LRIA
Leonard Rickey Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
4,702
-65
| -1% | -$18.8K | 0.27% | 38 |
|
|
2025
Q1 | $1.12M | Sell |
4,767
-318
| -6% | -$74.6K | 0.24% | 37 |
|
|
2024
Q4 | $1.22M | Buy |
5,085
+15
| +0.3% | +$3.6K | 0.28% | 33 |
|
|
2024
Q3 | $1.07M | Sell |
5,070
-168
| -3% | -$35.4K | 0.24% | 41 |
|
|
2024
Q2 | $1.06M | Buy |
5,238
+248
| +5% | +$50.2K | 0.25% | 39 |
|
|
2024
Q1 | $999K | Buy |
4,990
+183
| +4% | +$36.7K | 0.26% | 39 |
|
|
2023
Q4 | $818K | Buy |
4,807
+181
| +4% | +$30.8K | 0.24% | 39 |
|
|
2023
Q3 | $671K | Buy |
4,626
+105
| +2% | +$15.2K | 0.22% | 41 |
|
|
2023
Q2 | $658K | Buy |
4,521
+198
| +5% | +$28.8K | 0.25% | 38 |
|
|
2023
Q1 | $563K | Buy |
4,323
+369
| +9% | +$48.1K | 0.22% | 40 |
|
|
2022
Q4 | $530K | Buy |
3,954
+557
| +16% | +$74.7K | 0.22% | 38 |
|
|
2022
Q3 | $355K | Sell |
3,397
-166
| -5% | -$17.3K | 0.17% | 45 |
|
|
2022
Q2 | $401K | Buy |
3,563
+54
| +2% | +$6.08K | 0.18% | 45 |
|
|
2022
Q1 | $478K | Buy |
3,509
+340
| +11% | +$46.3K | 0.18% | 45 |
|
|
2021
Q4 | $502K | Sell |
3,169
-6
| -0.2% | -$950 | 0.18% | 43 |
|
|
2021
Q3 | $520K | Buy |
3,175
+258
| +9% | +$42.3K | 0.22% | 40 |
|
|
2021
Q2 | $440K | Sell |
2,917
-205
| -7% | -$30.9K | 0.19% | 44 |
|
|
2021
Q1 | $475K | Buy |
3,122
+152
| +5% | +$23.1K | 0.19% | 38 |
|
|
2020
Q4 | $377K | Sell |
2,970
-38
| -1% | -$4.82K | 0.17% | 40 |
|
|
2020
Q3 | $290K | Buy |
3,008
+285
| +10% | +$27.5K | 0.18% | 44 |
|
|
2020
Q2 | $256K | Buy |
2,723
+217
| +9% | +$20.4K | 0.17% | 53 |
|
|
2020
Q1 | $226K | Buy |
2,506
+59
| +2% | +$5.32K | 0.18% | 53 |
|
|
2019
Q4 | $341K | Buy |
2,447
+130
| +6% | +$18.1K | 0.21% | 48 |
|
|
2019
Q3 | $273K | Buy |
2,317
+240
| +12% | +$28.3K | 0.18% | 54 |
|
|
2019
Q2 | $232K | Buy |
+2,077
| New | +$232K | 0.16% | 67 |
|
|
2018
Q4 | – | Sell |
-1,900
| Closed | -$214K | – | 74 |
|
|
2018
Q3 | $214K | Buy |
+1,900
| New | +$214K | 0.16% | 63 |
|
|
2018
Q2 | – | Sell |
-1,900
| Closed | -$209K | – | 64 |
|
|
2018
Q1 | $209K | Hold |
1,900
| – | – | 0.16% | 57 |
|
|
2017
Q4 | $203K | Buy |
+1,900
| New | +$203K | 0.16% | 61 |
|