Rice Hall James & Associates’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 | $571K | Buy |
1,970
+44
| +2% | +$12.8K | 0.03% | 215 |
|
|
2025
Q1 | $472K | Buy |
1,926
+44
| +2% | +$10.8K | 0.03% | 222 |
|
|
2024
Q4 | $451K | Hold |
1,882
| – | – | 0.02% | 233 |
|
|
2024
Q3 | $397K | Sell |
1,882
-176
| -9% | -$37.1K | 0.02% | 239 |
|
|
2024
Q2 | $416K | Hold |
2,058
| – | – | 0.03% | 238 |
|
|
2024
Q1 | $412K | Hold |
2,058
| – | – | 0.02% | 243 |
|
|
2023
Q4 | $350K | Hold |
2,058
| – | – | 0.02% | 250 |
|
|
2023
Q3 | $298K | Hold |
2,058
| – | – | 0.02% | 251 |
|
|
2023
Q2 | $299K | Hold |
2,058
| – | – | 0.02% | 254 |
|
|
2023
Q1 | $268K | Hold |
2,058
| – | – | 0.02% | 258 |
|
|
2022
Q4 | $276K | Hold |
2,058
| – | – | 0.02% | 256 |
|
|
2022
Q3 | $215K | Hold |
2,058
| – | – | 0.01% | 262 |
|
|
2022
Q2 | $232K | Hold |
2,058
| – | – | 0.01% | 262 |
|
|
2022
Q1 | $281K | Sell |
2,058
-191
| -8% | -$26.1K | 0.01% | 279 |
|
|
2021
Q4 | $356K | Hold |
2,249
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $368K | Hold |
2,249
| – | – | 0.01% | 268 |
|
|
2021
Q2 | $350K | Hold |
2,249
| – | – | 0.01% | 271 |
|
|
2021
Q1 | $342K | Hold |
2,249
| – | – | 0.01% | 271 |
|
|
2020
Q4 | $286K | Hold |
2,249
| – | – | 0.01% | 273 |
|
|
2020
Q3 | $217K | Hold |
2,249
| – | – | 0.01% | 263 |
|
|
2020
Q2 | $212K | Hold |
2,249
| – | – | 0.01% | 257 |
|
|
2020
Q1 | $202K | Hold |
2,249
| – | – | 0.01% | 259 |
|
|
2019
Q4 | $314K | Hold |
2,249
| – | – | 0.01% | 257 |
|
|
2019
Q3 | $265K | Sell |
2,249
-700
| -24% | -$82.5K | 0.01% | 263 |
|
|
2019
Q2 | $330K | Buy |
2,949
+700
| +31% | +$78.3K | 0.01% | 262 |
|
|
2019
Q1 | $228K | Hold |
2,249
| – | – | 0.01% | 287 |
|
|
2018
Q4 | $220K | Buy |
2,249
+191
| +9% | +$18.7K | 0.01% | 289 |
|
|
2018
Q3 | $232K | Hold |
2,058
| – | – | 0.01% | 290 |
|
|
2018
Q2 | $214K | Hold |
2,058
| – | – | 0.01% | 290 |
|
|
2018
Q1 | $226K | Hold |
2,058
| – | – | 0.01% | 285 |
|
|
2017
Q4 | $220K | Hold |
2,058
| – | – | 0.01% | 292 |
|
|
2017
Q3 | $197K | Hold |
2,058
| – | – | 0.01% | 287 |
|
|
2017
Q2 | $188K | Buy |
+2,058
| New | +$188K | 0.01% | 287 |
|