Rice Hall James & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $621K | Hold |
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|
2025
Q2 | $571K | Buy |
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|
2025
Q1 | $472K | Buy |
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|
2024
Q4 | $451K | Hold |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $416K | Hold |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $350K | Hold |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $299K | Hold |
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|
2023
Q1 | $268K | Hold |
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $356K | Hold |
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|
2021
Q3 | $368K | Hold |
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|
2021
Q2 | $350K | Hold |
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|
2021
Q1 | $342K | Hold |
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|
2020
Q4 | $286K | Hold |
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|
2020
Q3 | $217K | Hold |
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|
2020
Q2 | $212K | Hold |
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|
2020
Q1 | $202K | Hold |
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|
2019
Q4 | $314K | Hold |
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|
2019
Q3 | $265K | Sell |
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|
2019
Q2 | $330K | Buy |
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|
2019
Q1 | $228K | Hold |
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|
2018
Q4 | $220K | Buy |
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|
2018
Q3 | $232K | Hold |
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|
2018
Q2 | $214K | Hold |
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|
2018
Q1 | $226K | Hold |
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|
2017
Q4 | $220K | Hold |
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|
2017
Q3 | $197K | Hold |
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|
2017
Q2 | $188K | Buy |
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