RFS
Richardson Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
5,060
+135
| +3% | +$39.2K | 0.99% | 19 |
|
|
2025
Q1 | $1.21M | Sell |
4,925
-30
| -0.6% | -$7.36K | 0.92% | 23 |
|
|
2024
Q4 | $1.19M | Sell |
4,955
-368
| -7% | -$88.1K | 0.83% | 26 |
|
|
2024
Q3 | $1.08M | Buy |
5,323
+208
| +4% | +$42.1K | 0.69% | 33 |
|
|
2024
Q2 | $1.03M | Sell |
5,115
-321
| -6% | -$64.9K | 0.75% | 31 |
|
|
2024
Q1 | $1.09M | Buy |
5,436
+522
| +11% | +$105K | 0.77% | 31 |
|
|
2023
Q4 | $836K | Buy |
+4,914
| New | +$836K | 0.73% | 38 |
|