Rockbridge Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Sell |
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|
2025
Q1 | $615K | Buy |
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|
2024
Q4 | $441K | Buy |
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|
2024
Q3 | $379K | Sell |
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|
2024
Q2 | $368K | Buy |
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|
2024
Q1 | $345K | Hold |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $93.5K | Sell |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $320K | Buy |
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|
2021
Q3 | $310K | Buy |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | $282K | Sell |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $379K | Buy |
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|
2020
Q2 | $276K | Buy |
|