Ritter Daniher Financial Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Buy |
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|
2025
Q1 | $4.71M | Sell |
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|
2024
Q4 | $4.63M | Sell |
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|
2024
Q3 | $4.13M | Sell |
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|
2024
Q2 | $3.98M | Buy |
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|
2024
Q1 | $3.93M | Buy |
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|
2023
Q4 | $3.32M | Buy |
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|
2023
Q3 | $2.63M | Buy |
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|
2023
Q2 | $2.5M | Buy |
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|
2023
Q1 | $2.13M | Sell |
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|
2022
Q4 | $2.2M | Sell |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $2.59M | Buy |
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|
2021
Q3 | $2.6M | Sell |
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|
2021
Q2 | $2.49M | Buy |
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|
2021
Q1 | $2.43M | Buy |
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|
2020
Q4 | $2.03M | Buy |
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