Rossmore Private Capital’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 | $27.1M | Sell |
93,308
-971
| -1% | -$282K | 3.16% | 6 |
|
|
2025
Q1 | $23.1M | Buy |
94,279
+756
| +0.8% | +$185K | 2.85% | 6 |
|
|
2024
Q4 | $22.4M | Buy |
93,523
+239
| +0.3% | +$57.3K | 2.77% | 6 |
|
|
2024
Q3 | $19.7M | Buy |
93,284
+319
| +0.3% | +$67.3K | 2.43% | 6 |
|
|
2024
Q2 | $18.8M | Sell |
92,965
-263
| -0.3% | -$53.2K | 2.47% | 6 |
|
|
2024
Q1 | $18.7M | Buy |
93,228
+137
| +0.1% | +$27.4K | 2.44% | 6 |
|
|
2023
Q4 | $15.8M | Buy |
93,091
+34
| +0% | +$5.78K | 2.24% | 7 |
|
|
2023
Q3 | $13.5M | Sell |
93,057
-109
| -0.1% | -$15.8K | 2.04% | 8 |
|
|
2023
Q2 | $13.6M | Sell |
93,166
-912
| -1% | -$133K | 2.02% | 7 |
|
|
2023
Q1 | $12.3M | Sell |
94,078
-12
| -0% | -$1.56K | 1.92% | 8 |
|
|
2022
Q4 | $12.6M | Buy |
94,090
+1,546
| +2% | +$207K | 2.02% | 7 |
|
|
2022
Q3 | $9.67M | Buy |
92,544
+1,654
| +2% | +$173K | 1.73% | 9 |
|
|
2022
Q2 | $10.2M | Sell |
90,890
-380
| -0.4% | -$42.8K | 1.77% | 8 |
|
|
2022
Q1 | $12.4M | Buy |
91,270
+319
| +0.4% | +$43.5K | 1.94% | 8 |
|
|
2021
Q4 | $14.4M | Buy |
90,951
+32
| +0% | +$5.07K | 2.25% | 8 |
|
|
2021
Q3 | $14.9M | Sell |
90,919
-543
| -0.6% | -$88.9K | 2.55% | 8 |
|
|
2021
Q2 | $14.2M | Buy |
91,462
+180
| +0.2% | +$28K | 2.43% | 8 |
|
|
2021
Q1 | $13.9M | Buy |
91,282
+985
| +1% | +$150K | 2.6% | 8 |
|
|
2020
Q4 | $11.5M | Buy |
90,297
+3,789
| +4% | +$481K | 2.33% | 8 |
|
|
2020
Q3 | $8.33M | Buy |
86,508
+4,557
| +6% | +$439K | 1.96% | 8 |
|
|
2020
Q2 | $7.71M | Buy |
81,951
+6,792
| +9% | +$639K | 2.13% | 8 |
|
|
2020
Q1 | $6.78M | Buy |
75,159
+18,683
| +33% | +$1.68M | 2.34% | 8 |
|
|
2019
Q4 | $7.87M | Buy |
56,476
+9,220
| +20% | +$1.29M | 2.43% | 9 |
|
|
2019
Q3 | $5.56M | Buy |
47,256
+5,742
| +14% | +$676K | 1.87% | 11 |
|
|
2019
Q2 | $4.64M | Buy |
41,514
+5,740
| +16% | +$642K | 1.64% | 15 |
|
|
2019
Q1 | $3.62M | Sell |
35,774
-896
| -2% | -$90.7K | 1.33% | 18 |
|
|
2018
Q4 | $3.58M | Buy |
36,670
+15,777
| +76% | +$1.54M | 1.52% | 15 |
|
|
2018
Q3 | $2.36M | Buy |
20,893
+9,035
| +76% | +$1.02M | 0.94% | 22 |
|
|
2018
Q2 | $1.24M | Buy |
11,858
+828
| +8% | +$86.3K | 0.8% | 27 |
|
|
2018
Q1 | $1.21M | Sell |
11,030
-2,294
| -17% | -$252K | 1.23% | 20 |
|
|
2017
Q4 | $1.42M | Buy |
+13,324
| New | +$1.42M | 1.44% | 15 |
|