RJA
Raymond James & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.94B | Buy |
9,209,202
+46,874
| +0.5% | +$9.88M | 1.18% | 9 |
|
|
2024
Q2 | $1.85B | Sell |
9,162,328
-158,312
| -2% | -$32M | 1.22% | 9 |
|
|
2024
Q1 | $1.87B | Buy |
9,320,640
+204,472
| +2% | +$41M | 1.27% | 8 |
|
|
2023
Q4 | $1.55B | Buy |
9,116,168
+243,422
| +3% | +$41.4M | 1.16% | 7 |
|
|
2023
Q3 | $1.29B | Buy |
8,872,746
+14,331
| +0.2% | +$2.08M | 1.08% | 7 |
|
|
2023
Q2 | $1.29B | Buy |
8,858,415
+238,437
| +3% | +$34.7M | 1.06% | 7 |
|
|
2023
Q1 | $1.12B | Buy |
8,619,978
+63,520
| +0.7% | +$8.28M | 0.98% | 8 |
|
|
2022
Q4 | $1.15B | Buy |
8,556,458
+626,078
| +8% | +$84M | 1.05% | 7 |
|
|
2022
Q3 | $829M | Buy |
7,930,380
+358,488
| +5% | +$37.5M | 0.84% | 12 |
|
|
2022
Q2 | $853M | Sell |
7,571,892
-260,666
| -3% | -$29.4M | 0.83% | 13 |
|
|
2022
Q1 | $1.07B | Buy |
7,832,558
+186,318
| +2% | +$25.4M | 0.9% | 10 |
|
|
2021
Q4 | $1.21B | Buy |
7,646,240
+49,584
| +0.7% | +$7.85M | 0.98% | 10 |
|
|
2021
Q3 | $1.24B | Buy |
7,596,656
+127,912
| +2% | +$20.9M | 1.12% | 8 |
|
|
2021
Q2 | $1.16B | Buy |
7,468,744
+848,386
| +13% | +$132M | 1.06% | 8 |
|
|
2021
Q1 | $1.01B | Sell |
6,620,358
-323,113
| -5% | -$49.2M | 1.02% | 9 |
|
|
2020
Q4 | $882M | Buy |
6,943,471
+1,657
| +0% | +$211K | 0.97% | 10 |
|
|
2020
Q3 | $668M | Buy |
6,941,814
+231,186
| +3% | +$22.3M | 0.84% | 13 |
|
|
2020
Q2 | $631M | Buy |
6,710,628
+357,587
| +6% | +$33.6M | 0.85% | 14 |
|
|
2020
Q1 | $572M | Sell |
6,353,041
-66,214
| -1% | -$5.96M | 0.91% | 12 |
|
|
2019
Q4 | $895M | Buy |
6,419,255
+76,766
| +1% | +$10.7M | 1.14% | 7 |
|
|
2019
Q3 | $746M | Buy |
6,342,489
+203,933
| +3% | +$24M | 1.04% | 7 |
|
|
2019
Q2 | $686M | Buy |
6,138,556
+268,118
| +5% | +$30M | 0.99% | 8 |
|
|
2019
Q1 | $594M | Buy |
5,870,438
+12,904
| +0.2% | +$1.31M | 0.9% | 10 |
|
|
2018
Q4 | $572M | Buy |
5,857,534
+123,988
| +2% | +$12.1M | 1% | 8 |
|
|
2018
Q3 | $647M | Buy |
5,733,546
+238,554
| +4% | +$26.9M | 1% | 8 |
|
|
2018
Q2 | $573M | Buy |
5,494,992
+274,677
| +5% | +$28.6M | 0.96% | 8 |
|
|
2018
Q1 | $574M | Buy |
5,220,315
+152,977
| +3% | +$16.8M | 1.03% | 7 |
|
|
2017
Q4 | $542M | Buy |
5,067,338
+200,036
| +4% | +$21.4M | 1% | 9 |
|
|
2017
Q3 | $465M | Buy |
4,867,302
+122,109
| +3% | +$11.7M | 0.93% | 7 |
|
|
2017
Q2 | $434M | Buy |
4,745,193
+339,648
| +8% | +$31M | 0.94% | 7 |
|
|
2017
Q1 | $387M | Buy |
4,405,545
+159,411
| +4% | +$14M | 0.9% | 11 |
|
|
2016
Q4 | $366M | Buy |
4,246,134
+273,394
| +7% | +$23.6M | 0.94% | 12 |
|
|
2016
Q3 | $265M | Buy |
3,972,740
+386,079
| +11% | +$25.7M | 0.72% | 18 |
|
|
2016
Q2 | $223M | Buy |
3,586,661
+136,559
| +4% | +$8.49M | 0.7% | 19 |
|
|
2016
Q1 | $204M | Buy |
3,450,102
+359,727
| +12% | +$21.3M | 0.69% | 17 |
|
|
2015
Q4 | $204M | Buy |
3,090,375
+299,961
| +11% | +$19.8M | 0.73% | 16 |
|
|
2015
Q3 | $170M | Buy |
2,790,414
+181,857
| +7% | +$11.1M | 0.69% | 17 |
|
|
2015
Q2 | $177M | Buy |
2,608,557
+417,185
| +19% | +$28.3M | 0.68% | 14 |
|
|
2015
Q1 | $133M | Sell |
2,191,372
-152,788
| -7% | -$9.26M | 0.58% | 21 |
|
|
2014
Q4 | $147M | Buy |
2,344,160
+479,148
| +26% | +$30M | 0.72% | 16 |
|
|
2014
Q3 | $112M | Buy |
1,865,012
+116,711
| +7% | +$7.03M | 0.65% | 19 |
|
|
2014
Q2 | $101M | Buy |
1,748,301
+167,759
| +11% | +$9.67M | 0.62% | 17 |
|
|
2014
Q1 | $96M | Buy |
1,580,542
+324,772
| +26% | +$19.7M | 0.66% | 15 |
|
|
2013
Q4 | $73.4M | Buy |
1,255,770
+315,898
| +34% | +$18.5M | 0.55% | 25 |
|
|
2013
Q3 | $48.6M | Sell |
939,872
-16,517
| -2% | -$854K | 0.42% | 37 |
|
|
2013
Q2 | $50.5M | Buy |
+956,389
| New | +$50.5M | 0.48% | 33 |
|