ARA
Alexander Randolph Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
10,193
-2,536
| -20% | -$735K | 2.65% | 12 |
|
|
2025
Q1 | $3.12M | Sell |
12,729
-630
| -5% | -$155K | 3.06% | 11 |
|
|
2024
Q4 | $3.2M | Sell |
13,359
-270
| -2% | -$64.7K | 2.97% | 11 |
|
|
2024
Q3 | $2.87M | Sell |
13,629
-4,383
| -24% | -$924K | 2.54% | 13 |
|
|
2024
Q2 | $3.64M | Sell |
18,012
-678
| -4% | -$137K | 3.41% | 9 |
|
|
2024
Q1 | $3.74M | Sell |
18,690
-239
| -1% | -$47.9K | 3.28% | 9 |
|
|
2023
Q4 | $3.22M | Buy |
+18,929
| New | +$3.22M | 2.93% | 11 |
|