R.W. Roge & Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Sell |
2,147
-354
| -14% | -$103K | 0.35% | 31 |
|
|
2025
Q1 | $613K | Buy |
2,501
+955
| +62% | +$234K | 0.34% | 32 |
|
|
2024
Q4 | $370K | Hold |
1,546
| – | – | 0.2% | 32 |
|
|
2024
Q3 | $325K | Buy |
+1,546
| New | +$325K | 0.17% | 36 |
|
|
2020
Q1 | – | Sell |
-1,600
| Closed | -$221K | – | 40 |
|
|
2019
Q4 | $221K | Buy |
+1,600
| New | +$221K | 0.22% | 46 |
|