RHFI
Reilly Herbert Faulkner III’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $327K | Hold |
2,148
| – | – | 0.1% | 49 |
|
|
2020
Q4 | $273K | Hold |
2,148
| – | – | 0.09% | 50 |
|
|
2020
Q3 | $207K | Hold |
2,148
| – | – | 0.08% | 50 |
|
|
2020
Q2 | $202K | Sell |
2,148
-100
| -4% | -$9.4K | 0.08% | 46 |
|
|
2020
Q1 | $202K | Hold |
2,248
| – | – | 0.1% | 45 |
|
|
2019
Q4 | $313K | Buy |
2,248
+100
| +5% | +$13.9K | 0.13% | 44 |
|
|
2019
Q3 | $253K | Hold |
2,148
| – | – | 0.11% | 48 |
|
|
2019
Q2 | $240K | Buy |
+2,148
| New | +$240K | 0.1% | 47 |
|
|
2018
Q4 | – | Sell |
-1,858
| Closed | -$210K | – | 47 |
|
|
2018
Q3 | $210K | Buy |
+1,858
| New | +$210K | 0.1% | 46 |
|
|
2018
Q2 | – | Sell |
-1,834
| Closed | -$202K | – | 46 |
|
|
2018
Q1 | $202K | Buy |
+1,834
| New | +$202K | 0.11% | 44 |
|