Raelipskie Partnership’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 | $4.69M | Sell |
16,178
-1,868
| -10% | -$542K | 2.15% | 11 |
|
|
2025
Q1 | $4.43M | Sell |
18,046
-1,322
| -7% | -$324K | 2.28% | 11 |
|
|
2024
Q4 | $4.64M | Buy |
19,368
+104
| +0.5% | +$24.9K | 2.31% | 12 |
|
|
2024
Q3 | $4.06M | Buy |
19,264
+560
| +3% | +$118K | 1.98% | 12 |
|
|
2024
Q2 | $3.78M | Sell |
18,704
-170
| -0.9% | -$34.4K | 2.02% | 12 |
|
|
2024
Q1 | $3.78M | Sell |
18,874
-643
| -3% | -$129K | 2.15% | 11 |
|
|
2023
Q4 | $3.32M | Buy |
+19,517
| New | +$3.32M | 2.02% | 11 |
|