HR
Howe & Rusling’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.2M | Sell |
183,468
-694
| -0.4% | -$201K | 3.93% | 2 |
|
|
2025
Q1 | $45.2M | Sell |
184,162
-15,945
| -8% | -$3.91M | 3.8% | 1 |
|
|
2024
Q4 | $48M | Sell |
200,107
-2,754
| -1% | -$660K | 4.13% | 1 |
|
|
2024
Q3 | $42.8M | Buy |
202,861
+8,709
| +4% | +$1.84M | 3.68% | 1 |
|
|
2024
Q2 | $39.3M | Buy |
194,152
+4,465
| +2% | +$903K | 3.58% | 1 |
|
|
2024
Q1 | $38M | Sell |
189,687
-2,977
| -2% | -$596K | 3.64% | 1 |
|
|
2023
Q4 | $32.8M | Sell |
192,664
-183
| -0.1% | -$31.1K | 3.47% | 2 |
|
|
2023
Q3 | $28M | Sell |
192,847
-25
| -0% | -$3.63K | 3.3% | 2 |
|
|
2023
Q2 | $28.1M | Sell |
192,872
-351
| -0.2% | -$51.1K | 3.14% | 4 |
|
|
2023
Q1 | $25.2M | Buy |
193,223
+19,354
| +11% | +$2.52M | 3% | 5 |
|
|
2022
Q4 | $23.3M | Buy |
173,869
+8,524
| +5% | +$1.14M | 2.92% | 3 |
|
|
2022
Q3 | $17.3M | Buy |
165,345
+1,984
| +1% | +$207K | 2.29% | 8 |
|
|
2022
Q2 | $18.4M | Sell |
163,361
-9,703
| -6% | -$1.09M | 2.33% | 6 |
|
|
2022
Q1 | $23.6M | Sell |
173,064
-2,642
| -2% | -$360K | 2.73% | 5 |
|
|
2021
Q4 | $27.8M | Buy |
175,706
+4,169
| +2% | +$660K | 3.26% | 3 |
|
|
2021
Q3 | $28.1M | Buy |
171,537
+5,949
| +4% | +$974K | 3.52% | 2 |
|
|
2021
Q2 | $25.8M | Buy |
165,588
+4,632
| +3% | +$720K | 3.25% | 3 |
|
|
2021
Q1 | $24.5M | Sell |
160,956
-4,579
| -3% | -$697K | 3.33% | 3 |
|
|
2020
Q4 | $21M | Sell |
165,535
-3,195
| -2% | -$406K | 3.2% | 6 |
|
|
2020
Q3 | $16.2M | Sell |
168,730
-6,602
| -4% | -$636K | 2.79% | 6 |
|
|
2020
Q2 | $16.5M | Buy |
175,332
+2,534
| +1% | +$238K | 3.04% | 6 |
|
|
2020
Q1 | $15.6M | Buy |
172,798
+64,956
| +60% | +$5.85M | 3.35% | 5 |
|
|
2019
Q4 | $15M | Sell |
107,842
-5,252
| -5% | -$732K | 2.49% | 6 |
|
|
2019
Q3 | $13.3M | Buy |
113,094
+737
| +0.7% | +$86.7K | 2.33% | 7 |
|
|
2019
Q2 | $12.6M | Sell |
112,357
-32,185
| -22% | -$3.6M | 2.17% | 9 |
|
|
2019
Q1 | $14.6M | Buy |
144,542
+703
| +0.5% | +$71.2K | 2.53% | 6 |
|
|
2018
Q4 | $14M | Sell |
143,839
-4,915
| -3% | -$480K | 2.97% | 6 |
|
|
2018
Q3 | $16.8M | Buy |
148,754
+240
| +0.2% | +$27.1K | 2.8% | 4 |
|
|
2018
Q2 | $15.5M | Buy |
148,514
+35,274
| +31% | +$3.68M | 2.8% | 3 |
|
|
2018
Q1 | $12.5M | Sell |
113,240
-2,330
| -2% | -$256K | 2.25% | 9 |
|
|
2017
Q4 | $12.4M | Sell |
115,570
-1,813
| -2% | -$194K | 2.25% | 8 |
|
|
2017
Q3 | $11.2M | Buy |
117,383
+73,068
| +165% | +$6.98M | 2.07% | 8 |
|
|
2017
Q2 | $4.05M | Sell |
44,315
-1,854
| -4% | -$169K | 0.82% | 51 |
|
|
2017
Q1 | $4.06M | Buy |
46,169
+39,792
| +624% | +$3.5M | 0.81% | 48 |
|
|
2016
Q4 | $550K | Sell |
6,377
-162
| -2% | -$14K | 0.12% | 91 |
|
|
2016
Q3 | $435K | Buy |
6,539
+1,433
| +28% | +$95.3K | 0.09% | 106 |
|
|
2016
Q2 | $317K | Sell |
5,106
-57
| -1% | -$3.54K | 0.07% | 121 |
|
|
2016
Q1 | $306K | Buy |
5,163
+881
| +21% | +$52.2K | 0.07% | 122 |
|
|
2015
Q4 | $283K | Sell |
4,282
-1,290
| -23% | -$85.3K | 0.07% | 129 |
|
|
2015
Q3 | $340K | Buy |
5,572
+1,161
| +26% | +$70.8K | 0.08% | 119 |
|
|
2015
Q2 | $299K | Buy |
4,411
+114
| +3% | +$7.73K | 0.07% | 139 |
|
|
2015
Q1 | $260K | Sell |
4,297
-1,179
| -22% | -$71.3K | 0.06% | 141 |
|
|
2014
Q4 | $343K | Sell |
5,476
-32
| -0.6% | -$2K | 0.08% | 129 |
|
|
2014
Q3 | $332K | Buy |
5,508
+14
| +0.3% | +$844 | 0.08% | 129 |
|
|
2014
Q2 | $317K | Sell |
5,494
-2,094
| -28% | -$121K | 0.07% | 130 |
|
|
2014
Q1 | $461K | Buy |
7,588
+1,812
| +31% | +$110K | 0.11% | 104 |
|
|
2013
Q4 | $338K | Sell |
5,776
-410
| -7% | -$24K | 0.09% | 119 |
|
|
2013
Q3 | $323K | Sell |
6,186
-2,271
| -27% | -$119K | 0.12% | 106 |
|
|
2013
Q2 | $446K | Buy |
+8,457
| New | +$446K | 0.12% | 114 |
|