RCM
Radnor Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Sell |
55,165
-369
| -0.7% | -$107K | 2.55% | 5 |
|
|
2025
Q1 | $13.6M | Sell |
55,534
-2,573
| -4% | -$631K | 2.28% | 6 |
|
|
2024
Q4 | $13.9M | Sell |
58,107
-5,444
| -9% | -$1.3M | 2.33% | 5 |
|
|
2024
Q3 | $13.4M | Buy |
63,551
+4,910
| +8% | +$1.04M | 1.99% | 6 |
|
|
2024
Q2 | $11.9M | Buy |
58,641
+1,684
| +3% | +$341K | 3.62% | 5 |
|
|
2024
Q1 | $11.4M | Sell |
56,957
-1,925
| -3% | -$386K | 1.95% | 6 |
|
|
2023
Q4 | $10M | Sell |
58,882
-22
| -0% | -$3.74K | 1.87% | 7 |
|
|
2023
Q3 | $8.54M | Sell |
58,904
-440
| -0.7% | -$63.8K | 1.7% | 7 |
|
|
2023
Q2 | $8.63M | Buy |
59,344
+2,861
| +5% | +$416K | 3.69% | 3 |
|
|
2023
Q1 | $7.36M | Buy |
56,483
+1,678
| +3% | +$219K | 1.94% | 6 |
|
|
2022
Q4 | $7.35M | Buy |
54,805
+865
| +2% | +$116K | 1.8% | 6 |
|
|
2022
Q3 | $5.64M | Sell |
53,940
-180
| -0.3% | -$18.8K | 1.63% | 6 |
|
|
2022
Q2 | $6.09M | Buy |
54,120
+200
| +0.4% | +$22.5K | 1.67% | 6 |
|
|
2022
Q1 | $7.35M | Buy |
53,920
+785
| +1% | +$107K | 1.84% | 6 |
|
|
2021
Q4 | $8.41M | Buy |
53,135
+3,636
| +7% | +$576K | 2.08% | 8 |
|
|
2021
Q3 | $8.1M | Buy |
49,499
+7,465
| +18% | +$1.22M | 4.81% | 4 |
|
|
2021
Q2 | $6.54M | Buy |
42,034
+850
| +2% | +$132K | 2.21% | 7 |
|
|
2021
Q1 | $6.27M | Sell |
41,184
-13,332
| -24% | -$2.03M | 2.02% | 7 |
|
|
2020
Q4 | $6.93M | Buy |
54,516
+1,150
| +2% | +$146K | 1.95% | 8 |
|
|
2020
Q3 | $5.14M | Buy |
53,366
+3,702
| +7% | +$356K | 1.72% | 10 |
|
|
2020
Q2 | $4.63M | Buy |
49,664
+1,800
| +4% | +$168K | 1.67% | 10 |
|
|
2020
Q1 | $4.31M | Sell |
47,864
-8
| -0% | -$720 | 1.77% | 8 |
|
|
2019
Q4 | $6.67M | Buy |
47,872
+585
| +1% | +$81.5K | 2.07% | 7 |
|
|
2019
Q3 | $5.57M | Sell |
47,287
-100
| -0.2% | -$11.8K | 1.82% | 8 |
|
|
2019
Q2 | $5.3M | Buy |
47,387
+353
| +0.8% | +$39.5K | 1.74% | 8 |
|
|
2019
Q1 | $4.76M | Sell |
47,034
-56
| -0.1% | -$5.67K | 1.56% | 8 |
|
|
2018
Q4 | $4.6M | Buy |
47,090
+910
| +2% | +$88.8K | 1.66% | 8 |
|
|
2018
Q3 | $5.21M | Buy |
46,180
+490
| +1% | +$55.3K | 1.66% | 8 |
|
|
2018
Q2 | $4.76M | Hold |
45,690
| – | – | 1.77% | 7 |
|
|
2018
Q1 | $5.03M | Sell |
45,690
-135
| -0.3% | -$14.8K | 1.71% | 8 |
|
|
2017
Q4 | $4.9M | Buy |
45,825
+485
| +1% | +$51.9K | 1.57% | 10 |
|
|
2017
Q3 | $4.14M | Hold |
45,340
| – | – | 1.4% | 12 |
|
|
2017
Q2 | $4.14M | Hold |
45,340
| – | – | 1.4% | 12 |
|
|
2017
Q1 | $3.98M | Sell |
45,340
-400
| -0.9% | -$35.1K | 1.35% | 12 |
|
|
2016
Q4 | $3.95M | Buy |
+45,740
| New | +$3.95M | 1.35% | 12 |
|