RCM
RMR Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
5,677
-3,002
| -35% | -$870K | 1.18% | 24 |
|
|
2025
Q1 | $2.13M | Hold |
8,679
| – | – | 1.51% | 15 |
|
|
2024
Q4 | $2.08M | Hold |
8,679
| – | – | 1.54% | 18 |
|
|
2024
Q3 | $1.83M | Hold |
8,679
| – | – | 1.5% | 17 |
|
|
2024
Q2 | $1.76M | Hold |
8,679
| – | – | 1.6% | 17 |
|
|
2024
Q1 | $1.74M | Hold |
8,679
| – | – | 1.59% | 17 |
|
|
2023
Q4 | $1.48M | Buy |
+8,679
| New | +$1.48M | 1.68% | 18 |
|