Rockbridge Investment 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 | $721K | Sell |
2,487
-22
| -0.9% | -$6.38K | 0.08% | 73 |
|
|
2025
Q1 | $615K | Buy |
2,509
+671
| +37% | +$165K | 0.07% | 72 |
|
|
2024
Q4 | $441K | Buy |
1,838
+41
| +2% | +$9.83K | 0.06% | 93 |
|
|
2024
Q3 | $379K | Sell |
1,797
-23
| -1% | -$4.85K | 0.05% | 98 |
|
|
2024
Q2 | $368K | Buy |
1,820
+97
| +6% | +$19.6K | 0.05% | 89 |
|
|
2024
Q1 | $345K | Hold |
1,723
| – | – | 0.05% | 93 |
|
|
2023
Q4 | $293K | Sell |
1,723
-40
| -2% | -$6.8K | 0.04% | 95 |
|
|
2023
Q3 | $256K | Hold |
1,763
| – | – | 0.05% | 94 |
|
|
2023
Q2 | $256K | Hold |
1,763
| – | – | 0.05% | 96 |
|
|
2023
Q1 | $230K | Sell |
1,763
-55
| -3% | -$7.17K | 0.04% | 99 |
|
|
2022
Q4 | $244K | Buy |
+1,818
| New | +$244K | 0.05% | 96 |
|
|
2022
Q3 | – | Sell |
-830
| Closed | -$93.5K | – | 363 |
|
|
2022
Q2 | $93.5K | Sell |
830
-1,275
| -61% | -$144K | 0.02% | 163 |
|
|
2022
Q1 | $285K | Buy |
2,105
+86
| +4% | +$11.6K | 0.04% | 122 |
|
|
2021
Q4 | $320K | Buy |
2,019
+125
| +7% | +$19.8K | 0.05% | 127 |
|
|
2021
Q3 | $310K | Buy |
1,894
+4
| +0.2% | +$655 | 0.05% | 117 |
|
|
2021
Q2 | $294K | Buy |
1,890
+37
| +2% | +$5.76K | 0.05% | 121 |
|
|
2021
Q1 | $282K | Sell |
1,853
-404
| -18% | -$61.5K | 0.05% | 116 |
|
|
2020
Q4 | $287K | Sell |
2,257
-1,676
| -43% | -$213K | 0.06% | 115 |
|
|
2020
Q3 | $379K | Buy |
3,933
+996
| +34% | +$96K | 0.09% | 95 |
|
|
2020
Q2 | $276K | Buy |
+2,937
| New | +$276K | 0.07% | 105 |
|