RKL Wealth Management’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 | $7.38M | Buy |
25,473
+17
| +0.1% | +$4.93K | 0.65% | 25 |
|
|
2025
Q1 | $6.24M | Buy |
25,456
+1,273
| +5% | +$312K | 0.59% | 29 |
|
|
2024
Q4 | $5.8M | Buy |
24,183
+4,671
| +24% | +$1.12M | 0.52% | 31 |
|
|
2024
Q3 | $4.11M | Buy |
19,512
+207
| +1% | +$43.6K | 0.37% | 41 |
|
|
2024
Q2 | $3.9M | Sell |
19,305
-465
| -2% | -$94.1K | 0.38% | 39 |
|
|
2024
Q1 | $3.96M | Sell |
19,770
-42
| -0.2% | -$8.41K | 0.39% | 39 |
|
|
2023
Q4 | $3.37M | Buy |
19,812
+1,673
| +9% | +$285K | 0.36% | 43 |
|
|
2023
Q3 | $2.63M | Sell |
18,139
-394
| -2% | -$57.1K | 0.32% | 46 |
|
|
2023
Q2 | $2.7M | Sell |
18,533
-62
| -0.3% | -$9.02K | 0.32% | 47 |
|
|
2023
Q1 | $2.42M | Buy |
18,595
+15
| +0.1% | +$1.96K | 0.31% | 50 |
|
|
2022
Q4 | $2.49M | Sell |
18,580
-4
| -0% | -$536 | 0.33% | 48 |
|
|
2022
Q3 | $1.94M | Buy |
18,584
+829
| +5% | +$86.6K | 0.28% | 52 |
|
|
2022
Q2 | $2M | Buy |
17,755
+311
| +2% | +$35K | 0.27% | 53 |
|
|
2022
Q1 | $2.38M | Buy |
17,444
+1,284
| +8% | +$175K | 0.29% | 52 |
|
|
2021
Q4 | $2.56M | Buy |
16,160
+19
| +0.1% | +$3.01K | 0.3% | 48 |
|
|
2021
Q3 | $2.64M | Sell |
16,141
-23
| -0.1% | -$3.77K | 0.34% | 45 |
|
|
2021
Q2 | $2.51M | Buy |
16,164
+239
| +2% | +$37.2K | 0.32% | 43 |
|
|
2021
Q1 | $2.42M | Sell |
15,925
-665
| -4% | -$101K | 0.32% | 44 |
|
|
2020
Q4 | $2.11M | Sell |
16,590
-138
| -0.8% | -$17.5K | 0.29% | 48 |
|
|
2020
Q3 | $1.61M | Sell |
16,728
-865
| -5% | -$83.3K | 0.26% | 55 |
|
|
2020
Q2 | $1.66M | Buy |
17,593
+511
| +3% | +$48.1K | 0.28% | 52 |
|
|
2020
Q1 | $1.54M | Sell |
17,082
-441
| -3% | -$39.7K | 0.32% | 49 |
|
|
2019
Q4 | $2.44M | Sell |
17,523
-130
| -0.7% | -$18.1K | 0.44% | 46 |
|
|
2019
Q3 | $2.08M | Sell |
17,653
-81
| -0.5% | -$9.54K | 0.4% | 46 |
|
|
2019
Q2 | $1.98M | Buy |
17,734
+380
| +2% | +$42.4K | 0.37% | 47 |
|
|
2019
Q1 | $1.76M | Buy |
17,354
+72
| +0.4% | +$7.29K | 0.34% | 49 |
|
|
2018
Q4 | $1.69M | Sell |
17,282
-206
| -1% | -$20.2K | 0.39% | 52 |
|
|
2018
Q3 | $1.98M | Sell |
17,488
-604
| -3% | -$68.2K | 0.42% | 49 |
|
|
2018
Q2 | $1.88M | Sell |
18,092
-310
| -2% | -$32.2K | 0.42% | 49 |
|
|
2018
Q1 | $2.02M | Buy |
18,402
+436
| +2% | +$47.8K | 0.48% | 45 |
|
|
2017
Q4 | $1.91M | Sell |
17,966
-24,425
| -58% | -$2.6M | 0.47% | 48 |
|
|
2017
Q3 | $2.4M | Buy |
42,391
+28,456
| +204% | +$1.61M | 0.67% | 42 |
|
|
2017
Q2 | $1.27M | Buy |
13,935
+6,173
| +80% | +$561K | 0.4% | 56 |
|
|
2017
Q1 | $681K | Buy |
7,762
+3,831
| +97% | +$336K | 0.27% | 62 |
|
|
2016
Q4 | $339K | Buy |
+3,931
| New | +$339K | 0.16% | 72 |
|