RA
Rational Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
3,658
+883
| +32% | +$256K | 0.11% | 79 |
|
|
2025
Q1 | $681K | Buy |
2,775
+820
| +42% | +$201K | 0.07% | 94 |
|
|
2024
Q4 | $469K | Sell |
1,955
-5,897
| -75% | -$1.41M | 0.05% | 95 |
|
|
2024
Q3 | $1.66M | Buy |
7,852
+3,545
| +82% | +$747K | 0.16% | 69 |
|
|
2024
Q2 | $871K | Buy |
4,307
+2,805
| +187% | +$567K | 0.09% | 75 |
|
|
2024
Q1 | $301K | Sell |
1,502
-782
| -34% | -$157K | 0.03% | 105 |
|
|
2023
Q4 | $389K | Sell |
2,284
-3,598
| -61% | -$612K | 0.04% | 92 |
|
|
2023
Q3 | $853K | Sell |
5,882
-1,636
| -22% | -$237K | 0.08% | 78 |
|
|
2023
Q2 | $1.09M | Buy |
7,518
+2,312
| +44% | +$336K | 0.09% | 80 |
|
|
2023
Q1 | $678K | Buy |
5,206
+692
| +15% | +$90.2K | 0.06% | 109 |
|
|
2022
Q4 | $605K | Sell |
4,514
-1,858
| -29% | -$249K | 0.05% | 94 |
|
|
2022
Q3 | $666K | Buy |
6,372
+610
| +11% | +$63.8K | 0.05% | 91 |
|
|
2022
Q2 | $649K | Buy |
5,762
+552
| +11% | +$62.2K | 0.05% | 94 |
|
|
2022
Q1 | $710K | Sell |
5,210
-11,337
| -69% | -$1.54M | 0.04% | 97 |
|
|
2021
Q4 | $2.62M | Buy |
16,547
+3,769
| +29% | +$597K | 0.16% | 49 |
|
|
2021
Q3 | $2.09M | Sell |
12,778
-4,573
| -26% | -$749K | 0.16% | 50 |
|
|
2021
Q2 | $2.7M | Buy |
17,351
+447
| +3% | +$69.5K | 0.32% | 38 |
|
|
2021
Q1 | $2.57M | Buy |
16,904
+457
| +3% | +$69.6K | 0.48% | 41 |
|
|
2020
Q4 | $2.09M | Sell |
16,447
-1,616
| -9% | -$205K | 0.56% | 39 |
|
|
2020
Q3 | $1.74M | Sell |
18,063
-1,464
| -7% | -$141K | 0.75% | 39 |
|
|
2020
Q2 | $1.84M | Buy |
19,527
+18,927
| +3,155% | +$1.78M | 0.95% | 27 |
|
|
2020
Q1 | $54K | Sell |
600
-1,382
| -70% | -$124K | 0.04% | 145 |
|
|
2019
Q4 | $276K | Sell |
1,982
-9,343
| -82% | -$1.3M | 0.13% | 165 |
|
|
2019
Q3 | $1.33M | Buy |
11,325
+825
| +8% | +$97.2K | 0.52% | 58 |
|
|
2019
Q2 | $1.17M | Sell |
10,500
-24,697
| -70% | -$2.76M | 0.42% | 90 |
|
|
2019
Q1 | $3.56M | Sell |
35,197
-7,720
| -18% | -$781K | 0.96% | 21 |
|
|
2018
Q4 | $4.19M | Buy |
42,917
+34,025
| +383% | +$3.32M | 1.31% | 19 |
|
|
2018
Q3 | $1M | Buy |
8,892
+5,583
| +169% | +$630K | 0.24% | 99 |
|
|
2018
Q2 | $345K | Sell |
3,309
-11,721
| -78% | -$1.22M | 0.16% | 157 |
|
|
2018
Q1 | $1.65M | Sell |
15,030
-1,639
| -10% | -$180K | 0.78% | 36 |
|
|
2017
Q4 | $1.78M | Sell |
16,669
-10,041
| -38% | -$1.07M | 0.92% | 16 |
|
|
2017
Q3 | $2.55M | Sell |
26,710
-100
| -0.4% | -$9.55K | 1.37% | 7 |
|
|
2017
Q2 | $2.45M | Buy |
26,810
+6,010
| +29% | +$549K | 1.53% | 8 |
|
|
2017
Q1 | $1.83M | Sell |
20,800
-271
| -1% | -$23.8K | 1.2% | 23 |
|
|
2016
Q4 | $1.82M | Sell |
21,071
-12,529
| -37% | -$1.08M | 1.73% | 5 |
|
|
2016
Q3 | $2.24M | Buy |
+33,600
| New | +$2.24M | 1.47% | 7 |
|
|
2015
Q3 | $2.42M | Hold |
39,732
| – | – | 0.98% | 21 |
|
|
2015
Q2 | $2.69M | Sell |
39,732
-23,250
| -37% | -$1.58M | 0.87% | 32 |
|
|
2015
Q1 | $3.82M | Sell |
62,982
-7,688
| -11% | -$466K | 0.92% | 28 |
|
|
2014
Q4 | $4.42M | Buy |
+70,670
| New | +$4.42M | 0.88% | 28 |
|
|
2013
Q4 | $8.39M | Sell |
143,530
-43,122
| -23% | -$2.52M | 0.72% | 16 |
|
|
2013
Q3 | $9.65M | Sell |
186,652
-1,100
| -0.6% | -$56.9K | 0.74% | 8 |
|
|
2013
Q2 | $9.91M | Buy |
+187,752
| New | +$9.91M | 0.83% | 6 |
|