Frank Rimerman Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.3M | Buy |
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|
2025
Q2 | $16.8M | Buy |
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|
2025
Q1 | $13.7M | Sell |
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|
2024
Q4 | $13.5M | Buy |
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|
2024
Q3 | $11.7M | Buy |
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|
2024
Q2 | $11.2M | Buy |
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|
2024
Q1 | $1.32M | Hold |
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|
2023
Q4 | $1.12M | Hold |
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|
2023
Q3 | $955K | Buy |
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|
2023
Q2 | $593K | Hold |
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|
2023
Q1 | $531K | Hold |
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|
2022
Q4 | $547K | Hold |
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|
2022
Q3 | $426K | Hold |
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|
2022
Q2 | $459K | Sell |
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|
2022
Q1 | $695K | Buy |
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|
2021
Q4 | $615K | Buy |
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|
2021
Q3 | $552K | Sell |
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|
2021
Q2 | $592K | Buy |
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|
2021
Q1 | $492K | Hold |
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|
2020
Q4 | $410K | Buy |
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