LRPA
L. Roy Papp & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46M | Hold |
25,719
| – | – | 0.89% | 30 |
|
|
2025
Q1 | $6.31M | Buy |
25,719
+77
| +0.3% | +$18.9K | 0.77% | 34 |
|
|
2024
Q4 | $6.15M | Sell |
25,642
-10
| -0% | -$2.4K | 0.72% | 35 |
|
|
2024
Q3 | $5.41M | Sell |
25,652
-98
| -0.4% | -$20.7K | 0.65% | 35 |
|
|
2024
Q2 | $5.21M | Sell |
25,750
-75
| -0.3% | -$15.2K | 0.63% | 39 |
|
|
2024
Q1 | $5.17M | Buy |
25,825
+98
| +0.4% | +$19.6K | 0.62% | 42 |
|
|
2023
Q4 | $4.38M | Sell |
25,727
-73
| -0.3% | -$12.4K | 0.54% | 45 |
|
|
2023
Q3 | $3.74M | Buy |
25,800
+635
| +3% | +$92.1K | 0.51% | 45 |
|
|
2023
Q2 | $3.66M | Buy |
25,165
+270
| +1% | +$39.3K | 0.47% | 48 |
|
|
2023
Q1 | $3.24M | Hold |
24,895
| – | – | 0.44% | 53 |
|
|
2022
Q4 | $3.34M | Sell |
24,895
-16
| -0.1% | -$2.15K | 0.47% | 50 |
|
|
2022
Q3 | $2.6M | Sell |
24,911
-100
| -0.4% | -$10.4K | 0.39% | 55 |
|
|
2022
Q2 | $2.82M | Sell |
25,011
-156
| -0.6% | -$17.6K | 0.41% | 51 |
|
|
2022
Q1 | $3.43M | Buy |
25,167
+31
| +0.1% | +$4.23K | 0.43% | 51 |
|
|
2021
Q4 | $3.98M | Buy |
25,136
+6
| +0% | +$950 | 0.46% | 52 |
|
|
2021
Q3 | $4.11M | Hold |
25,130
| – | – | 0.52% | 46 |
|
|
2021
Q2 | $3.91M | Hold |
25,130
| – | – | 0.49% | 48 |
|
|
2021
Q1 | $3.83M | Sell |
25,130
-226
| -0.9% | -$34.4K | 0.55% | 46 |
|
|
2020
Q4 | $3.22M | Sell |
25,356
-8,368
| -25% | -$1.06M | 0.37% | 58 |
|
|
2020
Q3 | $3.25M | Sell |
33,724
-3,650
| -10% | -$351K | 0.42% | 54 |
|
|
2020
Q2 | $3.52M | Sell |
37,374
-327
| -0.9% | -$30.8K | 0.5% | 46 |
|
|
2020
Q1 | $3.39M | Sell |
37,701
-59
| -0.2% | -$5.31K | 0.62% | 40 |
|
|
2019
Q4 | $5.26M | Buy |
37,760
+70
| +0.2% | +$9.76K | 0.76% | 36 |
|
|
2019
Q3 | $4.44M | Sell |
37,690
-39
| -0.1% | -$4.59K | 0.7% | 43 |
|
|
2019
Q2 | $4.22M | Buy |
37,729
+400
| +1% | +$44.7K | 0.66% | 42 |
|
|
2019
Q1 | $3.78M | Buy |
37,329
+98
| +0.3% | +$9.92K | 0.68% | 40 |
|
|
2018
Q4 | $3.63M | Hold |
37,231
| – | – | 0.76% | 39 |
|
|
2018
Q3 | $4.2M | Hold |
37,231
| – | – | 0.75% | 37 |
|
|
2018
Q2 | $3.88M | Hold |
37,231
| – | – | 0.73% | 36 |
|
|
2018
Q1 | $4.09M | Hold |
37,231
| – | – | 0.78% | 32 |
|
|
2017
Q4 | $3.98M | Sell |
37,231
-500
| -1% | -$53.5K | 0.79% | 32 |
|
|
2017
Q3 | $3.6M | Sell |
37,731
-50
| -0.1% | -$4.78K | 0.78% | 34 |
|
|
2017
Q2 | $3.45M | Sell |
37,781
-810
| -2% | -$74K | 0.75% | 37 |
|
|
2017
Q1 | $3.39M | Buy |
38,591
+810
| +2% | +$71.2K | 0.77% | 36 |
|
|
2016
Q4 | $3.26M | Hold |
37,781
| – | – | 0.75% | 36 |
|
|
2016
Q3 | $2.52M | Buy |
37,781
+500
| +1% | +$33.3K | 0.58% | 45 |
|
|
2016
Q2 | $2.32M | Sell |
37,281
-298
| -0.8% | -$18.5K | 0.55% | 48 |
|
|
2016
Q1 | $2.23M | Buy |
37,579
+184
| +0.5% | +$10.9K | 0.53% | 50 |
|
|
2015
Q4 | $2.47M | Sell |
37,395
-200
| -0.5% | -$13.2K | 0.6% | 45 |
|
|
2015
Q3 | $2.29M | Sell |
37,595
-21
| -0.1% | -$1.28K | 0.57% | 47 |
|
|
2015
Q2 | $2.55M | Buy |
37,616
+21
| +0.1% | +$1.42K | 0.58% | 47 |
|
|
2015
Q1 | $2.28M | Hold |
37,595
| – | – | 0.5% | 50 |
|
|
2014
Q4 | $2.35M | Buy |
+37,595
| New | +$2.35M | 0.51% | 47 |
|