RFG Advisory’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 | $9.95M | Sell |
34,327
-206
| -0.6% | -$59.7K | 0.23% | 73 |
|
|
2025
Q1 | $8.47M | Buy |
34,533
+4,118
| +14% | +$1.01M | 0.23% | 71 |
|
|
2024
Q4 | $7.29M | Buy |
30,415
+1,693
| +6% | +$406K | 0.21% | 85 |
|
|
2024
Q3 | $6.06M | Sell |
28,722
-2,899
| -9% | -$611K | 0.18% | 93 |
|
|
2024
Q2 | $6.4M | Buy |
31,621
+2,220
| +8% | +$449K | 0.21% | 80 |
|
|
2024
Q1 | $5.89M | Buy |
29,401
+85
| +0.3% | +$17K | 0.2% | 84 |
|
|
2023
Q4 | $4.99M | Sell |
29,316
-148
| -0.5% | -$25.2K | 0.19% | 88 |
|
|
2023
Q3 | $4.27M | Sell |
29,464
-433
| -1% | -$62.8K | 0.19% | 90 |
|
|
2023
Q2 | $4.35M | Sell |
29,897
-549
| -2% | -$79.8K | 0.19% | 86 |
|
|
2023
Q1 | $3.97M | Sell |
30,446
-1,967
| -6% | -$256K | 0.19% | 98 |
|
|
2022
Q4 | $4.57M | Sell |
32,413
-3,510
| -10% | -$495K | 0.23% | 82 |
|
|
2022
Q3 | $4.72M | Sell |
35,923
-3,014
| -8% | -$396K | 0.27% | 70 |
|
|
2022
Q2 | $4.51M | Buy |
38,937
+10,925
| +39% | +$1.26M | 0.26% | 69 |
|
|
2022
Q1 | $3.82M | Buy |
28,012
+303
| +1% | +$41.3K | 0.24% | 65 |
|
|
2021
Q4 | $4.39M | Buy |
27,709
+1,292
| +5% | +$205K | 0.3% | 50 |
|
|
2021
Q3 | $4.32M | Buy |
26,417
+1,813
| +7% | +$297K | 0.36% | 44 |
|
|
2021
Q2 | $3.83M | Buy |
24,604
+851
| +4% | +$132K | 0.34% | 45 |
|
|
2021
Q1 | $3.62M | Sell |
23,753
-1,375
| -5% | -$209K | 0.39% | 43 |
|
|
2020
Q4 | $3.42M | Sell |
25,128
-1,506
| -6% | -$205K | 0.45% | 43 |
|
|
2020
Q3 | $2.56M | Buy |
26,634
+6,308
| +31% | +$607K | 0.36% | 58 |
|
|
2020
Q2 | $1.91M | Buy |
20,326
+1,492
| +8% | +$140K | 0.3% | 70 |
|
|
2020
Q1 | $1.7M | Buy |
18,834
+1,866
| +11% | +$168K | 0.32% | 62 |
|
|
2019
Q4 | $2.37M | Buy |
16,968
+665
| +4% | +$92.7K | 0.4% | 50 |
|
|
2019
Q3 | $1.92M | Buy |
16,303
+1,779
| +12% | +$209K | 0.38% | 55 |
|
|
2019
Q2 | $1.62M | Buy |
14,524
+2,307
| +19% | +$257K | 0.37% | 61 |
|
|
2019
Q1 | $1.24M | Sell |
12,217
-5,647
| -32% | -$575K | 0.32% | 68 |
|
|
2018
Q4 | $1.74M | Sell |
17,864
-11,027
| -38% | -$1.08M | 0.43% | 39 |
|
|
2018
Q3 | $3.26M | Buy |
28,891
+15,657
| +118% | +$1.77M | 0.85% | 25 |
|
|
2018
Q2 | $1.38M | Buy |
13,234
+1,237
| +10% | +$129K | 0.42% | 44 |
|
|
2018
Q1 | $1.32M | Buy |
11,997
+701
| +6% | +$77.1K | 0.49% | 38 |
|
|
2017
Q4 | $1.22M | Sell |
11,296
-180
| -2% | -$19.5K | 0.57% | 38 |
|
|
2017
Q3 | $1.11M | Buy |
11,476
+2,577
| +29% | +$248K | 0.68% | 27 |
|
|
2017
Q2 | $829K | Buy |
8,899
+158
| +2% | +$14.7K | 0.57% | 34 |
|
|
2017
Q1 | $753K | Buy |
8,741
+872
| +11% | +$75.1K | 0.57% | 43 |
|
|
2016
Q4 | $524K | Hold |
7,869
| – | – | 0.5% | 36 |
|
|
2016
Q3 | $524K | Sell |
7,869
-6
| -0.1% | -$400 | 0.48% | 37 |
|
|
2016
Q2 | $489K | Sell |
7,875
-233
| -3% | -$14.5K | 0.43% | 45 |
|
|
2016
Q1 | $480K | Buy |
+8,108
| New | +$480K | 0.37% | 42 |
|
|
2015
Q3 | – | Sell |
-18,633
| Closed | -$1.26M | – | 104 |
|
|
2015
Q2 | $1.26M | Buy |
+18,633
| New | +$1.26M | 0.57% | 30 |
|