RZH
Relyea Zuckerberg Hanson’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.18M | Buy |
28,212
+5,375
| +24% | +$1.56M | 0.96% | 21 |
|
|
2025
Q1 | $5.6M | Sell |
22,837
-84
| -0.4% | -$20.6K | 0.75% | 27 |
|
|
2024
Q4 | $5.49M | Buy |
22,921
+3,104
| +16% | +$744K | 0.74% | 28 |
|
|
2024
Q3 | $4.18M | Sell |
19,817
-278
| -1% | -$58.6K | 0.64% | 27 |
|
|
2024
Q2 | $4.06M | Buy |
20,095
+271
| +1% | +$54.8K | 0.68% | 27 |
|
|
2024
Q1 | $3.97M | Buy |
19,824
+1,487
| +8% | +$298K | 0.7% | 27 |
|
|
2023
Q4 | $3.12M | Buy |
18,337
+2,805
| +18% | +$477K | 0.61% | 30 |
|
|
2023
Q3 | $2.25M | Sell |
15,532
-309
| -2% | -$44.8K | 0.51% | 35 |
|
|
2023
Q2 | $2.3M | Buy |
15,841
+1,814
| +13% | +$264K | 0.52% | 34 |
|
|
2023
Q1 | $1.83M | Buy |
14,027
+3,545
| +34% | +$462K | 0.45% | 41 |
|
|
2022
Q4 | $1.41M | Buy |
10,482
+1,930
| +23% | +$259K | 0.4% | 39 |
|
|
2022
Q3 | $894K | Sell |
8,552
-288
| -3% | -$30.1K | 0.32% | 44 |
|
|
2022
Q2 | $995K | Buy |
8,840
+624
| +8% | +$70.2K | 0.37% | 41 |
|
|
2022
Q1 | $1.05M | Sell |
8,216
-658
| -7% | -$83.8K | 0.34% | 49 |
|
|
2021
Q4 | $1.29M | Buy |
8,874
+640
| +8% | +$92.8K | 0.47% | 39 |
|
|
2021
Q3 | $1.35M | Buy |
8,234
+520
| +7% | +$85.1K | 0.52% | 32 |
|
|
2021
Q2 | $1.2M | Buy |
7,714
+293
| +4% | +$45.6K | 0.49% | 34 |
|
|
2021
Q1 | $1.12M | Buy |
7,421
+379
| +5% | +$57.3K | 0.5% | 33 |
|
|
2020
Q4 | $895K | Sell |
7,042
-50
| -0.7% | -$6.36K | 0.48% | 36 |
|
|
2020
Q3 | $721K | Buy |
7,092
+19
| +0.3% | +$1.93K | 0.46% | 43 |
|
|
2020
Q2 | $665K | Sell |
7,073
-94
| -1% | -$8.84K | 0.53% | 40 |
|
|
2020
Q1 | $645K | Buy |
7,167
+477
| +7% | +$42.9K | 0.71% | 36 |
|
|
2019
Q4 | $933K | Buy |
+6,690
| New | +$933K | 0.9% | 27 |
|