RIA
Regal Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Buy |
14,376
+1,149
| +9% | +$333K | 0.31% | 84 |
|
|
2025
Q1 | $3.24M | Sell |
13,227
-2,129
| -14% | -$522K | 0.26% | 106 |
|
|
2024
Q4 | $3.68M | Sell |
15,356
-1,105
| -7% | -$265K | 0.28% | 103 |
|
|
2024
Q3 | $3.47M | Sell |
16,461
-14,067
| -46% | -$2.97M | 0.24% | 120 |
|
|
2024
Q2 | $6.17M | Sell |
30,528
-114
| -0.4% | -$23.1K | 0.4% | 66 |
|
|
2024
Q1 | $6.14M | Sell |
30,642
-1,739
| -5% | -$348K | 0.42% | 66 |
|
|
2023
Q4 | $5.51M | Buy |
32,381
+8,677
| +37% | +$1.48M | 0.42% | 67 |
|
|
2023
Q3 | $3.44M | Buy |
23,704
+1,888
| +9% | +$274K | 0.29% | 94 |
|
|
2023
Q2 | $3.17M | Buy |
21,816
+1,266
| +6% | +$184K | 0.27% | 100 |
|
|
2023
Q1 | $2.68M | Sell |
20,550
-7,478
| -27% | -$974K | 0.24% | 118 |
|
|
2022
Q4 | $3.76M | Sell |
28,028
-1,216
| -4% | -$163K | 0.36% | 78 |
|
|
2022
Q3 | $3.06M | Sell |
29,244
-266
| -0.9% | -$27.8K | 0.32% | 82 |
|
|
2022
Q2 | $3.32M | Buy |
29,510
+1,076
| +4% | +$121K | 0.35% | 78 |
|
|
2022
Q1 | $3.88M | Sell |
28,434
-4,045
| -12% | -$551K | 0.36% | 74 |
|
|
2021
Q4 | $5.14M | Sell |
32,479
-1,881
| -5% | -$298K | 0.46% | 55 |
|
|
2021
Q3 | $5.62M | Buy |
34,360
+2,796
| +9% | +$458K | 0.55% | 43 |
|
|
2021
Q2 | $4.91M | Buy |
+31,564
| New | +$4.91M | 0.49% | 51 |
|
|
2021
Q1 | – | Sell |
-32,509
| Closed | -$4.13M | – | 242 |
|
|
2020
Q4 | $4.13M | Buy |
+32,509
| New | +$4.13M | 0.47% | 55 |
|
|
2020
Q3 | – | Sell |
-17,590
| Closed | -$1.66M | – | 142 |
|
|
2020
Q2 | $1.66M | Buy |
+17,590
| New | +$1.66M | 0.3% | 82 |
|
|
2020
Q1 | – | Sell |
-13,020
| Closed | -$1.82M | – | 181 |
|
|
2019
Q4 | $1.82M | Buy |
13,020
+1,307
| +11% | +$182K | 0.33% | 101 |
|
|
2019
Q3 | $1.38M | Sell |
11,713
-1,187
| -9% | -$140K | 0.27% | 114 |
|
|
2019
Q2 | $1.44M | Buy |
12,900
+826
| +7% | +$92.3K | 0.28% | 112 |
|
|
2019
Q1 | $1.22M | Buy |
12,074
+386
| +3% | +$39.1K | 0.25% | 116 |
|
|
2018
Q4 | $1.14M | Buy |
11,688
+4,839
| +71% | +$472K | 0.25% | 115 |
|
|
2018
Q3 | $773K | Sell |
6,849
-503
| -7% | -$56.8K | 0.16% | 152 |
|
|
2018
Q2 | $766K | Sell |
7,352
-3,867
| -34% | -$403K | 0.23% | 128 |
|
|
2018
Q1 | $1.23M | Buy |
11,219
+913
| +9% | +$100K | 0.27% | 112 |
|
|
2017
Q4 | $1.1M | Buy |
10,306
+442
| +4% | +$47.3K | 0.25% | 113 |
|
|
2017
Q3 | $942K | Buy |
9,864
+236
| +2% | +$22.5K | 0.22% | 124 |
|
|
2017
Q2 | $880K | Buy |
9,628
+158
| +2% | +$14.4K | 0.22% | 122 |
|
|
2017
Q1 | $832K | Buy |
9,470
+738
| +8% | +$64.8K | 0.22% | 122 |
|
|
2016
Q4 | $754K | Sell |
8,732
-2,320
| -21% | -$200K | 0.21% | 127 |
|
|
2016
Q3 | $736K | Buy |
11,052
+71
| +0.6% | +$4.73K | 0.21% | 122 |
|
|
2016
Q2 | $682K | Buy |
10,981
+734
| +7% | +$45.6K | 0.19% | 134 |
|
|
2016
Q1 | $607K | Buy |
10,247
+5,048
| +97% | +$299K | 0.16% | 135 |
|
|
2015
Q4 | $343K | Buy |
5,199
+948
| +22% | +$62.5K | 0.09% | 189 |
|
|
2015
Q3 | $259K | Buy |
4,251
+1,015
| +31% | +$61.8K | 0.07% | 206 |
|
|
2015
Q2 | $219K | Sell |
3,236
-391
| -11% | -$26.5K | 0.06% | 234 |
|
|
2015
Q1 | $220K | Buy |
3,627
+1,532
| +73% | +$92.9K | 0.05% | 241 |
|
|
2014
Q4 | $131K | Sell |
2,095
-205
| -9% | -$12.8K | 0.04% | 269 |
|
|
2014
Q3 | $139K | Buy |
2,300
+50
| +2% | +$3.02K | 0.04% | 268 |
|
|
2014
Q2 | $130K | Buy |
2,250
+590
| +36% | +$34.1K | 0.05% | 248 |
|
|
2014
Q1 | $101K | Buy |
1,660
+487
| +42% | +$29.6K | 0.04% | 263 |
|
|
2013
Q4 | $69K | Sell |
1,173
-881
| -43% | -$51.8K | 0.04% | 248 |
|
|
2013
Q3 | $106K | Sell |
2,054
-1,126
| -35% | -$58.1K | 0.06% | 230 |
|
|
2013
Q2 | $168K | Buy |
+3,180
| New | +$168K | 0.09% | 170 |
|