Rowlandmiller & 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 | $7.28M | Buy |
25,116
+15
| +0.1% | +$4.35K | 1.5% | 19 |
|
|
2025
Q1 | $6.16M | Buy |
25,101
+351
| +1% | +$86.1K | 1.3% | 22 |
|
|
2024
Q4 | $5.93M | Sell |
24,750
-163
| -0.7% | -$39.1K | 1.24% | 24 |
|
|
2024
Q3 | $5.25M | Buy |
24,913
+180
| +0.7% | +$38K | 1.07% | 27 |
|
|
2024
Q2 | $5M | Sell |
24,733
-1,230
| -5% | -$249K | 1.09% | 29 |
|
|
2024
Q1 | $5.2M | Buy |
25,963
+330
| +1% | +$66.1K | 1.1% | 31 |
|
|
2023
Q4 | $4.36M | Buy |
25,633
+300
| +1% | +$51K | 1% | 33 |
|
|
2023
Q3 | $3.67M | Buy |
25,333
+1,496
| +6% | +$217K | 0.91% | 34 |
|
|
2023
Q2 | $3.47M | Buy |
23,837
+1,751
| +8% | +$255K | 0.82% | 37 |
|
|
2023
Q1 | $2.88M | Hold |
22,086
| – | – | 0.7% | 42 |
|
|
2022
Q4 | $2.98M | Hold |
22,086
| – | – | 0.74% | 40 |
|
|
2022
Q3 | $2.31M | Buy |
22,086
+789
| +4% | +$82.5K | 0.62% | 43 |
|
|
2022
Q2 | $2.4M | Buy |
21,297
+155
| +0.7% | +$17.5K | 0.61% | 43 |
|
|
2022
Q1 | $2.88M | Buy |
21,142
+340
| +2% | +$46.4K | 0.67% | 44 |
|
|
2021
Q4 | $3.29M | Buy |
20,802
+5,527
| +36% | +$875K | 0.74% | 41 |
|
|
2021
Q3 | $1.44M | Sell |
15,275
-4,738
| -24% | -$446K | 0.49% | 51 |
|
|
2021
Q2 | $3.11M | Hold |
20,013
| – | – | 0.77% | 39 |
|
|
2021
Q1 | $3.05M | Hold |
20,013
| – | – | 0.8% | 38 |
|
|
2020
Q4 | $2.54M | Buy |
20,013
+7,954
| +66% | +$1.01M | 0.72% | 40 |
|
|
2020
Q3 | $1.09M | Sell |
12,059
-3,216
| -21% | -$290K | 0.44% | 53 |
|
|
2020
Q2 | $1.44M | Buy |
15,275
+3,216
| +27% | +$303K | 0.49% | 51 |
|
|
2020
Q1 | $1.09M | Buy |
12,059
+1,187
| +11% | +$107K | 0.44% | 53 |
|
|
2019
Q4 | $1.52M | Buy |
10,872
+375
| +4% | +$52.3K | 0.47% | 53 |
|
|
2019
Q3 | $1.23M | Buy |
10,497
+263
| +3% | +$30.9K | 0.42% | 56 |
|
|
2019
Q2 | $1.14M | Buy |
10,234
+83
| +0.8% | +$9.27K | 0.4% | 57 |
|
|
2019
Q1 | $1.03M | Buy |
10,151
+9
| +0.1% | +$911 | 0.37% | 58 |
|
|
2018
Q4 | $990K | Sell |
10,142
-59,882
| -86% | -$5.85M | 0.4% | 57 |
|
|
2018
Q3 | $9.68M | Buy |
70,024
+62,078
| +781% | +$8.58M | 3.5% | 6 |
|
|
2018
Q2 | $828K | Sell |
7,946
-495
| -6% | -$51.6K | 0.32% | 59 |
|
|
2018
Q1 | $927K | Sell |
8,441
-100
| -1% | -$11K | 0.37% | 57 |
|
|
2017
Q4 | $919K | Sell |
8,541
-75
| -0.9% | -$8.07K | 0.36% | 54 |
|
|
2017
Q3 | $822K | Buy |
8,616
+830
| +11% | +$79.2K | 0.34% | 56 |
|
|
2017
Q2 | $713K | Sell |
7,786
-250
| -3% | -$22.9K | 0.3% | 59 |
|
|
2017
Q1 | $706K | Sell |
8,036
-1,290
| -14% | -$113K | 0.31% | 58 |
|
|
2016
Q4 | $802K | Hold |
9,326
| – | – | 0.36% | 55 |
|
|
2016
Q3 | $621K | Sell |
9,326
-485
| -5% | -$32.3K | 0.29% | 57 |
|
|
2016
Q2 | $603K | Buy |
9,811
+435
| +5% | +$26.7K | 0.28% | 59 |
|
|
2016
Q1 | $555K | Sell |
9,376
-95
| -1% | -$5.62K | 0.26% | 64 |
|
|
2015
Q4 | $599K | Hold |
9,471
| – | – | 0.3% | 62 |
|
|
2015
Q3 | $570K | Sell |
9,471
-500
| -5% | -$30.1K | 0.3% | 61 |
|
|
2015
Q2 | $676K | Hold |
9,971
| – | – | 0.34% | 59 |
|
|
2015
Q1 | $602K | Buy |
9,971
+465
| +5% | +$28.1K | 0.3% | 63 |
|
|
2014
Q4 | $595K | Buy |
+9,506
| New | +$595K | 0.29% | 62 |
|