RAM
Riggs Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
1,629
-29
| -2% | -$8.41K | 0.12% | 78 |
|
|
2025
Q1 | $407K | Sell |
1,658
-56
| -3% | -$13.7K | 0.12% | 87 |
|
|
2024
Q4 | $410K | Buy |
1,714
+371
| +28% | +$88.8K | 0.11% | 74 |
|
|
2024
Q3 | $283K | Buy |
1,343
+32
| +2% | +$6.75K | 0.08% | 88 |
|
|
2024
Q2 | $265K | Buy |
1,311
+726
| +124% | +$147K | 0.08% | 81 |
|
|
2024
Q1 | $117K | Buy |
585
+33
| +6% | +$6.61K | 0.03% | 102 |
|
|
2023
Q4 | $93.9K | Sell |
552
-80
| -13% | -$13.6K | 0.03% | 115 |
|
|
2023
Q3 | $91.7K | Buy |
632
+130
| +26% | +$18.9K | 0.03% | 115 |
|
|
2023
Q2 | $73K | Sell |
502
-23
| -4% | -$3.35K | 0.03% | 125 |
|
|
2023
Q1 | $68.4K | Buy |
525
+33
| +7% | +$4.3K | 0.03% | 122 |
|
|
2022
Q4 | $66K | Sell |
492
-408
| -45% | -$54.7K | 0.03% | 120 |
|
|
2022
Q3 | $94K | Buy |
900
+64
| +8% | +$6.68K | 0.04% | 107 |
|
|
2022
Q2 | $94K | Sell |
836
-3,307
| -80% | -$372K | 0.04% | 108 |
|
|
2022
Q1 | $565K | Sell |
4,143
-338
| -8% | -$46.1K | 0.17% | 70 |
|
|
2021
Q4 | $710K | Hold |
4,481
| – | – | 0.19% | 66 |
|
|
2021
Q3 | $733K | Buy |
4,481
+16
| +0.4% | +$2.62K | 0.22% | 61 |
|
|
2021
Q2 | $694K | Buy |
4,465
+100
| +2% | +$15.5K | 0.19% | 63 |
|
|
2021
Q1 | $664K | Hold |
4,365
| – | – | 0.2% | 63 |
|
|
2020
Q4 | $555K | Buy |
+4,365
| New | +$555K | 0.17% | 60 |
|
|
2020
Q3 | – | Sell |
-79,798
| Closed | -$7.51M | – | 205 |
|
|
2020
Q2 | $7.51M | Buy |
79,798
+11,117
| +16% | +$1.05M | 3.04% | 10 |
|
|
2020
Q1 | $6.18M | Sell |
68,681
-4,135
| -6% | -$372K | 3.97% | 5 |
|
|
2019
Q4 | $10.2M | Buy |
72,816
+414
| +0.6% | +$57.7K | 4.09% | 3 |
|
|
2019
Q3 | $8.52M | Sell |
72,402
-300
| -0.4% | -$35.3K | 4.37% | 2 |
|
|
2019
Q2 | $8.13M | Sell |
72,702
-916
| -1% | -$102K | 4.54% | 5 |
|
|
2019
Q1 | $7.45M | Sell |
73,618
-686
| -0.9% | -$69.4K | 5.07% | 5 |
|
|
2018
Q4 | $7.25M | Sell |
74,304
-542
| -0.7% | -$52.9K | 5.26% | 5 |
|
|
2018
Q3 | $8.45M | Sell |
74,846
-321
| -0.4% | -$36.2K | 4.13% | 8 |
|
|
2018
Q2 | $7.83M | Sell |
75,167
-230
| -0.3% | -$24K | 3.45% | 8 |
|
|
2018
Q1 | $8.29M | Buy |
75,397
+75
| +0.1% | +$8.25K | 3.42% | 5 |
|
|
2017
Q4 | $8.06M | Sell |
75,322
-920
| -1% | -$98.4K | 3.25% | 6 |
|
|
2017
Q3 | $7.28M | Sell |
76,242
-285
| -0.4% | -$27.2K | 3.28% | 6 |
|
|
2017
Q2 | $7M | Sell |
76,527
-53,251
| -41% | -$4.87M | 3.13% | 10 |
|
|
2017
Q1 | $11.4M | Sell |
129,778
-2,856
| -2% | -$251K | 5.71% | 1 |
|
|
2016
Q4 | $11.4M | Sell |
132,634
-10,965
| -8% | -$946K | 5.69% | 1 |
|
|
2016
Q3 | $9.56M | Sell |
143,599
-1,781
| -1% | -$119K | 4.96% | 2 |
|
|
2016
Q2 | $9.03M | Buy |
145,380
+2,102
| +1% | +$131K | 4.74% | 1 |
|
|
2016
Q1 | $8.49M | Sell |
143,278
-2,039
| -1% | -$121K | 6.09% | 3 |
|
|
2015
Q4 | $9.6M | Buy |
145,317
+53,888
| +59% | +$3.56M | 4.74% | 5 |
|
|
2015
Q3 | $5.57M | Sell |
91,429
-1,205
| -1% | -$73.5K | 3.44% | 12 |
|
|
2015
Q2 | $6.28M | Buy |
92,634
+74
| +0.1% | +$5.01K | 3.11% | 12 |
|
|
2015
Q1 | $5.61M | Sell |
92,560
-1,142
| -1% | -$69.2K | 2.69% | 16 |
|
|
2014
Q4 | $5.86M | Buy |
93,702
+417
| +0.4% | +$26.1K | 2.86% | 14 |
|
|
2014
Q3 | $5.62M | Buy |
93,285
+228
| +0.2% | +$13.7K | 3.26% | 9 |
|
|
2014
Q2 | $5.36M | Sell |
93,057
-279
| -0.3% | -$16.1K | 3.18% | 12 |
|
|
2014
Q1 | $5.67M | Sell |
93,336
-2,636
| -3% | -$160K | 3.68% | 7 |
|
|
2013
Q4 | $5.61M | Buy |
+95,972
| New | +$5.61M | 3.05% | 12 |
|