Retirement Planning Company of New England’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 | $1.36M | Buy |
4,708
+54
| +1% | +$15.7K | 0.61% | 40 |
|
|
2025
Q1 | $1.14M | Buy |
4,654
+54
| +1% | +$13.2K | 0.57% | 44 |
|
|
2024
Q4 | $1.1M | Buy |
4,600
+251
| +6% | +$60.2K | 0.53% | 48 |
|
|
2024
Q3 | $917K | Buy |
4,349
+86
| +2% | +$18.1K | 0.46% | 64 |
|
|
2024
Q2 | $862K | Sell |
4,263
-162
| -4% | -$32.8K | 0.47% | 61 |
|
|
2024
Q1 | $886K | Sell |
4,425
-7,486
| -63% | -$1.5M | 0.49% | 63 |
|
|
2023
Q4 | $2.03M | Buy |
11,911
+294
| +3% | +$50K | 0.91% | 25 |
|
|
2023
Q3 | $1.68M | Buy |
11,617
+6,687
| +136% | +$970K | 0.94% | 26 |
|
|
2023
Q2 | $717K | Buy |
4,930
+32
| +0.7% | +$4.65K | 0.41% | 79 |
|
|
2023
Q1 | $638K | Buy |
4,898
+28
| +0.6% | +$3.65K | 0.39% | 85 |
|
|
2022
Q4 | $653K | Buy |
4,870
+208
| +4% | +$27.9K | 0.43% | 78 |
|
|
2022
Q3 | $487K | Buy |
4,662
+354
| +8% | +$37K | 0.35% | 95 |
|
|
2022
Q2 | $485K | Buy |
4,308
+277
| +7% | +$31.2K | 0.33% | 103 |
|
|
2022
Q1 | $549K | Buy |
4,031
+160
| +4% | +$21.8K | 0.31% | 103 |
|
|
2021
Q4 | $612K | Buy |
+3,871
| New | +$612K | 0.3% | 93 |
|