R.W. Roge & Company’s JPMorgan Chase JPM Stock Holding History

R.W. Roge & Company’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$658K	Sell
2025 Q2	$622K	Sell
2025 Q1	$613K	Buy
2024 Q4	$370K	Hold
2024 Q3	$325K	Buy
2020 Q1	–	Sell
2019 Q4	$221K	Buy