RFP Financial Group’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 | $2.01M | Hold |
6,933
| – | – | 0.83% | 23 |
|
|
2025
Q1 | $1.7M | Buy |
6,933
+47
| +0.7% | +$11.5K | 0.68% | 24 |
|
|
2024
Q4 | $1.65M | Hold |
6,886
| – | – | 0.64% | 27 |
|
|
2024
Q3 | $1.45M | Sell |
6,886
-540
| -7% | -$114K | 0.47% | 35 |
|
|
2024
Q2 | $1.5M | Sell |
7,426
-479
| -6% | -$96.9K | 0.56% | 32 |
|
|
2024
Q1 | $1.58M | Buy |
7,905
+36
| +0.5% | +$7.21K | 0.62% | 27 |
|
|
2023
Q4 | $1.34M | Hold |
7,869
| – | – | 0.55% | 30 |
|
|
2023
Q3 | $1.14M | Sell |
7,869
-299
| -4% | -$43.4K | 0.5% | 33 |
|
|
2023
Q2 | $1.19M | Buy |
8,168
+6,778
| +488% | +$985K | 0.48% | 37 |
|
|
2023
Q1 | $181K | Sell |
1,390
-7,535
| -84% | -$982K | 0.21% | 42 |
|
|
2022
Q4 | $1.2M | Buy |
+8,925
| New | +$1.2M | 0.54% | 34 |
|