RFN
RDA Financial Network’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.08M | Buy |
31,315
+794
| +3% | +$230K | 2.45% | 9 |
|
|
2025
Q1 | $7.49M | Sell |
30,521
-176
| -0.6% | -$43.2K | 2.23% | 10 |
|
|
2024
Q4 | $7.36M | Buy |
30,697
+610
| +2% | +$146K | 2.15% | 10 |
|
|
2024
Q3 | $6.34M | Sell |
30,087
-603
| -2% | -$127K | 1.97% | 10 |
|
|
2024
Q2 | $6.21M | Sell |
30,690
-13
| -0% | -$2.63K | 2.03% | 9 |
|
|
2024
Q1 | $6.15M | Buy |
30,703
+198
| +0.6% | +$39.7K | 2.11% | 9 |
|
|
2023
Q4 | $5.19M | Buy |
30,505
+400
| +1% | +$68K | 1.97% | 8 |
|
|
2023
Q3 | $4.37M | Buy |
30,105
+266
| +0.9% | +$38.6K | 1.89% | 7 |
|
|
2023
Q2 | $4.34M | Buy |
29,839
+4,180
| +16% | +$608K | 1.83% | 8 |
|
|
2023
Q1 | $3.34M | Buy |
25,659
+347
| +1% | +$45.2K | 1.53% | 11 |
|
|
2022
Q4 | $3.39M | Sell |
25,312
-8
| -0% | -$1.07K | 1.71% | 10 |
|
|
2022
Q3 | $2.65M | Buy |
25,320
+373
| +1% | +$39K | 1.44% | 13 |
|
|
2022
Q2 | $2.81M | Buy |
24,947
+508
| +2% | +$57.2K | 1.42% | 16 |
|
|
2022
Q1 | $3.33M | Buy |
24,439
+1,258
| +5% | +$172K | 1.41% | 17 |
|
|
2021
Q4 | $3.67M | Sell |
23,181
-211
| -0.9% | -$33.4K | 1.5% | 11 |
|
|
2021
Q3 | $3.83M | Sell |
23,392
-400
| -2% | -$65.5K | 1.69% | 9 |
|
|
2021
Q2 | $3.7M | Buy |
23,792
+78
| +0.3% | +$12.1K | 1.63% | 9 |
|
|
2021
Q1 | $3.61M | Sell |
23,714
-116
| -0.5% | -$17.7K | 1.55% | 10 |
|
|
2020
Q4 | $3.03M | Sell |
23,830
-60
| -0.3% | -$7.62K | 1.36% | 13 |
|
|
2020
Q3 | $2.3M | Buy |
23,890
+234
| +1% | +$22.5K | 1.04% | 20 |
|
|
2020
Q2 | $2.23M | Buy |
23,656
+170
| +0.7% | +$16K | 1.11% | 18 |
|
|
2020
Q1 | $2.11M | Sell |
23,486
-281
| -1% | -$25.3K | 1.28% | 16 |
|
|
2019
Q4 | $3.19M | Sell |
23,767
-131
| -0.5% | -$17.6K | 1.3% | 12 |
|
|
2019
Q3 | $3.12M | Sell |
23,898
-408
| -2% | -$53.3K | 1.33% | 12 |
|
|
2019
Q2 | $2.74M | Buy |
24,306
+535
| +2% | +$60.4K | 1.24% | 15 |
|
|
2019
Q1 | $2.61M | Buy |
+23,771
| New | +$2.61M | 1.23% | 15 |
|