Rappaport Reiches Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $406K | Buy |
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|
2024
Q4 | $256K | Buy |
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|
2024
Q3 | $217K | Buy |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $398K | Sell |
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|
2023
Q1 | $656K | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Buy |
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|
2021
Q4 | $222K | Sell |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $224K | Buy |
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