RCP
Rothschild Capital Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2M | Hold |
114,468
| – | – | 8.71% | 1 |
|
|
2025
Q1 | $28.1M | Buy |
114,468
+4,225
| +4% | +$1.04M | 7.35% | 2 |
|
|
2024
Q4 | $26.4M | Buy |
110,243
+5,313
| +5% | +$1.27M | 6.41% | 3 |
|
|
2024
Q3 | $22.1M | Buy |
104,930
+749
| +0.7% | +$158K | 6.17% | 4 |
|
|
2024
Q2 | $21.1M | Hold |
104,181
| – | – | 6.02% | 5 |
|
|
2024
Q1 | $20.9M | Hold |
104,181
| – | – | 6.06% | 5 |
|
|
2023
Q4 | $17.7M | Buy |
104,181
+1,034
| +1% | +$176K | 5.58% | 5 |
|
|
2023
Q3 | $15M | Hold |
103,147
| – | – | 5.85% | 5 |
|
|
2023
Q2 | $15M | Hold |
103,147
| – | – | 5.53% | 7 |
|
|
2023
Q1 | $13.4M | Buy |
103,147
+45
| +0% | +$5.86K | 5.51% | 6 |
|
|
2022
Q4 | $13.7M | Buy |
103,102
+43
| +0% | +$5.73K | 5.81% | 4 |
|
|
2022
Q3 | $10.8M | Hold |
103,059
| – | – | 4.95% | 6 |
|
|
2022
Q2 | $11.6M | Hold |
103,059
| – | – | 4.85% | 8 |
|
|
2022
Q1 | $14M | Sell |
103,059
-4,267
| -4% | -$582K | 4.92% | 7 |
|
|
2021
Q4 | $17M | Buy |
107,326
+2,193
| +2% | +$347K | 5.07% | 6 |
|
|
2021
Q3 | $17.2M | Sell |
105,133
-345
| -0.3% | -$56.5K | 5.5% | 5 |
|
|
2021
Q2 | $16.4M | Sell |
105,478
-3,125
| -3% | -$486K | 5.25% | 5 |
|
|
2021
Q1 | $16.5M | Sell |
108,603
-269
| -0.2% | -$41K | 5.59% | 5 |
|
|
2020
Q4 | $13.8M | Buy |
108,872
+2,260
| +2% | +$287K | 4.95% | 6 |
|
|
2020
Q3 | $10.3M | Hold |
106,612
| – | – | 4.06% | 8 |
|
|
2020
Q2 | $10M | Buy |
106,612
+4,340
| +4% | +$408K | 4.19% | 9 |
|
|
2020
Q1 | $9.21M | Hold |
102,272
| – | – | 5.12% | 9 |
|
|
2019
Q4 | $14.3M | Sell |
102,272
-774
| -0.8% | -$108K | 6.49% | 3 |
|
|
2019
Q3 | $12.1M | Hold |
103,046
| – | – | 6.11% | 6 |
|
|
2019
Q2 | $11.5M | Hold |
103,046
| – | – | 5.63% | 7 |
|
|
2019
Q1 | $10.4M | Sell |
103,046
-625
| -0.6% | -$63.3K | 5.82% | 7 |
|
|
2018
Q4 | $10.1M | Buy |
103,671
+610
| +0.6% | +$59.5K | 5.46% | 6 |
|
|
2018
Q3 | $11.6M | Hold |
103,061
| – | – | 5.17% | 6 |
|
|
2018
Q2 | $10.7M | Sell |
103,061
-7,179
| -7% | -$748K | 4.49% | 6 |
|
|
2018
Q1 | $12.1M | Sell |
110,240
-405
| -0.4% | -$44.5K | 4.76% | 4 |
|
|
2017
Q4 | $11.8M | Sell |
110,645
-977
| -0.9% | -$104K | 4.64% | 4 |
|
|
2017
Q3 | $10.7M | Sell |
111,622
-9,219
| -8% | -$881K | 4.59% | 5 |
|
|
2017
Q2 | $11M | Hold |
120,841
| – | – | 4.19% | 3 |
|
|
2017
Q1 | $10.6M | Buy |
120,841
+592
| +0.5% | +$52K | 4.14% | 3 |
|
|
2016
Q4 | $10.4M | Sell |
120,249
-4,800
| -4% | -$414K | 4.42% | 3 |
|
|
2016
Q3 | $8.33M | Sell |
125,049
-521
| -0.4% | -$34.7K | 3% | 5 |
|
|
2016
Q2 | $7.8M | Buy |
125,570
+15,670
| +14% | +$974K | 3.01% | 7 |
|
|
2016
Q1 | $6.51M | Buy |
+109,900
| New | +$6.51M | 2.91% | 10 |
|