RHP
Royal Harbor Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
13,382
-210
| -2% | -$60.9K | 1.42% | 22 |
|
|
2025
Q1 | $3.33M | Sell |
13,592
-1,267
| -9% | -$311K | 1.29% | 22 |
|
|
2024
Q4 | $3.56M | Sell |
14,859
-698
| -4% | -$167K | 1.34% | 21 |
|
|
2024
Q3 | $3.28M | Sell |
15,557
-224
| -1% | -$47.2K | 1.28% | 22 |
|
|
2024
Q2 | $3.19M | Sell |
15,781
-1,174
| -7% | -$237K | 1.32% | 23 |
|
|
2024
Q1 | $3.4M | Buy |
16,955
+132
| +0.8% | +$26.4K | 1.48% | 21 |
|
|
2023
Q4 | $2.86M | Buy |
16,823
+532
| +3% | +$90.5K | 1.33% | 18 |
|
|
2023
Q3 | $2.36M | Buy |
16,291
+361
| +2% | +$52.4K | 1.23% | 20 |
|
|
2023
Q2 | $2.32M | Sell |
15,930
-122
| -0.8% | -$17.7K | 1.14% | 27 |
|
|
2023
Q1 | $2.09M | Sell |
16,052
-2,328
| -13% | -$303K | 1.12% | 26 |
|
|
2022
Q4 | $2.46M | Sell |
18,380
-1,282
| -7% | -$172K | 1.52% | 20 |
|
|
2022
Q3 | $2.06M | Sell |
19,662
-682
| -3% | -$71.3K | 1.4% | 28 |
|
|
2022
Q2 | $2.29M | Buy |
+20,344
| New | +$2.29M | 1.57% | 24 |
|
|
2022
Q1 | – | Sell |
-9,227
| Closed | -$1.46M | – | 82 |
|
|
2021
Q4 | $1.46M | Buy |
9,227
+321
| +4% | +$50.8K | 0.93% | 33 |
|
|
2021
Q3 | $1.46M | Sell |
8,906
-2,254
| -20% | -$369K | 1.04% | 27 |
|
|
2021
Q2 | $1.74M | Buy |
11,160
+705
| +7% | +$110K | 1.16% | 20 |
|
|
2021
Q1 | $1.59M | Buy |
10,455
+943
| +10% | +$144K | 1.21% | 19 |
|
|
2020
Q4 | $1.21M | Buy |
+9,512
| New | +$1.21M | 1.01% | 23 |
|
|
2020
Q1 | – | Sell |
-9,048
| Closed | -$1.26M | – | 79 |
|
|
2019
Q4 | $1.26M | Buy |
+9,048
| New | +$1.26M | 1.21% | 25 |
|