RDFA
Ritter Daniher Financial Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Buy |
19,309
+104
| +0.5% | +$30.2K | 1.37% | 15 |
|
|
2025
Q1 | $4.71M | Sell |
19,205
-99
| -0.5% | -$24.3K | 1.29% | 14 |
|
|
2024
Q4 | $4.63M | Sell |
19,304
-271
| -1% | -$65K | 1.31% | 14 |
|
|
2024
Q3 | $4.13M | Sell |
19,575
-96
| -0.5% | -$20.2K | 1.2% | 14 |
|
|
2024
Q2 | $3.98M | Buy |
19,671
+48
| +0.2% | +$9.71K | 1.27% | 13 |
|
|
2024
Q1 | $3.93M | Buy |
19,623
+104
| +0.5% | +$20.8K | 1.3% | 13 |
|
|
2023
Q4 | $3.32M | Buy |
19,519
+1,381
| +8% | +$235K | 1.23% | 11 |
|
|
2023
Q3 | $2.63M | Buy |
18,138
+974
| +6% | +$141K | 1.11% | 12 |
|
|
2023
Q2 | $2.5M | Buy |
17,164
+781
| +5% | +$114K | 1.03% | 12 |
|
|
2023
Q1 | $2.13M | Sell |
16,383
-50
| -0.3% | -$6.52K | 0.94% | 14 |
|
|
2022
Q4 | $2.2M | Sell |
16,433
-35
| -0.2% | -$4.69K | 1.05% | 14 |
|
|
2022
Q3 | $1.72M | Buy |
16,468
+6
| +0% | +$627 | 1.23% | 13 |
|
|
2022
Q2 | $1.85M | Buy |
16,462
+5
| +0% | +$563 | 1.32% | 12 |
|
|
2022
Q1 | $2.24M | Buy |
16,457
+124
| +0.8% | +$16.9K | 1.55% | 10 |
|
|
2021
Q4 | $2.59M | Buy |
16,333
+436
| +3% | +$69K | 1.72% | 10 |
|
|
2021
Q3 | $2.6M | Sell |
15,897
-96
| -0.6% | -$15.7K | 1.9% | 10 |
|
|
2021
Q2 | $2.49M | Buy |
15,993
+3
| +0% | +$467 | 1.85% | 10 |
|
|
2021
Q1 | $2.43M | Buy |
15,990
+3
| +0% | +$457 | 1.95% | 10 |
|
|
2020
Q4 | $2.03M | Buy |
+15,987
| New | +$2.03M | 1.76% | 10 |
|