RFA
Rollins Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
43,950
+1,959
| +5% | +$568K | 2.03% | 12 |
|
|
2025
Q1 | $10.3M | Buy |
41,991
+11,325
| +37% | +$2.78M | 1.79% | 12 |
|
|
2024
Q4 | $7.35M | Buy |
30,666
+5,606
| +22% | +$1.34M | 1.15% | 19 |
|
|
2024
Q3 | $5.28M | Buy |
25,060
+491
| +2% | +$104K | 0.88% | 21 |
|
|
2024
Q2 | $4.97M | Buy |
24,569
+6,738
| +38% | +$1.36M | 0.85% | 21 |
|
|
2024
Q1 | $3.57M | Buy |
17,831
+2,932
| +20% | +$587K | 0.67% | 26 |
|
|
2023
Q4 | $2.53M | Buy |
+14,899
| New | +$2.53M | 0.53% | 28 |
|