Ridgewood Investments’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 | $131K | Hold |
453
| – | – | 0.06% | 232 |
|
|
2025
Q1 | $111K | Buy |
453
+22
| +5% | +$5.4K | 0.05% | 237 |
|
|
2024
Q4 | $103K | Hold |
431
| – | – | 0.05% | 233 |
|
|
2024
Q3 | $91K | Sell |
431
-2
| -0.5% | -$422 | 0.05% | 244 |
|
|
2024
Q2 | $87.6K | Buy |
+433
| New | +$87.6K | 0.04% | 253 |
|
|
2023
Q3 | – | Sell |
-719
| Closed | -$105K | – | 473 |
|
|
2023
Q2 | $105K | Sell |
719
-542
| -43% | -$78.9K | 0.06% | 235 |
|
|
2023
Q1 | $164K | Sell |
1,261
-813
| -39% | -$106K | 0.1% | 198 |
|
|
2022
Q4 | $278K | Sell |
2,074
-146
| -7% | -$19.6K | 0.2% | 150 |
|
|
2022
Q3 | $232K | Buy |
2,220
+249
| +13% | +$26K | 0.19% | 149 |
|
|
2022
Q2 | $222K | Buy |
+1,971
| New | +$222K | 0.17% | 158 |
|