Ranch Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.12M | Buy |
17,412
+496
| +3% | +$151K | 1.87% | 10 |
|
|
2025
Q4 | $5.45M | Buy |
16,916
+643
| +4% | +$199K | 2.01% | 9 |
|
|
2025
Q3 | $5.13M | Buy |
16,273
+614
| +4% | +$183K | 1.99% | 9 |
|
|
2025
Q2 | $4.54M | Buy |
15,659
+624
| +4% | +$159K | 1.97% | 10 |
|
|
2025
Q1 | $3.69M | Buy |
15,035
+779
| +5% | +$199K | 1.75% | 14 |
|
|
2024
Q4 | $3.42M | Buy |
14,256
+90
| +0.6% | +$21K | 1.61% | 17 |
|
|
2024
Q3 | $2.99M | Buy |
14,166
+122
| +0.9% | +$25.7K | 1.41% | 16 |
|
|
2024
Q2 | $2.84M | Buy |
14,044
+704
| +5% | +$138K | 1.49% | 15 |
|
|
2024
Q1 | $2.67M | Buy |
13,340
+265
| +2% | +$47.8K | 1.44% | 16 |
|
|
2023
Q4 | $2.22M | Buy |
13,075
+266
| +2% | +$40.3K | 1.39% | 17 |
|
|
2023
Q3 | $1.86M | Sell |
12,809
-97
| -0.8% | -$14.5K | 1.3% | 22 |
|
|
2023
Q2 | $1.88M | Buy |
12,906
+33
| +0.3% | +$4.54K | 1.32% | 19 |
|
|
2023
Q1 | $1.68M | Buy |
12,873
+446
| +4% | +$61.1K | 1.23% | 23 |
|
|
2022
Q4 | $1.67M | Sell |
12,427
-44
| -0.4% | -$5.58K | 1.3% | 19 |
|
|
2022
Q3 | $1.3M | Buy |
12,471
+82
| +0.7% | +$9.41K | 1.07% | 24 |
|
|
2022
Q2 | $1.4M | Sell |
12,389
-365
| -3% | -$45.2K | 1.07% | 24 |
|
|
2022
Q1 | $1.74M | Buy |
12,754
+48
| +0.4% | +$7.08K | 1.15% | 21 |
|
|
2021
Q4 | $2.01M | Sell |
12,706
-34
| -0.3% | -$5.58K | 1.31% | 18 |
|
|
2021
Q3 | $2.08M | Buy |
12,740
+78
| +0.6% | +$12.2K | 1.3% | 9 |
|
|
2021
Q2 | $1.97M | Buy |
12,662
+265
| +2% | +$41.6K | 1.18% | 10 |
|
|
2021
Q1 | $1.89M | Buy |
12,397
+125
| +1% | +$18K | 1.25% | 11 |
|
|
2020
Q4 | $1.56M | Buy |
12,272
+1,079
| +10% | +$121K | 1.12% | 12 |
|
|
2020
Q3 | $1.08M | Sell |
11,193
-54
| -0.5% | -$5.3K | 0.87% | 20 |
|
|
2020
Q2 | $1.13M | Sell |
11,247
-1,489
| -12% | -$141K | 0.89% | 18 |
|
|
2020
Q1 | $1.15M | Sell |
12,736
-151
| -1% | -$18.3K | 1.13% | 11 |
|
|
2019
Q4 | $1.8M | Buy |
12,887
+752
| +6% | +$96.4K | 1.46% | 6 |
|
|
2019
Q3 | $1.43M | Buy |
+12,135
| New | +$1.37M | 1.53% | 9 |
|
Other funds holding JPM
VCM
VPM
