Rather & Kittrell’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 | $427K | Buy |
1,474
+32
| +2% | +$9.28K | 0.08% | 65 |
|
|
2025
Q1 | $354K | Buy |
1,442
+32
| +2% | +$7.85K | 0.08% | 70 |
|
|
2024
Q4 | $338K | Buy |
1,410
+2
| +0.1% | +$479 | 0.08% | 69 |
|
|
2024
Q3 | $297K | Buy |
1,408
+38
| +3% | +$8.01K | 0.07% | 73 |
|
|
2024
Q2 | $277K | Sell |
1,370
-20
| -1% | -$4.05K | 0.08% | 71 |
|
|
2024
Q1 | $278K | Buy |
1,390
+63
| +5% | +$12.6K | 0.08% | 68 |
|
|
2023
Q4 | $226K | Buy |
+1,327
| New | +$226K | 0.08% | 65 |
|
|
2022
Q1 | – | Sell |
-723
| Closed | -$114K | – | 185 |
|
|
2021
Q4 | $114K | Buy |
+723
| New | +$114K | 0.1% | 84 |
|