RJTCONH
Raymond James Trust Company of New Hampshire’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $343K | Sell |
1,627
-110
| -6% | -$23.2K | 2.83% | 11 |
|
2024
Q2 | $351K | Sell |
1,737
-9
| -0.5% | -$1.82K | 3.27% | 9 |
|
2024
Q1 | $350K | Sell |
1,746
-97
| -5% | -$19.4K | 3.48% | 8 |
|
2023
Q4 | $313K | Sell |
1,843
-49
| -3% | -$8.34K | 3.51% | 8 |
|
2023
Q3 | $274K | Sell |
1,892
-48
| -2% | -$6.96K | 3.59% | 9 |
|
2023
Q2 | $282K | Sell |
1,940
-164
| -8% | -$23.8K | 3.22% | 10 |
|
2023
Q1 | $274K | Sell |
2,104
-174
| -8% | -$22.7K | 3.08% | 10 |
|
2022
Q4 | $305K | Buy |
2,278
+2
| +0.1% | +$268 | 2.74% | 10 |
|
2022
Q3 | $238K | Buy |
2,276
+188
| +9% | +$19.7K | 2.09% | 17 |
|
2022
Q2 | $235K | Sell |
2,088
-8
| -0.4% | -$900 | 1.94% | 18 |
|
2022
Q1 | $286K | Buy |
+2,096
| New | +$286K | 1.88% | 18 |
|