Romano Brothers & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.12M | Sell |
27,997
-169
| -0.6% | -$49K | 1% | 23 |
|
|
2025
Q1 | $6.91M | Sell |
28,166
-755
| -3% | -$185K | 0.89% | 24 |
|
|
2024
Q4 | $6.93M | Sell |
28,921
-712
| -2% | -$171K | 0.87% | 28 |
|
|
2024
Q3 | $6.25M | Buy |
29,633
+421
| +1% | +$88.8K | 0.78% | 34 |
|
|
2024
Q2 | $5.91M | Sell |
29,212
-184
| -0.6% | -$37.2K | 0.82% | 32 |
|
|
2024
Q1 | $5.89M | Sell |
29,396
-419
| -1% | -$83.9K | 0.81% | 34 |
|
|
2023
Q4 | $5.07M | Sell |
29,815
-1,990
| -6% | -$339K | 0.76% | 40 |
|
|
2023
Q3 | $4.61M | Buy |
31,805
+252
| +0.8% | +$36.5K | 0.72% | 41 |
|
|
2023
Q2 | $4.59M | Buy |
31,553
+331
| +1% | +$48.1K | 0.68% | 44 |
|
|
2023
Q1 | $4.07M | Sell |
31,222
-1,520
| -5% | -$198K | 0.63% | 48 |
|
|
2022
Q4 | $4.39M | Buy |
32,742
+587
| +2% | +$78.7K | 0.67% | 45 |
|
|
2022
Q3 | $3.36M | Buy |
+32,155
| New | +$3.36M | 0.54% | 59 |
|