RPA
Rock Point Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
926
| – | – | 0.08% | 91 |
|
|
2025
Q1 | $227K | Hold |
926
| – | – | 0.07% | 97 |
|
|
2024
Q4 | $222K | Sell |
926
-136
| -13% | -$32.6K | 0.06% | 97 |
|
|
2024
Q3 | $224K | Sell |
1,062
-62
| -6% | -$13.1K | 0.06% | 100 |
|
|
2024
Q2 | $227K | Hold |
1,124
| – | – | 0.07% | 100 |
|
|
2024
Q1 | $225K | Buy |
+1,124
| New | +$225K | 0.07% | 100 |
|