JP Morgan Chase

JP Morgan Chase’s Rite Aid Corporation RAD Stock Holding History

JP Morgan Chase’s Portfolio RAD Stock Details RAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-508,200	Closed	-$228K	–	8086
2023 Q3	$228K	Buy	508,200 +500,000	+6,098%	+$670K	﹤0.01%	4990
2023 Q2	$12.4K	Hold	8,200	–	–	﹤0.01%	6017
2023 Q1	$18K	Hold	8,200	–	–	﹤0.01%	6002
2022 Q4	$27K	Buy	+8,200	New	+$39K	﹤0.01%	5796
2017 Q3	–	Sell	-42,740	Closed	-$2.52M	–	5253
2017 Q2	$2.52M	Buy	42,740 +6,290	+17%	+$475K	﹤0.01%	2905
2017 Q1	$3.1M	Buy	+36,450	New	+$4.39M	﹤0.01%	2762
2016 Q4	–	Sell	-6,370	Closed	-$980K	–	5182
2016 Q3	$980K	Buy	+6,370	New	+$951K	﹤0.01%	3144
2015 Q3	–	Sell	-13,328	Closed	-$2.23M	–	4128
2015 Q2	$2.23M	Buy	+13,328	New	+$2.24M	﹤0.01%	2851

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Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $306M AUM 24.15% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Trivant Custom Portfolio Group San Diego, California $182M AUM 19.54% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Sittner & Nelson Eugene, Oregon $274M AUM 22.46% 1-Year Est. Return