Leonard Rickey Investment 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 | $1.48M | Sell |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $999K | Buy |
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|
2023
Q4 | $818K | Buy |
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|
2023
Q3 | $671K | Buy |
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|
2023
Q2 | $658K | Buy |
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|
2023
Q1 | $563K | Buy |
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|
2022
Q4 | $530K | Buy |
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|
2022
Q3 | $355K | Sell |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $478K | Buy |
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|
2021
Q4 | $502K | Sell |
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|
2021
Q3 | $520K | Buy |
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|
2021
Q2 | $440K | Sell |
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|
2021
Q1 | $475K | Buy |
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|
2020
Q4 | $377K | Sell |
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|
2020
Q3 | $290K | Buy |
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|
2020
Q2 | $256K | Buy |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q4 | $341K | Buy |
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|
2019
Q3 | $273K | Buy |
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|
2019
Q2 | $232K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $214K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $209K | Hold |
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|
2017
Q4 | $203K | Buy |
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