Retirement Planning Group (Kansas)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.96M | Sell |
10,063
-2,841
| -22% | -$862K | 0.09% | 98 |
|
|
2025
Q4 | $4.16M | Buy |
12,904
+170
| +1% | +$52.6K | 0.14% | 72 |
|
|
2025
Q3 | $4.02M | Buy |
12,734
+5,071
| +66% | +$1.51M | 0.14% | 67 |
|
|
2025
Q2 | $2.22M | Buy |
7,663
+606
| +9% | +$155K | 0.09% | 84 |
|
|
2025
Q1 | $1.73M | Sell |
7,057
-131
| -2% | -$33.4K | 0.08% | 91 |
|
|
2024
Q4 | $1.72M | Buy |
7,188
+344
| +5% | +$80.1K | 0.09% | 91 |
|
|
2024
Q3 | $1.44M | Buy |
6,844
+1,242
| +22% | +$262K | 0.08% | 104 |
|
|
2024
Q2 | $1.13M | Hold |
5,602
| – | – | 0.07% | 95 |
|
|
2024
Q1 | $1.12M | Buy |
5,602
+191
| +4% | +$34.5K | 0.09% | 89 |
|
|
2023
Q4 | $921K | Sell |
5,411
-42
| -0.8% | -$6.37K | 0.08% | 81 |
|
|
2023
Q3 | $791K | Buy |
5,453
+117
| +2% | +$17.5K | 0.08% | 68 |
|
|
2023
Q2 | $776K | Buy |
5,336
+218
| +4% | +$30K | 0.08% | 76 |
|
|
2023
Q1 | $667K | Buy |
5,118
+124
| +2% | +$17K | 0.07% | 73 |
|
|
2022
Q4 | $670K | Buy |
4,994
+26
| +0.5% | +$3.29K | 0.08% | 73 |
|
|
2022
Q3 | $519K | Buy |
4,968
+3,089
| +164% | +$354K | 0.07% | 81 |
|
|
2022
Q2 | $212K | Buy |
1,879
+141
| +8% | +$17.5K | 0.03% | 107 |
|
|
2022
Q1 | $237K | Buy |
1,738
+36
| +2% | +$5.31K | 0.03% | 97 |
|
|
2021
Q4 | $270K | Buy |
1,702
+316
| +23% | +$51.9K | 0.03% | 91 |
|
|
2021
Q3 | $227K | Buy |
1,386
+25
| +2% | +$3.92K | 0.03% | 82 |
|
|
2021
Q2 | $212K | Sell |
1,361
-26
| -2% | -$4.08K | 0.02% | 82 |
|
|
2021
Q1 | $211K | Buy |
+1,387
| New | +$200K | 0.03% | 60 |
|
|
2020
Q1 | – | Sell |
-1,910
| Closed | -$266K | – | 64 |
|
|
2019
Q4 | $266K | Buy |
+1,910
| New | +$245K | 0.05% | 65 |
|
Other funds holding JPM
VCM
VPM
