RLIM
Red Lighthouse Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
1,691
+17
| +1% | +$4.93K | 0.19% | 49 |
|
|
2025
Q1 | $335K | Buy |
1,674
+1
| +0.1% | +$200 | 0.14% | 53 |
|
|
2024
Q4 | $401K | Hold |
1,673
| – | – | 0.16% | 49 |
|
|
2024
Q3 | $353K | Sell |
1,673
-1
| -0.1% | -$211 | 0.14% | 54 |
|
|
2024
Q2 | $339K | Hold |
1,674
| – | – | 0.14% | 52 |
|
|
2024
Q1 | $335K | Buy |
1,674
+16
| +1% | +$3.21K | 0.13% | 54 |
|
|
2023
Q4 | $282K | Buy |
1,658
+31
| +2% | +$5.27K | 0.12% | 58 |
|
|
2023
Q3 | $236K | Buy |
1,627
+88
| +6% | +$12.8K | 0.11% | 60 |
|
|
2023
Q2 | $224K | Hold |
1,539
| – | – | 0.1% | 60 |
|
|
2023
Q1 | $201K | Hold |
1,539
| – | – | 0.1% | 63 |
|
|
2022
Q4 | $206K | Buy |
+1,539
| New | +$206K | 0.1% | 66 |
|