RCM
Ridgepath Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $380K | Buy |
1,547
+6
| +0.4% | +$1.47K | 0.18% | 34 |
|
|
2024
Q4 | $369K | Hold |
1,541
| – | – | 0.17% | 31 |
|
|
2024
Q3 | $325K | Hold |
1,541
| – | – | 0.26% | 30 |
|
|
2024
Q2 | $312K | Hold |
1,541
| – | – | 0.31% | 30 |
|
|
2024
Q1 | $309K | Sell |
1,541
-50
| -3% | -$10K | 0.35% | 30 |
|
|
2023
Q4 | $271K | Buy |
+1,591
| New | +$271K | 0.52% | 23 |
|