Round Rock Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.59M | Buy |
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|
2025
Q2 | $1.45M | Buy |
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|
2025
Q1 | $903K | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $687K | Sell |
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|
2024
Q2 | $975K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $1.52M | Buy |
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|
2023
Q3 | $1.29M | Hold |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $934K | Buy |
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|
2022
Q2 | $770K | Buy |
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|
2022
Q1 | $773K | Buy |
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