RAM
Ramirez Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.5M | Buy |
22,415
+7,071
| +46% | +$2.05M | 0.98% | 30 |
|
|
2025
Q1 | $3.76M | Sell |
15,344
-183
| -1% | -$44.9K | 0.78% | 35 |
|
|
2024
Q4 | $3.72M | Hold |
15,527
| – | – | 0.75% | 43 |
|
|
2024
Q3 | $3.27M | Buy |
15,527
+400
| +3% | +$84.3K | 0.63% | 52 |
|
|
2024
Q2 | $3.06M | Hold |
15,127
| – | – | 0.62% | 59 |
|
|
2024
Q1 | $3.03M | Buy |
15,127
+869
| +6% | +$174K | 0.61% | 62 |
|
|
2023
Q4 | $2.43M | Hold |
14,258
| – | – | 0.49% | 73 |
|
|
2023
Q3 | $2.07M | Buy |
+14,258
| New | +$2.07M | 0.44% | 76 |
|