RCIM
Red Cedar Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2M | Hold |
28,289
| – | – | 1.04% | 18 |
|
|
2025
Q1 | $6.94M | Hold |
28,289
| – | – | 0.96% | 16 |
|
|
2024
Q4 | $6.78M | Hold |
28,289
| – | – | 0.85% | 18 |
|
|
2024
Q3 | $5.97M | Hold |
28,289
| – | – | 0.76% | 20 |
|
|
2024
Q2 | $5.72M | Buy |
28,289
+3,910
| +16% | +$791K | 0.78% | 20 |
|
|
2024
Q1 | $4.88M | Hold |
24,379
| – | – | 0.61% | 23 |
|
|
2023
Q4 | $4.15M | Buy |
24,379
+536
| +2% | +$91.2K | 0.6% | 26 |
|
|
2023
Q3 | $3.46M | Buy |
23,843
+229
| +1% | +$33.2K | 0.53% | 32 |
|
|
2023
Q2 | $3.43M | Hold |
23,614
| – | – | 0.52% | 31 |
|
|
2023
Q1 | $3.08M | Buy |
23,614
+7,811
| +49% | +$1.02M | 0.48% | 33 |
|
|
2022
Q4 | $2.12M | Buy |
15,803
+1,421
| +10% | +$191K | 0.33% | 35 |
|
|
2022
Q3 | $1.5M | Hold |
14,382
| – | – | 0.26% | 39 |
|
|
2022
Q2 | $1.62M | Hold |
14,382
| – | – | 0.27% | 35 |
|
|
2022
Q1 | $1.96M | Sell |
14,382
-2,829
| -16% | -$386K | 0.27% | 35 |
|
|
2021
Q4 | $2.73M | Hold |
17,211
| – | – | 0.33% | 32 |
|
|
2021
Q3 | $2.82M | Hold |
17,211
| – | – | 0.37% | 28 |
|
|
2021
Q2 | $2.68M | Hold |
17,211
| – | – | 0.36% | 24 |
|
|
2021
Q1 | $2.62M | Buy |
17,211
+2,450
| +17% | +$373K | 0.34% | 26 |
|
|
2020
Q4 | $1.88M | Buy |
14,761
+4,562
| +45% | +$580K | 0.28% | 34 |
|
|
2020
Q3 | $982K | Buy |
10,199
+535
| +6% | +$51.5K | 0.18% | 51 |
|
|
2020
Q2 | $909K | Buy |
+9,664
| New | +$909K | 0.21% | 38 |
|