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