RCYC
Richard C. Young & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
71,490
+191
| +0.3% | +$55.4K | 2.05% | 13 |
|
|
2025
Q1 | $17.5M | Buy |
71,299
+49
| +0.1% | +$12K | 1.88% | 16 |
|
|
2024
Q4 | $17.1M | Buy |
71,250
+18,901
| +36% | +$4.53M | 1.86% | 22 |
|
|
2024
Q3 | $11M | Buy |
52,349
+1,960
| +4% | +$413K | 1.21% | 47 |
|
|
2024
Q2 | $10.2M | Buy |
50,389
+2,463
| +5% | +$498K | 1.24% | 46 |
|
|
2024
Q1 | $9.6M | Buy |
+47,926
| New | +$9.6M | 1.21% | 48 |
|