Rehmann Capital Advisory Group’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 | $9.68M | Buy |
33,381
+1,383
| +4% | +$401K | 0.59% | 32 |
|
|
2025
Q1 | $7.85M | Buy |
31,998
+2,030
| +7% | +$498K | 0.49% | 39 |
|
|
2024
Q4 | $7.18M | Buy |
29,968
+1,406
| +5% | +$337K | 0.46% | 42 |
|
|
2024
Q3 | $6.03M | Sell |
28,562
-1,045
| -4% | -$221K | 0.39% | 49 |
|
|
2024
Q2 | $5.99M | Buy |
29,607
+2,310
| +8% | +$467K | 0.43% | 45 |
|
|
2024
Q1 | $5.47M | Buy |
27,297
+707
| +3% | +$142K | 0.41% | 43 |
|
|
2023
Q4 | $4.52M | Buy |
26,590
+468
| +2% | +$79.6K | 0.37% | 48 |
|
|
2023
Q3 | $3.79M | Sell |
26,122
-157
| -0.6% | -$22.8K | 0.35% | 51 |
|
|
2023
Q2 | $3.82M | Buy |
26,279
+1,702
| +7% | +$248K | 0.34% | 54 |
|
|
2023
Q1 | $3.2M | Buy |
24,577
+502
| +2% | +$65.4K | 0.3% | 67 |
|
|
2022
Q4 | $3.23M | Sell |
24,075
-210
| -0.9% | -$28.2K | 0.33% | 63 |
|
|
2022
Q3 | $2.54M | Buy |
24,285
+1,100
| +5% | +$115K | 0.28% | 72 |
|
|
2022
Q2 | $2.61M | Sell |
23,185
-111
| -0.5% | -$12.5K | 0.29% | 69 |
|
|
2022
Q1 | $3.18M | Buy |
23,296
+375
| +2% | +$51.1K | 0.3% | 65 |
|
|
2021
Q4 | $3.63M | Sell |
22,921
-128
| -0.6% | -$20.3K | 0.34% | 57 |
|
|
2021
Q3 | $3.75M | Buy |
23,049
+278
| +1% | +$45.2K | 0.36% | 59 |
|
|
2021
Q2 | $3.56M | Sell |
22,771
-1,653
| -7% | -$259K | 0.34% | 55 |
|
|
2021
Q1 | $3.72M | Buy |
24,424
+1,492
| +7% | +$227K | 0.38% | 54 |
|
|
2020
Q4 | $2.9M | Sell |
22,932
-930
| -4% | -$118K | 0.33% | 58 |
|
|
2020
Q3 | $2.3M | Buy |
23,862
+325
| +1% | +$31.3K | 0.29% | 65 |
|
|
2020
Q2 | $2.24M | Sell |
23,537
-1,758
| -7% | -$167K | 0.31% | 63 |
|
|
2020
Q1 | $2.29M | Buy |
+25,295
| New | +$2.29M | 0.37% | 44 |
|
|
2019
Q3 | $5.35M | Buy |
121,522
+95,751
| +372% | +$4.21M | 0.65% | 15 |
|
|
2019
Q2 | $2.88M | Buy |
25,771
+1,950
| +8% | +$218K | 0.35% | 49 |
|
|
2019
Q1 | $2.41M | Buy |
23,821
+22,246
| +1,412% | +$2.25M | 0.33% | 48 |
|
|
2018
Q4 | $154K | Sell |
1,575
-19,993
| -93% | -$1.95M | 0.02% | 297 |
|
|
2018
Q3 | $2.43M | Sell |
21,568
-20,028
| -48% | -$2.26M | 0.34% | 47 |
|
|
2018
Q2 | $3.46M | Buy |
41,596
+9,578
| +30% | +$796K | 0.5% | 37 |
|
|
2018
Q1 | $3.52M | Buy |
32,018
+916
| +3% | +$101K | 0.55% | 32 |
|
|
2017
Q4 | $3.33M | Sell |
31,102
-1,720
| -5% | -$184K | 0.56% | 35 |
|
|
2017
Q3 | $3.14M | Sell |
32,822
-88
| -0.3% | -$8.41K | 0.57% | 38 |
|
|
2017
Q2 | $3.01M | Sell |
32,910
-1,482
| -4% | -$135K | 0.57% | 35 |
|
|
2017
Q1 | $3.02M | Buy |
34,392
+1,231
| +4% | +$108K | 0.5% | 43 |
|
|
2016
Q4 | $2.86M | Sell |
33,161
-3,621
| -10% | -$312K | 0.52% | 45 |
|
|
2016
Q3 | $2.45M | Sell |
36,782
-11,211
| -23% | -$746K | 0.47% | 49 |
|
|
2016
Q2 | $2.98M | Buy |
47,993
+2,574
| +6% | +$160K | 0.56% | 43 |
|
|
2016
Q1 | $2.69M | Buy |
45,419
+19,417
| +75% | +$1.15M | 0.52% | 45 |
|
|
2015
Q4 | $1.72M | Buy |
26,002
+1,098
| +4% | +$72.5K | 0.36% | 54 |
|
|
2015
Q3 | $1.52M | Sell |
24,904
-840
| -3% | -$51.2K | 0.34% | 62 |
|
|
2015
Q2 | $1.74M | Buy |
25,744
+851
| +3% | +$57.7K | 0.4% | 55 |
|
|
2015
Q1 | $1.51M | Sell |
24,893
-237
| -0.9% | -$14.4K | 0.34% | 62 |
|
|
2014
Q4 | $1.57M | Sell |
25,130
-1,745
| -6% | -$109K | 0.36% | 57 |
|
|
2014
Q3 | $1.62M | Buy |
26,875
+348
| +1% | +$21K | 0.38% | 58 |
|
|
2014
Q2 | $1.53M | Buy |
26,527
+154
| +0.6% | +$8.87K | 0.36% | 62 |
|
|
2014
Q1 | $1.6M | Buy |
26,373
+1,677
| +7% | +$102K | 0.43% | 52 |
|
|
2013
Q4 | $1.44M | Buy |
24,696
+2,899
| +13% | +$170K | 0.44% | 54 |
|
|
2013
Q3 | $1.13M | Sell |
21,797
-2,188
| -9% | -$113K | 0.36% | 58 |
|
|
2013
Q2 | $1.27M | Buy |
+23,985
| New | +$1.27M | 0.44% | 54 |
|