Richardson Financial Services’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
2025
Q1
$1.21M Sell
2024
Q4
$1.19M Sell
2024
Q3
$1.08M Buy
2024
Q2
$1.03M Sell
2024
Q1
$1.09M Buy
2023
Q4
$836K Buy