Rakuten Securities’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
$467K Sell
1,610
-682
-30% -$198K 0.18% 79
2025
Q1
$562K Buy
2,292
+647
+39% +$159K 0.28% 56
2024
Q4
$394K Buy
1,645
+919
+127% +$220K 0.16% 71
2024
Q3
$153K Buy
726
+362
+99% +$76.3K 0.07% 104
2024
Q2
$73.6K Sell
364
-363
-50% -$73.4K 0.03% 145
2024
Q1
$146K Buy
727
+466
+179% +$93.3K 0.06% 109
2023
Q4
$44.4K Buy
+261
New +$44.4K 0.04% 166