Maryland Capital Management’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-146,495
| Closed | -$3.75M | – | 195 |
|
|
2019
Q3 | $3.75M | Buy |
146,495
+5,150
| +4% | +$132K | 0.43% | 57 |
|
|
2019
Q2 | $3.64M | Buy |
141,345
+1,660
| +1% | +$42.8K | 0.43% | 55 |
|
|
2019
Q1 | $3.63M | Buy |
139,685
+4,275
| +3% | +$111K | 0.45% | 54 |
|
|
2018
Q4 | $3.43M | Buy |
135,410
+8,995
| +7% | +$228K | 0.5% | 53 |
|
|
2018
Q3 | $3.26M | Buy |
126,415
+3,725
| +3% | +$96K | 0.43% | 52 |
|
|
2018
Q2 | $3.21M | Buy |
122,690
+8,615
| +8% | +$226K | 0.45% | 52 |
|
|
2018
Q1 | $2.99M | Buy |
114,075
+4,575
| +4% | +$120K | 0.43% | 53 |
|
|
2017
Q4 | $2.92M | Buy |
109,500
+12,845
| +13% | +$342K | 0.43% | 50 |
|
|
2017
Q3 | $2.59M | Buy |
96,655
+10,725
| +12% | +$287K | 0.4% | 56 |
|
|
2017
Q2 | $2.32M | Buy |
85,930
+3,100
| +4% | +$83.6K | 0.33% | 61 |
|
|
2017
Q1 | $2.2M | Buy |
82,830
+3,945
| +5% | +$105K | 0.33% | 61 |
|
|
2016
Q4 | $2M | Buy |
78,885
+7,525
| +11% | +$191K | 0.31% | 64 |
|
|
2016
Q3 | $1.93M | Buy |
71,360
+15,205
| +27% | +$412K | 0.29% | 62 |
|
|
2016
Q2 | $1.51M | Buy |
56,155
+10,895
| +24% | +$292K | 0.24% | 67 |
|
|
2016
Q1 | $1.19M | Buy |
45,260
+1,575
| +4% | +$41.2K | 0.17% | 72 |
|
|
2015
Q4 | $1.14M | Buy |
43,685
+20,075
| +85% | +$524K | 0.17% | 71 |
|
|
2015
Q3 | $593K | Buy |
+23,610
| New | +$593K | 0.1% | 93 |
|