RBA
Richard Bernstein Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
47,101
-9,423
| -17% | -$2.73M | 0.34% | 29 |
|
|
2025
Q1 | $13.9M | Buy |
56,524
+29,529
| +109% | +$7.24M | 0.34% | 30 |
|
|
2024
Q4 | $6.47M | Hold |
26,995
| – | – | 0.15% | 48 |
|
|
2024
Q3 | $5.69M | Sell |
26,995
-1,809
| -6% | -$381K | 0.12% | 62 |
|
|
2024
Q2 | $5.83M | Hold |
28,804
| – | – | 0.13% | 55 |
|
|
2024
Q1 | $5.77M | Hold |
28,804
| – | – | 0.12% | 62 |
|
|
2023
Q4 | $4.9M | Buy |
28,804
+18
| +0.1% | +$3.06K | 0.11% | 63 |
|
|
2023
Q3 | $4.17M | Hold |
28,786
| – | – | 0.09% | 68 |
|
|
2023
Q2 | $4.19M | Sell |
28,786
-48,994
| -63% | -$7.13M | 0.09% | 70 |
|
|
2023
Q1 | $10.1M | Hold |
77,780
| – | – | 0.21% | 40 |
|
|
2022
Q4 | $10.4M | Hold |
77,780
| – | – | 0.23% | 41 |
|
|
2022
Q3 | $8.13M | Sell |
77,780
-6,719
| -8% | -$702K | 0.2% | 46 |
|
|
2022
Q2 | $9.52M | Buy |
84,499
+33
| +0% | +$3.72K | 0.21% | 49 |
|
|
2022
Q1 | $11.5M | Hold |
84,466
| – | – | 0.23% | 51 |
|
|
2021
Q4 | $13.4M | Sell |
84,466
-11,689
| -12% | -$1.85M | 0.26% | 43 |
|
|
2021
Q3 | $15.7M | Buy |
96,155
+5,427
| +6% | +$888K | 0.32% | 39 |
|
|
2021
Q2 | $14.1M | Hold |
90,728
| – | – | 0.29% | 37 |
|
|
2021
Q1 | $13.8M | Buy |
90,728
+5,502
| +6% | +$837K | 0.32% | 34 |
|
|
2020
Q4 | $10.8M | Hold |
85,226
| – | – | 0.27% | 36 |
|
|
2020
Q3 | $8.2M | Hold |
85,226
| – | – | 0.23% | 42 |
|
|
2020
Q2 | $8.02M | Sell |
85,226
-6,987
| -8% | -$657K | 0.25% | 37 |
|
|
2020
Q1 | $8.3M | Hold |
92,213
| – | – | 0.29% | 32 |
|
|
2019
Q4 | $12.9M | Hold |
92,213
| – | – | 0.42% | 23 |
|
|
2019
Q3 | $10.9M | Hold |
92,213
| – | – | 0.36% | 28 |
|
|
2019
Q2 | $10.3M | Sell |
92,213
-9,360
| -9% | -$1.05M | 0.34% | 29 |
|
|
2019
Q1 | $10.3M | Sell |
101,573
-40,479
| -28% | -$4.1M | 0.33% | 30 |
|
|
2018
Q4 | $13.9M | Hold |
142,052
| – | – | 0.51% | 25 |
|
|
2018
Q3 | $16M | Sell |
142,052
-9,622
| -6% | -$1.09M | 0.46% | 30 |
|
|
2018
Q2 | $15.8M | Buy |
151,674
+8,565
| +6% | +$892K | 0.51% | 30 |
|
|
2018
Q1 | $15.7M | Sell |
143,109
-8,537
| -6% | -$939K | 0.56% | 24 |
|
|
2017
Q4 | $16.2M | Buy |
151,646
+17,444
| +13% | +$1.87M | 0.71% | 22 |
|
|
2017
Q3 | $12.8M | Hold |
134,202
| – | – | 0.89% | 19 |
|
|
2017
Q2 | $12.3M | Hold |
134,202
| – | – | 0.94% | 19 |
|
|
2017
Q1 | $11.8M | Hold |
134,202
| – | – | 0.91% | 19 |
|
|
2016
Q4 | $11.6M | Hold |
134,202
| – | – | 0.97% | 16 |
|
|
2016
Q3 | $8.94M | Hold |
134,202
| – | – | 0.85% | 18 |
|
|
2016
Q2 | $8.34M | Hold |
134,202
| – | – | 0.79% | 21 |
|
|
2016
Q1 | $7.95M | Buy |
134,202
+23,400
| +21% | +$1.39M | 0.79% | 22 |
|
|
2015
Q4 | $7.32M | Hold |
110,802
| – | – | 0.94% | 28 |
|
|
2015
Q3 | $6.76M | Buy |
110,802
+24,918
| +29% | +$1.52M | 0.92% | 24 |
|
|
2015
Q2 | $5.82M | Sell |
85,884
-99,640
| -54% | -$6.75M | 0.7% | 45 |
|
|
2015
Q1 | $11.2M | Hold |
185,524
| – | – | 1.47% | 5 |
|
|
2014
Q4 | $11.6M | Hold |
185,524
| – | – | 1.2% | 6 |
|
|
2014
Q3 | $11.2M | Buy |
185,524
+78,930
| +74% | +$4.75M | 1.18% | 8 |
|
|
2014
Q2 | $6.14M | Hold |
106,594
| – | – | 0.72% | 25 |
|
|
2014
Q1 | $6.47M | Buy |
106,594
+52,556
| +97% | +$3.19M | 0.92% | 16 |
|
|
2013
Q4 | $3.16M | Buy |
54,038
+5,222
| +11% | +$305K | 0.64% | 38 |
|
|
2013
Q3 | $2.52M | Hold |
48,816
| – | – | 0.74% | 23 |
|
|
2013
Q2 | $2.58M | Buy |
+48,816
| New | +$2.58M | 0.85% | 21 |
|