Richmond Investment Services’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
$682K Buy
2,355
+1,354
+135% +$392K 0.14% 100
2025
Q1
$245K Sell
1,001
-49
-5% -$12K 0.13% 95
2024
Q4
$252K Buy
+1,050
New +$252K 0.14% 89