Rollins Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.53M | Sell |
14,899
-1,408
| -9% | -$240K | 0.53% | 28 |
|
|
2023
Q3 | $2.36M | Buy |
16,307
+1,043
| +7% | +$151K | 0.58% | 31 |
|
|
2023
Q2 | $2.22M | Sell |
15,264
-139
| -0.9% | -$20.2K | 0.61% | 29 |
|
|
2023
Q1 | $2.01M | Sell |
15,403
-40
| -0.3% | -$5.21K | 0.66% | 31 |
|
|
2022
Q4 | $2.07M | Sell |
15,443
-458
| -3% | -$61.4K | 0.79% | 27 |
|
|
2022
Q3 | $1.66M | Sell |
15,901
-2,040
| -11% | -$213K | 0.62% | 28 |
|
|
2022
Q2 | $2.02M | Sell |
17,941
-34
| -0.2% | -$3.83K | 0.71% | 26 |
|
|
2022
Q1 | $2.45M | Buy |
17,975
+1,613
| +10% | +$220K | 0.72% | 20 |
|
|
2021
Q4 | $2.59M | Buy |
+16,362
| New | +$2.59M | 0.75% | 22 |
|
|
2021
Q2 | $2.6M | Buy |
16,722
+873
| +6% | +$136K | 0.95% | 19 |
|
|
2021
Q1 | $2.41M | Buy |
15,849
+249
| +2% | +$37.9K | 1.03% | 15 |
|
|
2020
Q4 | $1.98M | Buy |
+15,600
| New | +$1.98M | 0.9% | 17 |
|