RBFC
Roman Butler Fullerton & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
11,446
-168
| -1% | -$50.2K | 1.01% | 24 |
|
|
2025
Q1 | $2.71M | Buy |
11,614
+372
| +3% | +$86.7K | 1.05% | 23 |
|
|
2024
Q4 | $2.99M | Sell |
11,242
-566
| -5% | -$150K | 0.95% | 26 |
|
|
2024
Q3 | $2.63M | Buy |
11,808
+27
| +0.2% | +$6.01K | 0.79% | 28 |
|
|
2024
Q2 | $2.45M | Buy |
11,781
+151
| +1% | +$31.4K | 0.79% | 30 |
|
|
2024
Q1 | $2.2M | Sell |
11,630
-23
| -0.2% | -$4.36K | 0.83% | 26 |
|
|
2023
Q4 | $2.01M | Buy |
11,653
+299
| +3% | +$51.5K | 0.78% | 31 |
|
|
2023
Q3 | $1.68M | Buy |
11,354
+139
| +1% | +$20.6K | 0.79% | 33 |
|
|
2023
Q2 | $1.73M | Sell |
11,215
-394
| -3% | -$60.8K | 0.79% | 31 |
|
|
2023
Q1 | $1.6M | Buy |
11,609
+49
| +0.4% | +$6.75K | 0.8% | 28 |
|
|
2022
Q4 | $1.63M | Buy |
11,560
+761
| +7% | +$107K | 0.84% | 29 |
|
|
2022
Q3 | $1.1M | Buy |
10,799
+371
| +4% | +$37.8K | 0.7% | 38 |
|
|
2022
Q2 | $1.18M | Sell |
10,428
-103
| -1% | -$11.6K | 0.65% | 41 |
|
|
2022
Q1 | $1.44M | Sell |
10,531
-214
| -2% | -$29.2K | 0.66% | 41 |
|
|
2021
Q4 | $1.7M | Buy |
10,745
+40
| +0.4% | +$6.34K | 0.75% | 40 |
|
|
2021
Q3 | $1.78M | Sell |
10,705
-10
| -0.1% | -$1.67K | 0.83% | 35 |
|
|
2021
Q2 | $1.67M | Buy |
10,715
+270
| +3% | +$42K | 0.81% | 33 |
|
|
2021
Q1 | $1.59M | Sell |
10,445
-333
| -3% | -$50.7K | 0.79% | 31 |
|
|
2020
Q4 | $1.37M | Buy |
10,778
+28
| +0.3% | +$3.56K | 0.81% | 30 |
|
|
2020
Q3 | $1.04M | Buy |
10,750
+1,918
| +22% | +$185K | 0.68% | 47 |
|
|
2020
Q2 | $831K | Buy |
8,832
+239
| +3% | +$22.5K | 0.59% | 59 |
|
|
2020
Q1 | $774K | Sell |
8,593
-941
| -10% | -$84.8K | 0.68% | 52 |
|
|
2019
Q4 | $1.33M | Sell |
9,534
-13
| -0.1% | -$1.81K | 0.88% | 30 |
|
|
2019
Q3 | $1.12M | Sell |
9,547
-220
| -2% | -$25.9K | 0.78% | 35 |
|
|
2019
Q2 | $1.09M | Buy |
9,767
+235
| +2% | +$26.3K | 0.73% | 38 |
|
|
2019
Q1 | $968K | Buy |
9,532
+451
| +5% | +$45.8K | 0.68% | 42 |
|
|
2018
Q4 | $912K | Buy |
+9,081
| New | +$912K | 0.78% | 37 |
|