Roof Eidam Maycock Peralta (REMP)’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 | $4.34M | Buy |
14,974
+100
| +0.7% | +$29K | 1.07% | 21 |
|
|
2025
Q1 | $3.65M | Buy |
14,874
+380
| +3% | +$93.2K | 0.97% | 23 |
|
|
2024
Q4 | $3.47M | Sell |
14,494
-1,360
| -9% | -$326K | 0.9% | 22 |
|
|
2024
Q3 | $3.34M | Buy |
15,854
+105
| +0.7% | +$22.1K | 0.85% | 24 |
|
|
2024
Q2 | $3.19M | Buy |
15,749
+260
| +2% | +$52.6K | 0.86% | 23 |
|
|
2024
Q1 | $3.1M | Buy |
15,489
+197
| +1% | +$39.5K | 0.85% | 23 |
|
|
2023
Q4 | $2.6M | Hold |
15,292
| – | – | 0.78% | 26 |
|
|
2023
Q3 | $2.22M | Sell |
15,292
-15
| -0.1% | -$2.18K | 0.73% | 29 |
|
|
2023
Q2 | $2.23M | Sell |
15,307
-350
| -2% | -$50.9K | 0.75% | 29 |
|
|
2023
Q1 | $2.04M | Buy |
15,657
+581
| +4% | +$75.7K | 0.75% | 32 |
|
|
2022
Q4 | $2.02M | Buy |
15,076
+8
| +0.1% | +$1.07K | 0.72% | 30 |
|
|
2022
Q3 | $1.58M | Buy |
15,068
+1,172
| +8% | +$123K | 0.59% | 33 |
|
|
2022
Q2 | $1.57M | Buy |
13,896
+55
| +0.4% | +$6.19K | 0.58% | 31 |
|
|
2022
Q1 | $1.89M | Buy |
13,841
+100
| +0.7% | +$13.6K | 0.61% | 28 |
|
|
2021
Q4 | $2.18M | Sell |
13,741
-73
| -0.5% | -$11.6K | 0.73% | 26 |
|
|
2021
Q3 | $2.26M | Sell |
13,814
-87
| -0.6% | -$14.2K | 0.83% | 22 |
|
|
2021
Q2 | $2.16M | Sell |
13,901
-60
| -0.4% | -$9.33K | 0.81% | 23 |
|
|
2021
Q1 | $2.13M | Buy |
13,961
+7,495
| +116% | +$1.14M | 0.82% | 23 |
|
|
2020
Q4 | $822K | Hold |
6,466
| – | – | 0.32% | 54 |
|
|
2020
Q3 | $622K | Buy |
6,466
+150
| +2% | +$14.4K | 0.24% | 58 |
|
|
2020
Q2 | $594K | Buy |
6,316
+149
| +2% | +$14K | 0.23% | 63 |
|
|
2020
Q1 | $555K | Buy |
6,167
+600
| +11% | +$54K | 0.23% | 65 |
|
|
2019
Q4 | $776K | Hold |
5,567
| – | – | 0.3% | 67 |
|
|
2019
Q3 | $655K | Hold |
5,567
| – | – | 0.27% | 68 |
|
|
2019
Q2 | $622K | Hold |
5,567
| – | – | 0.26% | 72 |
|
|
2019
Q1 | $564K | Hold |
5,567
| – | – | 0.22% | 77 |
|
|
2018
Q4 | $543K | Buy |
5,567
+50
| +0.9% | +$4.88K | 0.26% | 63 |
|
|
2018
Q3 | $623K | Hold |
5,517
| – | – | 0.28% | 61 |
|
|
2018
Q2 | $575K | Hold |
5,517
| – | – | 0.27% | 60 |
|
|
2018
Q1 | $607K | Buy |
5,517
+170
| +3% | +$18.7K | 0.29% | 59 |
|
|
2017
Q4 | $572K | Hold |
5,347
| – | – | 0.28% | 66 |
|
|
2017
Q3 | $511K | Hold |
5,347
| – | – | 0.26% | 67 |
|
|
2017
Q2 | $489K | Hold |
5,347
| – | – | 0.25% | 58 |
|
|
2017
Q1 | $470K | Sell |
5,347
-130
| -2% | -$11.4K | 0.24% | 59 |
|
|
2016
Q4 | $473K | Buy |
5,477
+300
| +6% | +$25.9K | 0.25% | 61 |
|
|
2016
Q3 | $345K | Sell |
5,177
-475
| -8% | -$31.7K | 0.16% | 67 |
|
|
2016
Q2 | $351K | Hold |
5,652
| – | – | 0.18% | 68 |
|
|
2016
Q1 | $335K | Hold |
5,652
| – | – | 0.24% | 68 |
|
|
2015
Q4 | $373K | Hold |
5,652
| – | – | 0.3% | 69 |
|
|
2015
Q3 | $345K | Hold |
5,652
| – | – | 0.32% | 66 |
|
|
2015
Q2 | $383K | Hold |
5,652
| – | – | 0.32% | 66 |
|
|
2015
Q1 | $342K | Hold |
5,652
| – | – | 0.28% | 72 |
|
|
2014
Q4 | $354K | Buy |
+5,652
| New | +$354K | 0.3% | 72 |
|