Richard P. Slaughter 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
2026 Q2	$1.3M	Sell	3,958 -3,062	-44%	-$951K	0.26%	45
2026 Q1	$2.07M	Sell	7,020 -167	-2%	-$50.7K	0.45%	33
2025 Q4	$2.32M	Sell	7,187 -341	-5%	-$106K	0.49%	33
2025 Q3	$2.37M	Sell	7,528 -5,816	-44%	-$1.73M	0.51%	34
2025 Q2	$3.87M	Sell	13,344 -1,106	-8%	-$282K	0.79%	25
2025 Q1	$3.54M	Sell	14,450 -7,468	-34%	-$1.9M	0.83%	20
2024 Q4	$5.25M	Sell	21,918 -671	-3%	-$156K	1.18%	18
2024 Q3	$4.76M	Sell	22,589 -407	-2%	-$85.7K	1.11%	21
2024 Q2	$4.65M	Sell	22,996 -380	-2%	-$74.3K	1.1%	21
2024 Q1	$4.68M	Sell	23,376 -3,035	-11%	-$548K	1.13%	18
2023 Q4	$4.49M	Buy	26,411 +15,825	+149%	+$2.4M	1.12%	18
2023 Q3	$1.54M	Buy	10,586 +467	+5%	+$70K	0.41%	68
2023 Q2	$1.47M	Buy	10,119 +216	+2%	+$29.7K	0.42%	68
2023 Q1	$1.29M	Buy	9,903 +30	+0.3%	+$4.11K	0.42%	80
2022 Q4	$1.32M	Sell	9,873 -248	-2%	-$31.4K	0.42%	77
2022 Q3	$1.06M	Buy	10,121 +1,284	+15%	+$147K	0.45%	82
2022 Q2	$995K	Buy	8,837 +624	+8%	+$77.3K	0.44%	86
2022 Q1	$1.12M	Buy	8,213 +509	+7%	+$75.1K	0.42%	86
2021 Q4	$1.22M	Sell	7,704 -116	-1%	-$19.1K	0.43%	78
2021 Q3	$1.28M	Buy	7,820 +648	+9%	+$102K	0.51%	69
2021 Q2	$1.11M	Buy	7,172 +186	+3%	+$29.2K	0.43%	78
2021 Q1	$1.06M	Sell	6,986 -2,943	-30%	-$423K	0.44%	79
2020 Q4	$1.26M	Buy	9,929 +227	+2%	+$25.4K	0.53%	51
2020 Q3	$934K	Sell	9,702 -661	-6%	-$64.9K	0.43%	71
2020 Q2	$975K	Buy	10,363 +88	+0.9%	+$8.35K	0.42%	69
2020 Q1	$925K	Buy	10,275 +950	+10%	+$115K	0.48%	63
2019 Q4	$1.3M	Buy	+9,325	New	+$1.2M	0.52%	62

Other funds holding JPM