Round Rock Advisors’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 | $1.45M | Buy |
5,013
+1,331
| +36% | +$386K | 0.25% | 63 |
|
|
2025
Q1 | $903K | Sell |
3,682
-736
| -17% | -$181K | 0.17% | 93 |
|
|
2024
Q4 | $1.06M | Buy |
4,418
+1,158
| +36% | +$278K | 0.22% | 76 |
|
|
2024
Q3 | $687K | Sell |
3,260
-1,562
| -32% | -$329K | 0.16% | 87 |
|
|
2024
Q2 | $975K | Sell |
4,822
-301
| -6% | -$60.9K | 0.24% | 70 |
|
|
2024
Q1 | $1.03M | Sell |
5,123
-3,807
| -43% | -$763K | 0.25% | 71 |
|
|
2023
Q4 | $1.52M | Buy |
8,930
+5
| +0.1% | +$850 | 0.38% | 55 |
|
|
2023
Q3 | $1.29M | Hold |
8,925
| – | – | 0.49% | 37 |
|
|
2023
Q2 | $1.3M | Buy |
8,925
+38
| +0.4% | +$5.53K | 0.47% | 38 |
|
|
2023
Q1 | $1.16M | Sell |
8,887
-42
| -0.5% | -$5.47K | 0.44% | 38 |
|
|
2022
Q4 | $1.2M | Sell |
8,929
-7
| -0.1% | -$939 | 0.49% | 36 |
|
|
2022
Q3 | $934K | Buy |
8,936
+2,100
| +31% | +$219K | 0.42% | 40 |
|
|
2022
Q2 | $770K | Buy |
6,836
+1,169
| +21% | +$132K | 0.35% | 48 |
|
|
2022
Q1 | $773K | Buy |
+5,667
| New | +$773K | 0.31% | 59 |
|