Rappaport Reiches Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $406K | Buy |
1,655
+587
| +55% | +$144K | 0.1% | 71 |
|
|
2024
Q4 | $256K | Buy |
1,068
+39
| +4% | +$9.35K | 0.07% | 85 |
|
|
2024
Q3 | $217K | Buy |
1,029
+17
| +2% | +$3.59K | 0.06% | 105 |
|
|
2024
Q2 | $205K | Sell |
1,012
-41
| -4% | -$8.29K | 0.06% | 95 |
|
|
2024
Q1 | $211K | Buy |
+1,053
| New | +$211K | 0.07% | 96 |
|
|
2023
Q3 | – | Sell |
-2,737
| Closed | -$398K | – | 76 |
|
|
2023
Q2 | $398K | Sell |
2,737
-2,298
| -46% | -$334K | 0.17% | 54 |
|
|
2023
Q1 | $656K | Sell |
5,035
-3,448
| -41% | -$449K | 0.29% | 39 |
|
|
2022
Q4 | $1.14M | Buy |
+8,483
| New | +$1.14M | 0.56% | 25 |
|
|
2022
Q2 | – | Sell |
-1,791
| Closed | -$246K | – | 84 |
|
|
2022
Q1 | $246K | Buy |
1,791
+392
| +28% | +$53.9K | 0.13% | 74 |
|
|
2021
Q4 | $222K | Sell |
1,399
-43
| -3% | -$6.81K | 0.19% | 57 |
|
|
2021
Q3 | $236K | Hold |
1,442
| – | – | 0.23% | 50 |
|
|
2021
Q2 | $224K | Buy |
+1,442
| New | +$224K | 0.24% | 50 |
|