Frank Rimerman Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
58,066
+2,207
| +4% | +$640K | 1.13% | 15 |
|
|
2025
Q1 | $13.7M | Sell |
55,859
-484
| -0.9% | -$119K | 1.09% | 14 |
|
|
2024
Q4 | $13.5M | Buy |
56,343
+636
| +1% | +$152K | 0.98% | 17 |
|
|
2024
Q3 | $11.7M | Buy |
55,707
+192
| +0.3% | +$40.5K | 0.83% | 18 |
|
|
2024
Q2 | $11.2M | Buy |
55,515
+48,930
| +743% | +$9.9M | 0.79% | 18 |
|
|
2024
Q1 | $1.32M | Hold |
6,585
| – | – | 0.25% | 44 |
|
|
2023
Q4 | $1.12M | Hold |
6,585
| – | – | 0.23% | 46 |
|
|
2023
Q3 | $955K | Buy |
6,585
+2,509
| +62% | +$364K | 0.23% | 47 |
|
|
2023
Q2 | $593K | Hold |
4,076
| – | – | 0.14% | 55 |
|
|
2023
Q1 | $531K | Hold |
4,076
| – | – | 0.15% | 58 |
|
|
2022
Q4 | $547K | Hold |
4,076
| – | – | 0.17% | 52 |
|
|
2022
Q3 | $426K | Hold |
4,076
| – | – | 0.15% | 54 |
|
|
2022
Q2 | $459K | Sell |
4,076
-1,019
| -20% | -$115K | 0.18% | 49 |
|
|
2022
Q1 | $695K | Buy |
5,095
+1,209
| +31% | +$165K | 0.22% | 62 |
|
|
2021
Q4 | $615K | Buy |
3,886
+514
| +15% | +$81.4K | 0.21% | 65 |
|
|
2021
Q3 | $552K | Sell |
3,372
-433
| -11% | -$70.9K | 0.21% | 61 |
|
|
2021
Q2 | $592K | Buy |
3,805
+575
| +18% | +$89.4K | 0.23% | 42 |
|
|
2021
Q1 | $492K | Hold |
3,230
| – | – | 0.22% | 45 |
|
|
2020
Q4 | $410K | Buy |
+3,230
| New | +$410K | 0.19% | 49 |
|