RSS
Rosenblum Silverman Sutton’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.15M | Buy |
24,648
+35
| +0.1% | +$10.1K | 1.73% | 19 |
|
|
2025
Q1 | $6.04M | Buy |
24,613
+193
| +0.8% | +$47.3K | 1.66% | 21 |
|
|
2024
Q4 | $5.85M | Hold |
24,420
| – | – | 1.47% | 25 |
|
|
2024
Q3 | $5.15M | Sell |
24,420
-88
| -0.4% | -$18.6K | 1.32% | 25 |
|
|
2024
Q2 | $4.96M | Sell |
24,508
-155
| -0.6% | -$31.4K | 1.33% | 24 |
|
|
2024
Q1 | $4.94M | Sell |
24,663
-615
| -2% | -$123K | 1.4% | 25 |
|
|
2023
Q4 | $4.3M | Sell |
25,278
-1,935
| -7% | -$329K | 1.37% | 25 |
|
|
2023
Q3 | $3.95M | Buy |
27,213
+255
| +0.9% | +$37K | 1.34% | 28 |
|
|
2023
Q2 | $3.92M | Sell |
26,958
-467
| -2% | -$67.9K | 1.29% | 30 |
|
|
2023
Q1 | $3.57M | Sell |
27,425
-503
| -2% | -$65.5K | 1.3% | 29 |
|
|
2022
Q4 | $3.75M | Sell |
27,928
-708
| -2% | -$94.9K | 1.36% | 28 |
|
|
2022
Q3 | $2.99M | Sell |
28,636
-1,317
| -4% | -$138K | 1.08% | 35 |
|
|
2022
Q2 | $3.37M | Buy |
29,953
+66
| +0.2% | +$7.43K | 1.1% | 34 |
|
|
2022
Q1 | $4.07M | Buy |
29,887
+518
| +2% | +$70.6K | 1.04% | 36 |
|
|
2021
Q4 | $4.65M | Sell |
29,369
-260
| -0.9% | -$41.2K | 1.05% | 37 |
|
|
2021
Q3 | $4.85M | Sell |
29,629
-335
| -1% | -$54.8K | 1.11% | 34 |
|
|
2021
Q2 | $4.66M | Buy |
29,964
+215
| +0.7% | +$33.4K | 1.05% | 32 |
|
|
2021
Q1 | $4.53M | Buy |
29,749
+1,070
| +4% | +$163K | 1.16% | 31 |
|
|
2020
Q4 | $3.64M | Buy |
28,679
+1,197
| +4% | +$152K | 0.95% | 33 |
|
|
2020
Q3 | $2.65M | Buy |
27,482
+3,505
| +15% | +$337K | 0.74% | 34 |
|
|
2020
Q2 | $2.26M | Buy |
23,977
+2,158
| +10% | +$203K | 0.72% | 34 |
|
|
2020
Q1 | $1.96M | Sell |
21,819
-324
| -1% | -$29.2K | 0.78% | 34 |
|
|
2019
Q4 | $3.09M | Buy |
22,143
+1,705
| +8% | +$238K | 1.13% | 32 |
|
|
2019
Q3 | $2.41M | Buy |
20,438
+235
| +1% | +$27.7K | 0.93% | 36 |
|
|
2019
Q2 | $2.26M | Sell |
20,203
-199
| -1% | -$22.3K | 0.86% | 36 |
|
|
2019
Q1 | $2.07M | Buy |
20,402
+203
| +1% | +$20.5K | 0.82% | 37 |
|
|
2018
Q4 | $1.97M | Buy |
20,199
+611
| +3% | +$59.7K | 0.9% | 34 |
|
|
2018
Q3 | $2.21M | Sell |
19,588
-198
| -1% | -$22.3K | 0.73% | 41 |
|
|
2018
Q2 | $2.06M | Sell |
19,786
-1,421
| -7% | -$148K | 0.71% | 41 |
|
|
2018
Q1 | $2.33M | Sell |
21,207
-681
| -3% | -$74.9K | 0.83% | 40 |
|
|
2017
Q4 | $2.34M | Sell |
21,888
-121
| -0.5% | -$12.9K | 0.84% | 38 |
|
|
2017
Q3 | $2.1M | Buy |
22,009
+66
| +0.3% | +$6.3K | 0.8% | 41 |
|
|
2017
Q2 | $2.01M | Sell |
21,943
-195
| -0.9% | -$17.8K | 0.8% | 42 |
|
|
2017
Q1 | $1.95M | Sell |
22,138
-327
| -1% | -$28.7K | 0.82% | 42 |
|
|
2016
Q4 | $1.94M | Buy |
22,465
+256
| +1% | +$22.1K | 0.92% | 40 |
|
|
2016
Q3 | $1.48M | Buy |
22,209
+125
| +0.6% | +$8.32K | 0.68% | 44 |
|
|
2016
Q2 | $1.37M | Buy |
+22,084
| New | +$1.37M | 0.66% | 43 |
|
|
2015
Q4 | $1.41M | Sell |
21,371
-1,500
| -7% | -$99K | 0.64% | 46 |
|
|
2015
Q3 | $1.39M | Sell |
22,871
-1,320
| -5% | -$80.5K | 0.67% | 47 |
|
|
2015
Q2 | $1.64M | Buy |
+24,191
| New | +$1.64M | 0.66% | 46 |
|
|
2014
Q4 | $1.52M | Sell |
24,269
-97
| -0.4% | -$6.07K | 0.65% | 46 |
|
|
2014
Q3 | $1.47M | Sell |
24,366
-8,933
| -27% | -$538K | 0.66% | 47 |
|
|
2014
Q2 | $1.92M | Sell |
33,299
-1,900
| -5% | -$109K | 0.9% | 43 |
|
|
2014
Q1 | $2.14M | Buy |
35,199
+175
| +0.5% | +$10.6K | 1.01% | 38 |
|
|
2013
Q4 | $2.05M | Buy |
35,024
+500
| +1% | +$29.2K | 0.97% | 40 |
|
|
2013
Q3 | $1.79M | Buy |
+34,524
| New | +$1.79M | 0.96% | 43 |
|