Richardson Capital Management’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 | $366K | Sell |
1,261
-5
| -0.4% | -$1.45K | 0.19% | 23 |
|
|
2025
Q1 | $311K | Buy |
1,266
+1,074
| +559% | +$263K | 0.19% | 26 |
|
|
2024
Q4 | $46K | Hold |
192
| – | – | 0.03% | 78 |
|
|
2024
Q3 | $40.5K | Hold |
192
| – | – | 0.03% | 72 |
|
|
2024
Q2 | $38.8K | Buy |
192
+22
| +13% | +$4.45K | 0.03% | 79 |
|
|
2024
Q1 | $34.1K | Buy |
+170
| New | +$34.1K | 0.03% | 78 |
|