Red Tortoise LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
412
+1
| +0.2% | +$290 | 0.06% | 94 |
|
|
2025
Q1 | $101K | Hold |
411
| – | – | 0.05% | 93 |
|
|
2024
Q4 | $98.5K | Hold |
411
| – | – | 0.05% | 95 |
|
|
2024
Q3 | $86.6K | Buy |
411
+1
| +0.2% | +$211 | 0.04% | 101 |
|
|
2024
Q2 | $83K | Hold |
410
| – | – | 0.04% | 100 |
|
|
2024
Q1 | $82.1K | Buy |
410
+68
| +20% | +$13.6K | 0.05% | 96 |
|
|
2023
Q4 | $58.2K | Hold |
342
| – | – | 0.03% | 98 |
|
|
2023
Q3 | $49.6K | Hold |
342
| – | – | 0.03% | 101 |
|
|
2023
Q2 | $49.7K | Buy |
342
+38
| +13% | +$5.53K | 0.03% | 102 |
|
|
2023
Q1 | $39.6K | Sell |
304
-250
| -45% | -$32.6K | 0.03% | 107 |
|
|
2022
Q4 | $74.3K | Buy |
+554
| New | +$74.3K | 0.05% | 99 |
|
|
2021
Q4 | – | Sell |
-304
| Closed | -$32K | – | 320 |
|
|
2021
Q3 | $32K | Buy |
+304
| New | +$32K | 0.03% | 130 |
|