RPSA
Richard P. Slaughter Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
13,344
-1,106
| -8% | -$321K | 0.79% | 25 |
|
|
2025
Q1 | $3.54M | Sell |
14,450
-7,468
| -34% | -$1.83M | 0.83% | 20 |
|
|
2024
Q4 | $5.25M | Sell |
21,918
-671
| -3% | -$161K | 1.18% | 18 |
|
|
2024
Q3 | $4.76M | Sell |
22,589
-407
| -2% | -$85.8K | 1.11% | 21 |
|
|
2024
Q2 | $4.65M | Sell |
22,996
-380
| -2% | -$76.9K | 1.1% | 21 |
|
|
2024
Q1 | $4.68M | Sell |
23,376
-3,035
| -11% | -$608K | 1.12% | 18 |
|
|
2023
Q4 | $4.49M | Buy |
26,411
+15,825
| +149% | +$2.69M | 1.11% | 18 |
|
|
2023
Q3 | $1.54M | Buy |
10,586
+467
| +5% | +$67.7K | 0.41% | 68 |
|
|
2023
Q2 | $1.47M | Buy |
10,119
+216
| +2% | +$31.4K | 0.42% | 68 |
|
|
2023
Q1 | $1.29M | Buy |
9,903
+30
| +0.3% | +$3.91K | 0.42% | 79 |
|
|
2022
Q4 | $1.32M | Sell |
9,873
-248
| -2% | -$33.3K | 0.42% | 76 |
|
|
2022
Q3 | $1.06M | Buy |
10,121
+1,284
| +15% | +$134K | 0.44% | 81 |
|
|
2022
Q2 | $995K | Buy |
8,837
+624
| +8% | +$70.3K | 0.44% | 86 |
|
|
2022
Q1 | $1.12M | Buy |
8,213
+509
| +7% | +$69.4K | 0.41% | 84 |
|
|
2021
Q4 | $1.22M | Sell |
7,704
-116
| -1% | -$18.4K | 0.43% | 78 |
|
|
2021
Q3 | $1.28M | Buy |
7,820
+648
| +9% | +$106K | 0.51% | 69 |
|
|
2021
Q2 | $1.12M | Buy |
7,172
+186
| +3% | +$28.9K | 0.43% | 78 |
|
|
2021
Q1 | $1.06M | Sell |
6,986
-2,943
| -30% | -$448K | 0.44% | 79 |
|
|
2020
Q4 | $1.26M | Buy |
9,929
+227
| +2% | +$28.8K | 0.53% | 51 |
|
|
2020
Q3 | $934K | Sell |
9,702
-661
| -6% | -$63.6K | 0.43% | 71 |
|
|
2020
Q2 | $975K | Buy |
10,363
+88
| +0.9% | +$8.28K | 0.42% | 69 |
|
|
2020
Q1 | $925K | Buy |
10,275
+950
| +10% | +$85.5K | 0.48% | 63 |
|
|
2019
Q4 | $1.3M | Buy |
+9,325
| New | +$1.3M | 0.52% | 62 |
|