R.M. Davis Inc’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
Q2 | $107M | Buy |
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|
2025
Q1 | $85.1M | Buy |
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|
2024
Q4 | $82.1M | Buy |
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|
2024
Q3 | $71.9M | Sell |
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|
2024
Q2 | $69.7M | Sell |
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|
2024
Q1 | $69.7M | Sell |
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|
2023
Q4 | $59.8M | Sell |
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|
2023
Q3 | $51.6M | Sell |
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|
2023
Q2 | $52.8M | Sell |
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|
2023
Q1 | $48M | Sell |
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|
2022
Q4 | $51M | Sell |
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|
2022
Q3 | $40.5M | Sell |
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|
2022
Q2 | $44.1M | Buy |
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|
2022
Q1 | $53.1M | Buy |
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|
2021
Q4 | $59.4M | Buy |
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|
2021
Q3 | $59.5M | Buy |
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|
2021
Q2 | $54.1M | Buy |
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|
2021
Q1 | $50.1M | Buy |
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|
2020
Q4 | $39.1M | Buy |
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|
2020
Q3 | $27.9M | Buy |
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|
2020
Q2 | $24.7M | Buy |
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|
2020
Q1 | $21.7M | Buy |
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|
2019
Q4 | $32.5M | Buy |
|
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|
2019
Q3 | $26.2M | Buy |
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|
2019
Q2 | $24.2M | Buy |
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|
2019
Q1 | $21M | Buy |
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|
2018
Q4 | $19.5M | Buy |
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|
2018
Q3 | $20.8M | Buy |
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|
2018
Q2 | $17.4M | Buy |
|
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|
2018
Q1 | $11.1M | Buy |
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|
2017
Q4 | $5.1M | Buy |
|
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|
2017
Q3 | $4.5M | Buy |
|
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|
2017
Q2 | $4M | Sell |
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|
2017
Q1 | $4.04M | Sell |
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|
2016
Q4 | $4.03M | Buy |
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|
2016
Q3 | $3.04M | Buy |
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|
2016
Q2 | $2.77M | Buy |
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|
2016
Q1 | $2.38M | Sell |
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|
2015
Q4 | $2.76M | Buy |
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|
2015
Q3 | $2.22M | Buy |
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|
2015
Q2 | $2.39M | Sell |
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|
2015
Q1 | $2.25M | Sell |
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|
2014
Q4 | $2.67M | Sell |
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|
2014
Q3 | $2.75M | Sell |
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|
2014
Q2 | $2.9M | Sell |
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|
2014
Q1 | $3.63M | Sell |
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|
2013
Q4 | $3.98M | Sell |
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|
2013
Q3 | $4.34M | Sell |
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|
2013
Q2 | $4.91M | Buy |
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