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Rogco LP’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.76M Sell
6,061
-815
-12% -$236K 0.66% 24
2025
Q1
$1.69M Sell
6,876
-424
-6% -$104K 0.68% 27
2024
Q4
$1.75M Sell
7,300
-482
-6% -$116K 0.71% 25
2024
Q3
$1.64M Sell
7,782
-265
-3% -$55.9K 0.64% 29
2024
Q2
$1.63M Sell
8,047
-47
-0.6% -$9.51K 0.66% 28
2024
Q1
$1.62M Sell
8,094
-315
-4% -$63.1K 0.66% 29
2023
Q4
$1.43M Sell
8,409
-216
-3% -$36.7K 0.63% 31
2023
Q3
$1.25M Buy
+8,625
New +$1.25M 0.62% 31