RCM
Raleigh Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
7,512
-219
| -3% | -$63.5K | 0.91% | 22 |
|
|
2025
Q1 | $1.9M | Sell |
7,731
-1,683
| -18% | -$413K | 0.86% | 30 |
|
|
2024
Q4 | $2.26M | Sell |
9,414
-344
| -4% | -$82.5K | 0.87% | 22 |
|
|
2024
Q3 | $2.06M | Sell |
9,758
-246
| -2% | -$51.9K | 0.79% | 27 |
|
|
2024
Q2 | $2.02M | Sell |
10,004
-506
| -5% | -$102K | 0.86% | 23 |
|
|
2024
Q1 | $2.11M | Buy |
10,510
+767
| +8% | +$154K | 0.91% | 24 |
|
|
2023
Q4 | $1.66M | Buy |
9,743
+1,317
| +16% | +$224K | 0.77% | 35 |
|
|
2023
Q3 | $1.22M | Buy |
8,426
+339
| +4% | +$49.2K | 0.62% | 57 |
|
|
2023
Q2 | $1.18M | Sell |
8,087
-388
| -5% | -$56.4K | 0.59% | 59 |
|
|
2023
Q1 | $1.1M | Sell |
8,475
-10,781
| -56% | -$1.4M | 0.55% | 60 |
|
|
2022
Q4 | $2.58M | Buy |
19,256
+4,074
| +27% | +$546K | 1.34% | 18 |
|
|
2022
Q3 | $1.59M | Buy |
15,182
+6,687
| +79% | +$699K | 0.93% | 34 |
|
|
2022
Q2 | $957K | Buy |
8,495
+682
| +9% | +$76.8K | 0.54% | 54 |
|
|
2022
Q1 | $1.07M | Buy |
7,813
+1,814
| +30% | +$247K | 0.58% | 50 |
|
|
2021
Q4 | $950K | Buy |
+5,999
| New | +$950K | 0.97% | 31 |
|