RAM Investment Partners’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 | $741K | Buy |
2,555
+994
| +64% | +$288K | 0.16% | 45 |
|
|
2025
Q1 | $383K | Buy |
1,561
+94
| +6% | +$23.1K | 0.09% | 61 |
|
|
2024
Q4 | $352K | Sell |
1,467
-310
| -17% | -$74.3K | 0.09% | 65 |
|
|
2024
Q3 | $375K | Buy |
1,777
+90
| +5% | +$19K | 0.1% | 57 |
|
|
2024
Q2 | $341K | Buy |
1,687
+166
| +11% | +$33.6K | 0.1% | 59 |
|
|
2024
Q1 | $305K | Buy |
1,521
+175
| +13% | +$35K | 0.1% | 60 |
|
|
2023
Q4 | $229K | Buy |
+1,346
| New | +$229K | 0.08% | 57 |
|