RFA
Reilly Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $22.5M | Sell |
142,084
-4,881
| -3% | -$773K | 1.67% | 15 |
|
|
2021
Q3 | $24.1M | Buy |
146,965
+5,171
| +4% | +$846K | 2.05% | 8 |
|
|
2021
Q2 | $22.1M | Buy |
141,794
+3,649
| +3% | +$568K | 1.78% | 10 |
|
|
2021
Q1 | $21M | Buy |
138,145
+666
| +0.5% | +$101K | 1.86% | 10 |
|
|
2020
Q4 | $17.5M | Buy |
137,479
+3,010
| +2% | +$382K | 1.64% | 18 |
|
|
2020
Q3 | $12.9M | Buy |
134,469
+41,499
| +45% | +$4M | 1.39% | 26 |
|
|
2020
Q2 | $8.75M | Buy |
92,970
+8,699
| +10% | +$818K | 1.03% | 46 |
|
|
2020
Q1 | $7.59M | Buy |
84,271
+76,840
| +1,034% | +$6.92M | 1.1% | 41 |
|
|
2019
Q4 | $1.04M | Buy |
7,431
+289
| +4% | +$40.3K | 0.12% | 113 |
|
|
2019
Q3 | $841K | Sell |
7,142
-510
| -7% | -$60.1K | 0.1% | 115 |
|
|
2019
Q2 | $856K | Buy |
7,652
+159
| +2% | +$17.8K | 0.11% | 117 |
|
|
2019
Q1 | $759K | Sell |
7,493
-277
| -4% | -$28.1K | 0.1% | 115 |
|
|
2018
Q4 | $758K | Buy |
7,770
+399
| +5% | +$38.9K | 0.11% | 116 |
|
|
2018
Q3 | $832K | Buy |
7,371
+1,903
| +35% | +$215K | 0.11% | 111 |
|
|
2018
Q2 | $570K | Buy |
5,468
+500
| +10% | +$52.1K | 0.08% | 127 |
|
|
2018
Q1 | $546K | Sell |
4,968
-431
| -8% | -$47.4K | 0.08% | 120 |
|
|
2017
Q4 | $577K | Buy |
5,399
+18
| +0.3% | +$1.92K | 0.08% | 114 |
|
|
2017
Q3 | $514K | Sell |
5,381
-61
| -1% | -$5.83K | 0.08% | 111 |
|
|
2017
Q2 | $497K | Sell |
5,442
-38
| -0.7% | -$3.47K | 0.08% | 114 |
|
|
2017
Q1 | $481K | Buy |
5,480
+1,688
| +45% | +$148K | 0.08% | 112 |
|
|
2016
Q4 | $327K | Buy |
3,792
+1,348
| +55% | +$116K | 0.06% | 120 |
|
|
2016
Q3 | $163K | Buy |
2,444
+281
| +13% | +$18.7K | 0.03% | 153 |
|
|
2016
Q2 | $134K | Buy |
2,163
+142
| +7% | +$8.8K | 0.02% | 166 |
|
|
2016
Q1 | $120K | Sell |
2,021
-281
| -12% | -$16.7K | 0.02% | 185 |
|
|
2015
Q4 | $152K | Buy |
2,302
+35
| +2% | +$2.31K | 0.03% | 164 |
|
|
2015
Q3 | $138K | Buy |
2,267
+308
| +16% | +$18.7K | 0.03% | 212 |
|
|
2015
Q2 | $133K | Sell |
1,959
-27
| -1% | -$1.83K | 0.02% | 229 |
|
|
2015
Q1 | $120K | Sell |
1,986
-1,026
| -34% | -$62K | 0.02% | 241 |
|
|
2014
Q4 | $189K | Hold |
3,012
| – | – | 0.05% | 139 |
|
|
2014
Q3 | $181K | Sell |
3,012
-622
| -17% | -$37.4K | 0.04% | 132 |
|
|
2014
Q2 | $209K | Sell |
3,634
-1,782
| -33% | -$102K | 0.05% | 110 |
|
|
2014
Q1 | $329K | Buy |
5,416
+154
| +3% | +$9.36K | 0.08% | 86 |
|
|
2013
Q4 | $308K | Buy |
5,262
+590
| +13% | +$34.5K | 0.08% | 88 |
|
|
2013
Q3 | $243K | Sell |
4,672
-342
| -7% | -$17.8K | 0.07% | 95 |
|
|
2013
Q2 | $265K | Buy |
+5,014
| New | +$265K | 0.08% | 88 |
|