RM
Resource Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $11.7M | Buy |
73,874
+305
| +0.4% | +$48.3K | 1.21% | 13 |
|
|
2021
Q3 | $12M | Buy |
73,569
+1,525
| +2% | +$250K | 1.38% | 11 |
|
|
2021
Q2 | $11.2M | Buy |
72,044
+320
| +0.4% | +$49.8K | 1.28% | 11 |
|
|
2021
Q1 | $10.9M | Sell |
71,724
-570
| -0.8% | -$86.8K | 1.31% | 11 |
|
|
2020
Q4 | $9.19M | Buy |
72,294
+288
| +0.4% | +$36.6K | 1.26% | 10 |
|
|
2020
Q3 | $6.93M | Buy |
72,006
+335
| +0.5% | +$32.3K | 1.13% | 11 |
|
|
2020
Q2 | $6.74M | Buy |
71,671
+6,108
| +9% | +$574K | 1.17% | 11 |
|
|
2020
Q1 | $5.9M | Buy |
65,563
+1,903
| +3% | +$171K | 1.25% | 11 |
|
|
2019
Q4 | $8.87M | Buy |
63,660
+2,148
| +3% | +$299K | 1.43% | 11 |
|
|
2019
Q3 | $7.24M | Buy |
61,512
+169
| +0.3% | +$19.9K | 1.26% | 12 |
|
|
2019
Q2 | $6.86M | Sell |
61,343
-6,646
| -10% | -$743K | 1.19% | 12 |
|
|
2019
Q1 | $6.88M | Buy |
67,989
+955
| +1% | +$96.7K | 1.24% | 12 |
|
|
2018
Q4 | $6.54M | Buy |
67,034
+1,126
| +2% | +$110K | 1.37% | 12 |
|
|
2018
Q3 | $7.44M | Buy |
65,908
+146
| +0.2% | +$16.5K | 1.36% | 10 |
|
|
2018
Q2 | $6.85M | Buy |
65,762
+32
| +0% | +$3.33K | 1.33% | 10 |
|
|
2018
Q1 | $7.23M | Sell |
65,730
-123
| -0.2% | -$13.5K | 1.54% | 9 |
|
|
2017
Q4 | $7.4M | Buy |
+65,853
| New | +$7.4M | 1.51% | 10 |
|