26 |
|
|
2021
Q2 | $17.1M | Buy |
109,733
+9,273
| +9% | +$1.44M | 1.03% | 27 |
|
|
2021
Q1 | $15.3M | Buy |
100,460
+4,231
| +4% | +$644K | 1.02% | 29 |
|
|
2020
Q4 | $12.2M | Buy |
96,229
+6,189
| +7% | +$786K | 0.86% | 30 |
|
|
2020
Q3 | $8.67M | Buy |
90,040
+3,952
| +5% | +$380K | 0.71% | 34 |
|
|
2020
Q2 | $8.1M | Buy |
86,088
+11,653
| +16% | +$1.1M | 0.75% | 33 |
|
|
2020
Q1 | $6.7M | Buy |
74,435
+17,752
| +31% | +$1.6M | 0.79% | 36 |
|
|
2019
Q4 | $7.9M | Buy |
56,683
+1,349
| +2% | +$188K | 0.84% | 36 |
|
|
2019
Q3 | $6.51M | Buy |
55,334
+3,445
| +7% | +$405K | 0.74% | 39 |
|
|
2019
Q2 | $5.8M | Buy |
51,889
+2,824
| +6% | +$316K | 0.69% | 42 |
|
|
2019
Q1 | $4.97M | Buy |
49,065
+9,510
| +24% | +$963K | 0.62% | 44 |
|
|
2018
Q4 | $3.86M | Buy |
39,555
+4,174
| +12% | +$407K | 0.56% | 48 |
|
|
2018
Q3 | $3.99M | Buy |
35,381
+580
| +2% | +$65.5K | 0.52% | 46 |
|
|
2018
Q2 | $3.63M | Buy |
34,801
+2,061
| +6% | +$215K | 0.51% | 49 |
|
|
2018
Q1 | $3.6M | Sell |
32,740
-675
| -2% | -$74.2K | 0.52% | 46 |
|
|
2017
Q4 | $3.57M | Buy |
33,415
+1,576
| +5% | +$169K | 0.53% | 45 |
|
|
2017
Q3 | $3.04M | Buy |
31,839
+839
| +3% | +$80.1K | 0.47% | 50 |
|
|
2017
Q2 | $2.83M | Buy |
31,000
+1,967
| +7% | +$180K | 0.41% | 52 |
|
|
2017
Q1 | $2.55M | Buy |
29,033
+1,744
| +6% | +$153K | 0.38% | 58 |
|
|
2016
Q4 | $2.36M | Buy |
27,289
+297
| +1% | +$25.6K | 0.36% | 60 |
|
|
2016
Q3 | $1.8M | Buy |
26,992
+811
| +3% | +$54K | 0.27% | 65 |
|
|
2016
Q2 | $1.63M | Sell |
26,181
-743
| -3% | -$46.2K | 0.26% | 65 |
|
|
2016
Q1 | $1.6M | Buy |
26,924
+45
| +0.2% | +$2.67K | 0.23% | 64 |
|
|
2015
Q4 | $1.78M | Buy |
26,879
+73
| +0.3% | +$4.82K | 0.26% | 62 |
|
|
2015
Q3 | $1.64M | Sell |
26,806
-6
| -0% | -$366 | 0.28% | 61 |
|
|
2015
Q2 | $1.82M | Sell |
26,812
-84
| -0.3% | -$5.69K | 0.28% | 60 |
|
|
2015
Q1 | $1.63M | Sell |
26,896
-1,516
| -5% | -$91.9K | 0.25% | 62 |
|
|
2014
Q4 | $1.78M | Buy |
28,412
+1,200
| +4% | +$75.1K | 0.29% | 61 |
|
|
2014
Q3 | $1.64M | Buy |
27,212
+7
| +0% | +$422 | 0.28% | 62 |
|
|
2014
Q2 | $1.57M | Sell |
27,205
-15
| -0.1% | -$864 | 0.27% | 64 |
|
|
2014
Q1 | $1.65M | Sell |
27,220
-1,651
| -6% | -$100K | 0.3% | 61 |
|
|
2013
Q4 | $1.69M | Sell |
28,871
-1,203
| -4% | -$70.3K | 0.27% | 64 |
|
|
2013
Q3 | $1.56M | Buy |
30,074
+1,358
| +5% | +$70.2K | 0.25% | 69 |
|
|
2013
Q2 | $1.52M | Buy |
+28,716
| New | +$1.52M | 0.26% | 70 |
|