Rice Partnership’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 | $31.3M | Buy |
107,930
+10,676
| +11% | +$3.1M | 5.44% | 4 |
|
|
2025
Q1 | $23.9M | Buy |
97,254
+3,208
| +3% | +$787K | 4.9% | 5 |
|
|
2024
Q4 | $22.5M | Buy |
94,046
+2,569
| +3% | +$616K | 4.29% | 6 |
|
|
2024
Q3 | $19.3M | Buy |
91,477
+2,377
| +3% | +$501K | 3.88% | 7 |
|
|
2024
Q2 | $18M | Buy |
89,100
+3,607
| +4% | +$730K | 3.92% | 7 |
|
|
2024
Q1 | $17.1M | Buy |
85,493
+2,162
| +3% | +$433K | 4.04% | 6 |
|
|
2023
Q4 | $14.2M | Buy |
83,331
+1,097
| +1% | +$187K | 3.7% | 6 |
|
|
2023
Q3 | $11.9M | Buy |
82,234
+520
| +0.6% | +$75.4K | 3.38% | 6 |
|
|
2023
Q2 | $11.9M | Buy |
81,714
+333
| +0.4% | +$48.4K | 3.26% | 6 |
|
|
2023
Q1 | $10.6M | Sell |
81,381
-1,475
| -2% | -$192K | 3.18% | 5 |
|
|
2022
Q4 | $11.1M | Sell |
82,856
-4,328
| -5% | -$580K | 3.51% | 5 |
|
|
2022
Q3 | $9.11M | Buy |
87,184
+8,827
| +11% | +$922K | 2.92% | 8 |
|
|
2022
Q2 | $8.82M | Sell |
78,357
-8,393
| -10% | -$945K | 3.1% | 7 |
|
|
2022
Q1 | $11.8M | Buy |
86,750
+1,496
| +2% | +$204K | 3.41% | 7 |
|
|
2021
Q4 | $13.5M | Buy |
85,254
+1,223
| +1% | +$194K | 3.84% | 6 |
|
|
2021
Q3 | $13.8M | Sell |
84,031
-616
| -0.7% | -$101K | 4.35% | 5 |
|
|
2021
Q2 | $13.2M | Buy |
84,647
+165
| +0.2% | +$25.7K | 4.15% | 5 |
|
|
2021
Q1 | $12.9M | Buy |
84,482
+3,479
| +4% | +$530K | 4.56% | 5 |
|
|
2020
Q4 | $10.3M | Buy |
81,003
+1,896
| +2% | +$241K | 3.85% | 5 |
|
|
2020
Q3 | $7.62M | Buy |
79,107
+4,014
| +5% | +$386K | 3.3% | 12 |
|
|
2020
Q2 | $7.06M | Buy |
75,093
+6,178
| +9% | +$581K | 3.62% | 8 |
|
|
2020
Q1 | $6.2M | Buy |
68,915
+2,500
| +4% | +$225K | 4.16% | 6 |
|
|
2019
Q4 | $9.26M | Buy |
66,415
+3,312
| +5% | +$462K | 5.04% | 3 |
|
|
2019
Q3 | $7.43M | Buy |
63,103
+2,704
| +4% | +$318K | 4.65% | 3 |
|
|
2019
Q2 | $6.75M | Buy |
60,399
+1,203
| +2% | +$135K | 4.55% | 3 |
|
|
2019
Q1 | $5.99M | Buy |
59,196
+1,185
| +2% | +$120K | 4.34% | 2 |
|
|
2018
Q4 | $5.66M | Buy |
58,011
+835
| +1% | +$81.5K | 5.09% | 2 |
|
|
2018
Q3 | $6.45M | Sell |
57,176
-174
| -0.3% | -$19.6K | 4.07% | 6 |
|
|
2018
Q2 | $5.98M | Buy |
57,350
+2,731
| +5% | +$285K | 3.94% | 5 |
|
|
2018
Q1 | $6.01M | Buy |
54,619
+687
| +1% | +$75.5K | 4.01% | 6 |
|
|
2017
Q4 | $5.77M | Buy |
+53,932
| New | +$5.77M | 4.05% | 5 |
|