Reliant Investment Management’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 | $264K | Sell |
911
-157
| -15% | -$45.5K | 0.11% | 51 |
|
2025
Q1 | $262K | Buy |
1,068
+157
| +17% | +$38.5K | 0.14% | 47 |
|
2024
Q4 | $218K | Buy |
+911
| New | +$218K | 0.1% | 56 |
|
2022
Q1 | – | Sell |
-30,285
| Closed | -$4.8M | – | 67 |
|
2021
Q4 | $4.8M | Buy |
30,285
+980
| +3% | +$155K | 1.97% | 24 |
|
2021
Q3 | $4.8M | Sell |
29,305
-85
| -0.3% | -$13.9K | 2.39% | 19 |
|
2021
Q2 | $4.57M | Sell |
29,390
-275
| -0.9% | -$42.8K | 2.1% | 21 |
|
2021
Q1 | $4.52M | Buy |
29,665
+1,345
| +5% | +$205K | 2.21% | 22 |
|
2020
Q4 | $3.6M | Sell |
28,320
-720
| -2% | -$91.5K | 1.92% | 29 |
|
2020
Q3 | $2.8M | Buy |
29,040
+2,480
| +9% | +$239K | 1.8% | 31 |
|
2020
Q2 | $2.5M | Sell |
26,560
-2,160
| -8% | -$203K | 1.82% | 33 |
|
2020
Q1 | $2.59M | Buy |
28,720
+4,435
| +18% | +$399K | 2.59% | 22 |
|
2019
Q4 | $3.39M | Sell |
24,285
-150
| -0.6% | -$20.9K | 2.38% | 24 |
|
2019
Q3 | $2.88M | Buy |
+24,435
| New | +$2.88M | 2.28% | 27 |
|