Mid Atlantic Financial Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $7.51M | Buy |
45,857
+2,974
| +7% | +$487K | 0.5% | 33 |
|
|
2021
Q2 | $6.67M | Buy |
42,883
+2,378
| +6% | +$370K | 0.45% | 39 |
|
|
2021
Q1 | $6.17M | Buy |
40,505
+383
| +1% | +$58.3K | 0.45% | 46 |
|
|
2020
Q4 | $5.1M | Sell |
40,122
-212
| -0.5% | -$26.9K | 0.39% | 55 |
|
|
2020
Q3 | $4.72M | Sell |
40,334
-3,591
| -8% | -$420K | 0.41% | 54 |
|
|
2020
Q2 | $4.13M | Sell |
43,925
-9,224
| -17% | -$868K | 0.4% | 52 |
|
|
2020
Q1 | $4.79M | Buy |
53,149
+7,368
| +16% | +$663K | 0.55% | 37 |
|
|
2019
Q4 | $6.38M | Buy |
45,781
+3,119
| +7% | +$435K | 0.6% | 30 |
|
|
2019
Q3 | $5.02M | Sell |
42,662
-2,456
| -5% | -$289K | 0.54% | 32 |
|
|
2019
Q2 | $5.04M | Buy |
45,118
+645
| +1% | +$72.1K | 0.53% | 32 |
|
|
2019
Q1 | $4.5M | Buy |
44,473
+2,059
| +5% | +$208K | 0.49% | 39 |
|
|
2018
Q4 | $4.14M | Buy |
+42,414
| New | +$4.14M | 0.51% | 35 |
|