Reik & Co’s JPMorgan Chase JPM Stock Holding History

Reik & Co’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.67M	Buy	9,210 +6,478	+237%	+$1.88M	0.67%	15
2025 Q1	$670K	Hold	2,732	–	–	0.16%	33
2024 Q4	$655K	Hold	2,732	–	–	0.16%	35
2024 Q3	$576K	Hold	2,732	–	–	0.14%	38
2024 Q2	$553K	Hold	2,732	–	–	0.14%	38
2024 Q1	$547K	Hold	2,732	–	–	0.14%	36
2023 Q4	$465K	Hold	2,732	–	–	0.13%	40
2023 Q3	$396K	Hold	2,732	–	–	0.12%	42
2023 Q2	$397K	Buy	2,732 +10	+0.4%	+$1.45K	0.11%	43
2023 Q1	$355K	Hold	2,722	–	–	0.1%	45
2022 Q4	$365K	Hold	2,722	–	–	0.11%	44
2022 Q3	$284K	Hold	2,722	–	–	0.09%	45
2022 Q2	$307K	Hold	2,722	–	–	0.09%	44
2022 Q1	$371K	Hold	2,722	–	–	0.09%	47
2021 Q4	$431K	Hold	2,722	–	–	0.1%	46
2021 Q3	$446K	Hold	2,722	–	–	0.12%	45
2021 Q2	$423K	Hold	2,722	–	–	0.11%	47
2021 Q1	$414K	Hold	2,722	–	–	0.11%	44
2020 Q4	$346K	Hold	2,722	–	–	0.09%	44
2020 Q3	$262K	Hold	2,722	–	–	0.07%	44
2020 Q2	$256K	Hold	2,722	–	–	0.07%	43
2020 Q1	$245K	Hold	2,722	–	–	0.08%	40
2019 Q4	$379K	Hold	2,722	–	–	0.1%	40
2019 Q3	$320K	Hold	2,722	–	–	0.08%	41
2019 Q2	$304K	Hold	2,722	–	–	0.08%	42
2019 Q1	$276K	Hold	2,722	–	–	0.08%	43
2018 Q4	$266K	Hold	2,722	–	–	0.08%	44
2018 Q3	$307K	Hold	2,722	–	–	0.09%	44
2018 Q2	$284K	Hold	2,722	–	–	0.09%	43
2018 Q1	$299K	Hold	2,722	–	–	0.1%	44
2017 Q4	$291K	Hold	2,722	–	–	0.09%	44
2017 Q3	$260K	Hold	2,722	–	–	0.09%	44
2017 Q2	$249K	Hold	2,722	–	–	0.08%	42
2017 Q1	$239K	Sell	2,722 -10,000	-79%	-$878K	0.08%	42
2016 Q4	$1.1M	Buy	12,722 +122	+1%	+$10.5K	0.38%	23
2016 Q3	$839K	Hold	12,600	–	–	0.29%	24
2016 Q2	$783K	Hold	12,600	–	–	0.27%	26
2016 Q1	$746K	Buy	12,600 +2,000	+19%	+$118K	0.27%	25
2015 Q4	$700K	Hold	10,600	–	–	0.26%	24
2015 Q3	$646K	Hold	10,600	–	–	0.23%	28
2015 Q2	$718K	Hold	10,600	–	–	0.23%	27
2015 Q1	$642K	Hold	10,600	–	–	0.21%	29
2014 Q4	$663K	Hold	10,600	–	–	0.21%	29
2014 Q3	$639K	Hold	10,600	–	–	0.22%	30
2014 Q2	$611K	Buy	10,600 +600	+6%	+$34.6K	0.21%	33
2014 Q1	$607K	Hold	10,000	–	–	0.21%	29
2013 Q4	$585K	Buy	10,000 +380	+4%	+$22.2K	0.21%	29
2013 Q3	$497K	Buy	+9,620	New	+$497K	0.2%	28