RBO & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Sell |
|
|||||
|
2025
Q1 | $26.6M | Sell |
|
|||||
|
2024
Q4 | $26.5M | Sell |
|
|||||
|
2024
Q3 | $23.5M | Sell |
|
|||||
|
2024
Q2 | $22.6M | Sell |
|
|||||
|
2024
Q1 | $26M | Sell |
|
|||||
|
2023
Q4 | $22.3M | Sell |
|
|||||
|
2023
Q3 | $19.6M | Sell |
|
|||||
|
2023
Q2 | $19.8M | Sell |
|
|||||
|
2023
Q1 | $17.7M | Sell |
|
|||||
|
2022
Q4 | $18.3M | Buy |
|
|||||
|
2022
Q3 | $14.3M | Buy |
|
|||||
|
2022
Q2 | $14.8M | Buy |
|
|||||
|
2022
Q1 | $16.4M | Sell |
|
|||||
|
2021
Q4 | $19.1M | Hold |
|
|||||
|
2021
Q3 | $19.8M | Hold |
|
|||||
|
2021
Q2 | $18.8M | Sell |
|
|||||
|
2021
Q1 | $18.9M | Buy |
|
|||||
|
2020
Q4 | $15.8M | Sell |
|
|||||
|
2020
Q3 | $12M | Buy |
|
|||||
|
2020
Q2 | $11.7M | Sell |
|
|||||
|
2020
Q1 | $11.2M | Sell |
|
|||||
|
2019
Q4 | $17.4M | Sell |
|
|||||
|
2019
Q3 | $14.9M | Buy |
|
|||||
|
2019
Q2 | $14M | Sell |
|
|||||
|
2019
Q1 | $12.7M | Buy |
|
|||||
|
2018
Q4 | $12.3M | Buy |
|
|||||
|
2018
Q3 | $14M | Sell |
|
|||||
|
2018
Q2 | $14.1M | Sell |
|
|||||
|
2018
Q1 | $15.1M | Buy |
|
|||||
|
2017
Q4 | $14.5M | Sell |
|
|||||
|
2017
Q3 | $13M | Buy |
|
|||||
|
2017
Q2 | $12.4M | Sell |
|
|||||
|
2017
Q1 | $12M | Sell |
|
|||||
|
2016
Q4 | $11.8M | Hold |
|
|||||
|
2016
Q3 | $9.11M | Buy |
|
|||||
|
2016
Q2 | $8.48M | Buy |
|
|||||
|
2016
Q1 | $8.05M | Buy |
|
|||||
|
2015
Q4 | $8.41M | Buy |
|
|||||
|
2015
Q3 | $7.65M | Buy |
|
|||||
|
2015
Q2 | $7.6M | Buy |
|
|||||
|
2015
Q1 | $6.71M | Buy |
|
|||||
|
2014
Q4 | $6.6M | Buy |
|
|||||
|
2014
Q3 | $6.33M | Buy |
|
|||||
|
2014
Q2 | $5.88M | Buy |
|
|||||
|
2014
Q1 | $6.12M | Buy |
|
|||||
|
2013
Q4 | $5.87M | Buy |
|
|||||
|
2013
Q3 | $5.11M | Buy |
|
|||||
|
2013
Q2 | $5.09M | Buy |
|