RFM
Royal Fund Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
49,414
-2,509
| -5% | -$728K | 1.42% | 9 |
|
|
2025
Q1 | $12.8M | Sell |
51,923
-2,487
| -5% | -$615K | 1.43% | 7 |
|
|
2024
Q4 | $13.1M | Sell |
54,410
-4,507
| -8% | -$1.09M | 1.23% | 14 |
|
|
2024
Q3 | $12.5M | Sell |
58,917
-1,463
| -2% | -$311K | 0.75% | 28 |
|
|
2024
Q2 | $12.3M | Sell |
60,380
-2,624
| -4% | -$534K | 1% | 6 |
|
|
2024
Q1 | $12.6M | Buy |
63,004
+3,354
| +6% | +$672K | 1.24% | 10 |
|
|
2023
Q4 | $10.2M | Buy |
59,650
+373
| +0.6% | +$63.5K | 1.12% | 14 |
|
|
2023
Q3 | $8.6M | Sell |
59,277
-1,285
| -2% | -$186K | 1.16% | 20 |
|
|
2023
Q2 | $8.81M | Buy |
60,562
+92
| +0.2% | +$13.4K | 1.1% | 16 |
|
|
2023
Q1 | $7.88M | Buy |
60,470
+928
| +2% | +$121K | 1.13% | 17 |
|
|
2022
Q4 | $7.98M | Buy |
59,542
+1,016
| +2% | +$136K | 1.27% | 19 |
|
|
2022
Q3 | $6.12M | Sell |
58,526
-2,443
| -4% | -$255K | 1.11% | 25 |
|
|
2022
Q2 | $6.87M | Buy |
60,969
+4,066
| +7% | +$458K | 1.14% | 25 |
|
|
2022
Q1 | $7.76M | Sell |
56,903
-73
| -0.1% | -$9.95K | 1.12% | 24 |
|
|
2021
Q4 | $9.02M | Buy |
56,976
+1,091
| +2% | +$173K | 1.29% | 19 |
|
|
2021
Q3 | $9.15M | Buy |
55,885
+2,073
| +4% | +$339K | 1.33% | 11 |
|
|
2021
Q2 | $8.37M | Sell |
53,812
-2,501
| -4% | -$389K | 1.39% | 17 |
|
|
2021
Q1 | $8.57M | Buy |
56,313
+3,339
| +6% | +$508K | 1.57% | 14 |
|
|
2020
Q4 | $6.73M | Buy |
52,974
+3,502
| +7% | +$445K | 1.43% | 17 |
|
|
2020
Q3 | $4.76M | Buy |
49,472
+1,659
| +3% | +$160K | 1.22% | 22 |
|
|
2020
Q2 | $4.5M | Buy |
47,813
+37,481
| +363% | +$3.53M | 1.59% | 11 |
|
|
2020
Q1 | $930K | Buy |
10,332
+4,116
| +66% | +$370K | 0.38% | 65 |
|
|
2019
Q4 | $866K | Buy |
6,216
+321
| +5% | +$44.7K | 0.22% | 75 |
|
|
2019
Q3 | $693K | Sell |
5,895
-576
| -9% | -$67.7K | 0.19% | 74 |
|
|
2019
Q2 | $723K | Buy |
6,471
+282
| +5% | +$31.5K | 0.21% | 65 |
|
|
2019
Q1 | $626K | Sell |
6,189
-931
| -13% | -$94.2K | 0.2% | 67 |
|
|
2018
Q4 | $695K | Sell |
7,120
-17,425
| -71% | -$1.7M | 0.28% | 64 |
|
|
2018
Q3 | $2.77M | Sell |
24,545
-450
| -2% | -$50.8K | 0.86% | 40 |
|
|
2018
Q2 | $2.6M | Buy |
24,995
+24,189
| +3,001% | +$2.52M | 0.86% | 41 |
|
|
2018
Q1 | $88K | Buy |
806
+85
| +12% | +$9.28K | 0.03% | 160 |
|
|
2017
Q4 | $77K | Buy |
721
+93
| +15% | +$9.93K | 0.03% | 179 |
|
|
2017
Q3 | $60K | Buy |
628
+150
| +31% | +$14.3K | 0.02% | 156 |
|
|
2017
Q2 | $43K | Buy |
478
+164
| +52% | +$14.8K | 0.02% | 166 |
|
|
2017
Q1 | $27K | Buy |
314
+100
| +47% | +$8.6K | 0.01% | 187 |
|
|
2016
Q4 | $18K | Buy |
+214
| New | +$18K | 0.01% | 209 |
|