Roth Financial Partners’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 | $544K | Hold |
1,877
| – | – | 0.2% | 22 |
|
|
2025
Q1 | $460K | Hold |
1,877
| – | – | 0.18% | 21 |
|
|
2024
Q4 | $450K | Hold |
1,877
| – | – | 0.18% | 24 |
|
|
2024
Q3 | $396K | Hold |
1,877
| – | – | 0.16% | 23 |
|
|
2024
Q2 | $380K | Hold |
1,877
| – | – | 0.16% | 22 |
|
|
2024
Q1 | $376K | Buy |
1,877
+9
| +0.5% | +$1.8K | 0.17% | 22 |
|
|
2023
Q4 | $318K | Buy |
1,868
+445
| +31% | +$75.7K | 0.16% | 22 |
|
|
2023
Q3 | $206K | Sell |
1,423
-219
| -13% | -$31.8K | 0.13% | 22 |
|
|
2023
Q2 | $239K | Hold |
1,642
| – | – | 0.15% | 20 |
|
|
2023
Q1 | $214K | Sell |
1,642
-16
| -1% | -$2.09K | 0.14% | 20 |
|
|
2022
Q4 | $222K | Sell |
1,658
-190
| -10% | -$25.4K | 0.16% | 20 |
|
|
2022
Q3 | $193K | Hold |
1,848
| – | – | 0.15% | 23 |
|
|
2022
Q2 | $208K | Hold |
1,848
| – | – | 0.17% | 23 |
|
|
2022
Q1 | $252K | Sell |
1,848
-81
| -4% | -$11K | 0.18% | 22 |
|
|
2021
Q4 | $305K | Hold |
1,929
| – | – | 0.22% | 18 |
|
|
2021
Q3 | $316K | Hold |
1,929
| – | – | 0.25% | 18 |
|
|
2021
Q2 | $300K | Hold |
1,929
| – | – | 0.23% | 18 |
|
|
2021
Q1 | $294K | Hold |
1,929
| – | – | 0.24% | 17 |
|
|
2020
Q4 | $245K | Buy |
+1,929
| New | +$245K | 0.24% | 17 |
|