RJFSA
Raymond James Financial Services Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $870M | Sell |
4,126,602
-179,498
| -4% | -$37.8M | 1.16% | 9 |
|
|
2024
Q2 | $871M | Buy |
4,306,100
+32,925
| +0.8% | +$6.66M | 1.24% | 9 |
|
|
2024
Q1 | $856M | Sell |
4,273,175
-20,946
| -0.5% | -$4.2M | 1.27% | 9 |
|
|
2023
Q4 | $730M | Buy |
4,294,121
+2,322
| +0.1% | +$395K | 1.19% | 8 |
|
|
2023
Q3 | $622M | Buy |
4,291,799
+38,482
| +0.9% | +$5.58M | 1.13% | 7 |
|
|
2023
Q2 | $619M | Buy |
4,253,317
+29,531
| +0.7% | +$4.29M | 1.09% | 7 |
|
|
2023
Q1 | $550M | Buy |
4,223,786
+90,001
| +2% | +$11.7M | 1.04% | 7 |
|
|
2022
Q4 | $554M | Buy |
4,133,785
+26,218
| +0.6% | +$3.52M | 1.11% | 7 |
|
|
2022
Q3 | $429M | Buy |
4,107,567
+165,825
| +4% | +$17.3M | 0.95% | 9 |
|
|
2022
Q2 | $444M | Buy |
3,941,742
+68,636
| +2% | +$7.73M | 0.97% | 8 |
|
|
2022
Q1 | $528M | Buy |
3,873,106
+243,018
| +7% | +$33.1M | 1% | 8 |
|
|
2021
Q4 | $575M | Buy |
3,630,088
+54,241
| +2% | +$8.59M | 1.07% | 9 |
|
|
2021
Q3 | $585M | Buy |
3,575,847
+87,505
| +3% | +$14.3M | 1.19% | 8 |
|
|
2021
Q2 | $543M | Buy |
3,488,342
+137,537
| +4% | +$21.4M | 1.11% | 8 |
|
|
2021
Q1 | $510M | Buy |
3,350,805
+13,984
| +0.4% | +$2.13M | 1.15% | 8 |
|
|
2020
Q4 | $424M | Buy |
3,336,821
+73,816
| +2% | +$9.38M | 1.06% | 10 |
|
|
2020
Q3 | $314M | Buy |
3,263,005
+57,823
| +2% | +$5.57M | 0.9% | 12 |
|
|
2020
Q2 | $301M | Buy |
3,205,182
+290,785
| +10% | +$27.4M | 0.96% | 12 |
|
|
2020
Q1 | $262M | Buy |
2,914,397
+87,429
| +3% | +$7.87M | 1.14% | 11 |
|
|
2019
Q4 | $394M | Buy |
2,826,968
+146,487
| +5% | +$20.4M | 1.26% | 8 |
|
|
2019
Q3 | $315M | Buy |
2,680,481
+143,377
| +6% | +$16.9M | 1.14% | 8 |
|
|
2019
Q2 | $284M | Buy |
2,537,104
+111,443
| +5% | +$12.5M | 1.09% | 11 |
|
|
2019
Q1 | $246M | Buy |
2,425,661
+166,539
| +7% | +$16.9M | 1.02% | 11 |
|
|
2018
Q4 | $221M | Buy |
2,259,122
+137,209
| +6% | +$13.4M | 1.16% | 10 |
|
|
2018
Q3 | $239M | Buy |
2,121,913
+170,087
| +9% | +$19.2M | 1.08% | 10 |
|
|
2018
Q2 | $203M | Buy |
1,951,826
+180,255
| +10% | +$18.8M | 1.03% | 9 |
|
|
2018
Q1 | $195M | Buy |
+1,771,571
| New | +$195M | 1.12% | 8 |
|
|
2017
Q4 | – | Sell |
-1,593,864
| Closed | -$152M | – | 2580 |
|
|
2017
Q3 | $152M | Buy |
1,593,864
+83,510
| +6% | +$7.98M | 0.97% | 7 |
|
|
2017
Q2 | $138M | Buy |
1,510,354
+149,002
| +11% | +$13.6M | 0.95% | 7 |
|
|
2017
Q1 | $120M | Buy |
1,361,352
+99,449
| +8% | +$8.74M | 0.91% | 9 |
|
|
2016
Q4 | $109M | Buy |
1,261,903
+97,043
| +8% | +$8.37M | 0.91% | 9 |
|
|
2016
Q3 | $77.6M | Buy |
1,164,860
+79,343
| +7% | +$5.28M | 0.69% | 18 |
|
|
2016
Q2 | $67.5M | Buy |
1,085,517
+126,328
| +13% | +$7.85M | 0.65% | 21 |
|
|
2016
Q1 | $56.8M | Buy |
959,189
+21,818
| +2% | +$1.29M | 0.65% | 22 |
|
|
2015
Q4 | $61.9M | Buy |
937,371
+126,566
| +16% | +$8.36M | 0.72% | 15 |
|
|
2015
Q3 | $49.4M | Buy |
810,805
+666,861
| +463% | +$40.7M | 0.83% | 11 |
|
|
2015
Q2 | $9.75M | Sell |
143,944
-25,668
| -15% | -$1.74M | 0.7% | 23 |
|
|
2015
Q1 | $10.3M | Sell |
169,612
-1,351
| -0.8% | -$81.8K | 0.5% | 43 |
|
|
2014
Q4 | $10.7M | Sell |
170,963
-5,381
| -3% | -$337K | 0.55% | 37 |
|
|
2014
Q3 | $10.6M | Buy |
176,344
+3,898
| +2% | +$235K | 0.57% | 37 |
|
|
2014
Q2 | $9.94M | Buy |
172,446
+5,332
| +3% | +$307K | 0.59% | 34 |
|
|
2014
Q1 | $10.1M | Sell |
167,114
-17,496
| -9% | -$1.06M | 0.6% | 33 |
|
|
2013
Q4 | $10.8M | Buy |
184,610
+10,090
| +6% | +$590K | 0.66% | 29 |
|
|
2013
Q3 | $9.02M | Sell |
174,520
-78,939
| -31% | -$4.08M | 0.6% | 34 |
|
|
2013
Q2 | $13.4M | Buy |
+253,459
| New | +$13.4M | 0.39% | 53 |
|