RIL
Rothschild Investment LLC’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.6M | Sell |
147,034
-2,111
| -1% | -$612K | 2.67% | 3 |
|
|
2025
Q1 | $36.6M | Sell |
149,145
-1,716
| -1% | -$421K | 2.45% | 3 |
|
|
2024
Q4 | $36.2M | Sell |
150,861
-3,348
| -2% | -$803K | 2.37% | 3 |
|
|
2024
Q3 | $32.5M | Sell |
154,209
-2,723
| -2% | -$574K | 2.13% | 3 |
|
|
2024
Q2 | $31.7M | Sell |
156,932
-7,479
| -5% | -$1.51M | 2.21% | 5 |
|
|
2024
Q1 | $32.9M | Sell |
164,411
-6,622
| -4% | -$1.33M | 2.38% | 3 |
|
|
2023
Q4 | $29.1M | Buy |
171,033
+5,975
| +4% | +$1.02M | 2.44% | 2 |
|
|
2023
Q3 | $23.9M | Buy |
165,058
+2,572
| +2% | +$373K | 2.02% | 2 |
|
|
2023
Q2 | $23.6M | Buy |
162,486
+1,461
| +0.9% | +$212K | 1.97% | 4 |
|
|
2023
Q1 | $21M | Buy |
161,025
+1,136
| +0.7% | +$148K | 1.84% | 4 |
|
|
2022
Q4 | $21.4M | Sell |
159,889
-670
| -0.4% | -$89.8K | 1.97% | 3 |
|
|
2022
Q3 | $16.8M | Sell |
160,559
-3,317
| -2% | -$347K | 1.66% | 7 |
|
|
2022
Q2 | $18.5M | Buy |
163,876
+4,585
| +3% | +$516K | 1.7% | 7 |
|
|
2022
Q1 | $21.7M | Sell |
159,291
-138
| -0.1% | -$18.8K | 1.71% | 5 |
|
|
2021
Q4 | $25.2M | Sell |
159,429
-665
| -0.4% | -$105K | 1.96% | 2 |
|
|
2021
Q3 | $26.2M | Sell |
160,094
-8,286
| -5% | -$1.36M | 2.2% | 2 |
|
|
2021
Q2 | $26.2M | Buy |
168,380
+694
| +0.4% | +$108K | 2.08% | 2 |
|
|
2021
Q1 | $25.5M | Sell |
167,686
-2,323
| -1% | -$354K | 2.2% | 2 |
|
|
2020
Q4 | $21.6M | Buy |
170,009
+218
| +0.1% | +$27.7K | 2.08% | 2 |
|
|
2020
Q3 | $16.3M | Buy |
169,791
+9,049
| +6% | +$871K | 1.78% | 7 |
|
|
2020
Q2 | $15.1M | Sell |
160,742
-8,465
| -5% | -$796K | 1.82% | 6 |
|
|
2020
Q1 | $15.2M | Buy |
169,207
+9,869
| +6% | +$889K | 1.99% | 5 |
|
|
2019
Q4 | $22.2M | Sell |
159,338
-5,311
| -3% | -$740K | 2.21% | 2 |
|
|
2019
Q3 | $19.4M | Buy |
164,649
+790
| +0.5% | +$93K | 2.26% | 2 |
|
|
2019
Q2 | $18.3M | Buy |
163,859
+4,941
| +3% | +$552K | 2.16% | 2 |
|
|
2019
Q1 | $16.1M | Sell |
158,918
-225
| -0.1% | -$22.8K | 1.89% | 2 |
|
|
2018
Q4 | $15.5M | Buy |
159,143
+3,773
| +2% | +$368K | 2.08% | 3 |
|
|
2018
Q3 | $17.5M | Sell |
155,370
-1,159
| -0.7% | -$131K | 2.07% | 2 |
|
|
2018
Q2 | $16.3M | Sell |
156,529
-233
| -0.1% | -$24.3K | 2.05% | 2 |
|
|
2018
Q1 | $17.2M | Sell |
156,762
-73,249
| -32% | -$8.06M | 2.21% | 2 |
|
|
2017
Q4 | $24.6M | Sell |
230,011
-4,736
| -2% | -$506K | 2.67% | 2 |
|
|
2017
Q3 | $22.4M | Sell |
234,747
-122
| -0.1% | -$11.7K | 2.54% | 2 |
|
|
2017
Q2 | $21.5M | Sell |
234,869
-11,075
| -5% | -$1.01M | 2.44% | 2 |
|
|
2017
Q1 | $21.6M | Buy |
245,944
+3,980
| +2% | +$350K | 2.51% | 2 |
|
|
2016
Q4 | $20.9M | Sell |
241,964
-18,904
| -7% | -$1.63M | 2.51% | 2 |
|
|
2016
Q3 | $17.4M | Sell |
260,868
-4,208
| -2% | -$280K | 2.13% | 2 |
|
|
2016
Q2 | $16.5M | Buy |
265,076
+667
| +0.3% | +$41.4K | 2.1% | 2 |
|
|
2016
Q1 | $15.7M | Sell |
264,409
-760
| -0.3% | -$45K | 2.01% | 2 |
|
|
2015
Q4 | $17.5M | Buy |
265,169
+14,613
| +6% | +$965K | 2.23% | 2 |
|
|
2015
Q3 | $15.3M | Sell |
250,556
-8,514
| -3% | -$519K | 2.01% | 3 |
|
|
2015
Q2 | $17.6M | Sell |
259,070
-21,544
| -8% | -$1.46M | 2.04% | 3 |
|
|
2015
Q1 | $17M | Sell |
280,614
-753
| -0.3% | -$45.6K | 1.99% | 4 |
|
|
2014
Q4 | $17.6M | Sell |
281,367
-434
| -0.2% | -$27.2K | 2.1% | 4 |
|
|
2014
Q3 | $17M | Buy |
281,801
+2,872
| +1% | +$173K | 2.07% | 4 |
|
|
2014
Q2 | $16.1M | Sell |
278,929
-1,600
| -0.6% | -$92.2K | 2.05% | 5 |
|
|
2014
Q1 | $17M | Buy |
280,529
+805
| +0.3% | +$48.9K | 2.3% | 4 |
|
|
2013
Q4 | $16.4M | Sell |
279,724
-4,512
| -2% | -$264K | 2.23% | 4 |
|
|
2013
Q3 | $14.7M | Sell |
284,236
-5,445
| -2% | -$281K | 2.17% | 4 |
|
|
2013
Q2 | $15.3M | Buy |
+289,681
| New | +$15.3M | 2.49% | 4 |
|