RIS
Retirement Income Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
4,099
-95
| -2% | -$27.5K | 0.22% | 47 |
|
|
2025
Q1 | $1.03M | Hold |
4,194
| – | – | 0.22% | 43 |
|
|
2024
Q4 | $1.01M | Sell |
4,194
-209
| -5% | -$50.1K | 0.2% | 44 |
|
|
2024
Q3 | $928K | Hold |
4,403
| – | – | 0.21% | 49 |
|
|
2024
Q2 | $891K | Sell |
4,403
-123
| -3% | -$24.9K | 0.22% | 49 |
|
|
2024
Q1 | $907K | Hold |
4,526
| – | – | 0.21% | 56 |
|
|
2023
Q4 | $770K | Buy |
4,526
+36
| +0.8% | +$6.12K | 0.19% | 56 |
|
|
2023
Q3 | $651K | Hold |
4,490
| – | – | 0.18% | 58 |
|
|
2023
Q2 | $653K | Hold |
4,490
| – | – | 0.17% | 64 |
|
|
2023
Q1 | $585K | Buy |
4,490
+238
| +6% | +$31K | 0.17% | 64 |
|
|
2022
Q4 | $570K | Hold |
4,252
| – | – | 0.18% | 62 |
|
|
2022
Q3 | $451K | Hold |
4,252
| – | – | 0.16% | 62 |
|
|
2022
Q2 | $479K | Buy |
4,252
+104
| +3% | +$11.7K | 0.17% | 62 |
|
|
2022
Q1 | $565K | Sell |
4,148
-600
| -13% | -$81.7K | 0.16% | 57 |
|
|
2021
Q4 | $752K | Buy |
4,748
+1,620
| +52% | +$257K | 0.2% | 43 |
|
|
2021
Q3 | $512K | Hold |
3,128
| – | – | 0.17% | 59 |
|
|
2021
Q2 | $487K | Hold |
3,128
| – | – | 0.17% | 62 |
|
|
2021
Q1 | $476K | Sell |
3,128
-13
| -0.4% | -$1.98K | 0.16% | 64 |
|
|
2020
Q4 | $399K | Sell |
3,141
-156
| -5% | -$19.8K | 0.14% | 66 |
|
|
2020
Q3 | $317K | Buy |
3,297
+261
| +9% | +$25.1K | 0.14% | 66 |
|
|
2020
Q2 | $286K | Sell |
3,036
-1,009
| -25% | -$95.1K | 0.12% | 66 |
|
|
2020
Q1 | $364K | Sell |
4,045
-33
| -0.8% | -$2.97K | 0.2% | 51 |
|
|
2019
Q4 | $568K | Sell |
4,078
-883
| -18% | -$123K | 0.24% | 45 |
|
|
2019
Q3 | $584K | Buy |
4,961
+716
| +17% | +$84.3K | 0.31% | 38 |
|
|
2019
Q2 | $475K | Sell |
4,245
-222
| -5% | -$24.8K | 0.25% | 41 |
|
|
2019
Q1 | $452K | Hold |
4,467
| – | – | 0.26% | 43 |
|
|
2018
Q4 | $436K | Sell |
4,467
-36
| -0.8% | -$3.51K | 0.28% | 38 |
|
|
2018
Q3 | $508K | Sell |
4,503
-147
| -3% | -$16.6K | 0.28% | 36 |
|
|
2018
Q2 | $485K | Buy |
4,650
+708
| +18% | +$73.8K | 0.3% | 34 |
|
|
2018
Q1 | $434K | Sell |
3,942
-154
| -4% | -$17K | 0.26% | 34 |
|
|
2017
Q4 | $438K | Buy |
+4,096
| New | +$438K | 0.26% | 44 |
|