Roberts, Glore & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.14M | Sell |
3,866
-21
| -0.5% | -$6.37K | 0.31% | 75 |
|
|
2025
Q4 | $1.25M | Sell |
3,887
-75
| -2% | -$23.2K | 0.33% | 73 |
|
|
2025
Q3 | $1.25M | Sell |
3,962
-232
| -6% | -$69K | 0.34% | 73 |
|
|
2025
Q2 | $1.22M | Sell |
4,194
-64
| -2% | -$16.3K | 0.36% | 71 |
|
|
2025
Q1 | $1.04M | Sell |
4,258
-7
| -0.2% | -$1.78K | 0.32% | 74 |
|
|
2024
Q4 | $1.02M | Sell |
4,265
-35
| -0.8% | -$8.15K | 0.3% | 78 |
|
|
2024
Q3 | $907K | Sell |
4,300
-41
| -0.9% | -$8.64K | 0.26% | 87 |
|
|
2024
Q2 | $878K | Sell |
4,341
-324
| -7% | -$63.3K | 0.26% | 88 |
|
|
2024
Q1 | $934K | Sell |
4,665
-665
| -12% | -$120K | 0.28% | 85 |
|
|
2023
Q4 | $907K | Sell |
5,330
-30
| -0.6% | -$4.55K | 0.28% | 85 |
|
|
2023
Q3 | $777K | Sell |
5,360
-220
| -4% | -$33K | 0.26% | 89 |
|
|
2023
Q2 | $812K | Sell |
5,580
-160
| -3% | -$22K | 0.26% | 90 |
|
|
2023
Q1 | $748K | Buy |
5,740
+76
| +1% | +$10.4K | 0.25% | 88 |
|
|
2022
Q4 | $760K | Buy |
5,664
+1,620
| +40% | +$205K | 0.26% | 88 |
|
|
2022
Q3 | $423K | Buy |
4,044
+175
| +5% | +$20.1K | 0.15% | 126 |
|
|
2022
Q2 | $436K | Buy |
3,869
+283
| +8% | +$35.1K | 0.15% | 129 |
|
|
2022
Q1 | $489K | Buy |
3,586
+195
| +6% | +$28.8K | 0.14% | 132 |
|
|
2021
Q4 | $537K | Hold |
3,391
| – | – | 0.14% | 124 |
|
|
2021
Q3 | $555K | Buy |
3,391
+500
| +17% | +$78.4K | 0.17% | 114 |
|
|
2021
Q2 | $450K | Hold |
2,891
| – | – | 0.13% | 129 |
|
|
2021
Q1 | $440K | Hold |
2,891
| – | – | 0.14% | 128 |
|
|
2020
Q4 | $367K | Buy |
2,891
+90
| +3% | +$10.1K | 0.12% | 137 |
|
|
2020
Q3 | $269K | Buy |
+2,801
| New | +$275K | 0.1% | 144 |
|
Other funds holding JPM
VCM
VPM
