RAM
Rempart Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3M | Sell |
97,749
-6,389
| -6% | -$1.85M | 5.44% | 3 |
|
|
2025
Q1 | $25.5M | Sell |
104,138
-13,348
| -11% | -$3.27M | 5.27% | 4 |
|
|
2024
Q4 | $28.2M | Sell |
117,486
-5,340
| -4% | -$1.28M | 5.6% | 3 |
|
|
2024
Q3 | $27.7M | Sell |
122,826
-3,888
| -3% | -$876K | 5.14% | 4 |
|
|
2024
Q2 | $25.6M | Sell |
126,714
-3,759
| -3% | -$760K | 5.05% | 4 |
|
|
2024
Q1 | $26.1M | Sell |
130,473
-139
| -0.1% | -$27.8K | 5.02% | 4 |
|
|
2023
Q4 | $22.2M | Sell |
130,612
-2,098
| -2% | -$357K | 4.59% | 8 |
|
|
2023
Q3 | $19.2M | Buy |
132,710
+950
| +0.7% | +$138K | 4.29% | 9 |
|
|
2023
Q2 | $19.2M | Buy |
131,760
+928
| +0.7% | +$135K | 4% | 14 |
|
|
2023
Q1 | $17M | Buy |
130,832
+1,996
| +2% | +$260K | 3.77% | 16 |
|
|
2022
Q4 | $17.3M | Buy |
128,836
+1,105
| +0.9% | +$148K | 4.07% | 15 |
|
|
2022
Q3 | $13.3M | Buy |
127,731
+5,212
| +4% | +$545K | 3.46% | 17 |
|
|
2022
Q2 | $13.8M | Buy |
122,519
+2,520
| +2% | +$284K | 3.23% | 19 |
|
|
2022
Q1 | $16.4M | Buy |
119,999
+420
| +0.4% | +$57.3K | 3.33% | 18 |
|
|
2021
Q4 | $18.9M | Sell |
119,579
-2,250
| -2% | -$356K | 3.59% | 11 |
|
|
2021
Q3 | $19.9M | Buy |
121,829
+1,586
| +1% | +$260K | 4.2% | 8 |
|
|
2021
Q2 | $18.7M | Buy |
120,243
+1,675
| +1% | +$261K | 3.87% | 13 |
|
|
2021
Q1 | $18.1M | Buy |
118,568
+5,685
| +5% | +$865K | 4.76% | 13 |
|
|
2020
Q4 | $14.3M | Buy |
+112,883
| New | +$14.3M | 4.07% | 15 |
|