RIA
RPG Investment Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
45,612
-44,989
| -50% | -$13M | 1.64% | 26 |
|
|
2025
Q1 | $22.2M | Buy |
90,601
+46,641
| +106% | +$11.4M | 1.59% | 27 |
|
|
2024
Q4 | $10.5M | Buy |
43,960
+139
| +0.3% | +$33.3K | 1.41% | 29 |
|
|
2024
Q3 | $9.24M | Buy |
43,821
+28
| +0.1% | +$5.9K | 1.32% | 31 |
|
|
2024
Q2 | $8.86M | Sell |
43,793
-462
| -1% | -$93.4K | 1.31% | 33 |
|
|
2024
Q1 | $8.86M | Sell |
44,255
-44
| -0.1% | -$8.81K | 1.33% | 34 |
|
|
2023
Q4 | $7.54M | Buy |
44,299
+617
| +1% | +$105K | 1.23% | 34 |
|
|
2023
Q3 | $6.33M | Sell |
43,682
-60
| -0.1% | -$8.7K | 1.16% | 38 |
|
|
2023
Q2 | $6.36M | Sell |
43,742
-37,359
| -46% | -$5.43M | 1.1% | 39 |
|
|
2023
Q1 | $10.6M | Sell |
81,101
-70
| -0.1% | -$9.12K | 1.87% | 19 |
|
|
2022
Q4 | $10.9M | Sell |
81,171
-106
| -0.1% | -$14.2K | 2.1% | 14 |
|
|
2022
Q3 | $8.49M | Buy |
81,277
+23,916
| +42% | +$2.5M | 1.83% | 23 |
|
|
2022
Q2 | $6.46M | Buy |
57,361
+15,883
| +38% | +$1.79M | 1.31% | 32 |
|
|
2022
Q1 | $5.65M | Buy |
41,478
+113
| +0.3% | +$15.4K | 0.92% | 54 |
|
|
2021
Q4 | $6.55M | Sell |
41,365
-6,431
| -13% | -$1.02M | 1.02% | 53 |
|
|
2021
Q3 | $7.82M | Buy |
47,796
+1,545
| +3% | +$253K | 1.29% | 29 |
|
|
2021
Q2 | $7.19M | Buy |
46,251
+1,741
| +4% | +$271K | 1.17% | 42 |
|
|
2021
Q1 | $6.78M | Sell |
44,510
-855
| -2% | -$130K | 1.21% | 38 |
|
|
2020
Q4 | $5.76M | Buy |
45,365
+1,096
| +2% | +$139K | 1.16% | 44 |
|
|
2020
Q3 | $4.26M | Buy |
44,269
+323
| +0.7% | +$31.1K | 1.04% | 51 |
|
|
2020
Q2 | $4.13M | Buy |
43,946
+1,725
| +4% | +$162K | 1.09% | 49 |
|
|
2020
Q1 | $3.8M | Buy |
42,221
+452
| +1% | +$40.7K | 1.08% | 51 |
|
|
2019
Q4 | $5.82M | Buy |
41,769
+3
| +0% | +$418 | 1.33% | 34 |
|
|
2019
Q3 | $4.92M | Sell |
41,766
-31,708
| -43% | -$3.73M | 1.17% | 42 |
|
|
2019
Q2 | $8.25M | Sell |
73,474
-1,607
| -2% | -$180K | 1.94% | 12 |
|
|
2019
Q1 | $7.6M | Buy |
75,081
+818
| +1% | +$82.8K | 1.78% | 11 |
|
|
2018
Q4 | $7.25M | Buy |
74,263
+481
| +0.7% | +$47K | 1.81% | 10 |
|
|
2018
Q3 | $8.33M | Sell |
73,782
-584
| -0.8% | -$65.9K | 1.75% | 12 |
|
|
2018
Q2 | $7.75M | Buy |
74,366
+58
| +0.1% | +$6.04K | 1.74% | 17 |
|
|
2018
Q1 | $8.17M | Buy |
74,308
+3,709
| +5% | +$408K | 1.87% | 10 |
|
|
2017
Q4 | $7.55M | Sell |
70,599
-484
| -0.7% | -$51.8K | 1.83% | 14 |
|
|
2017
Q3 | $6.79M | Sell |
71,083
-407
| -0.6% | -$38.9K | 1.73% | 14 |
|
|
2017
Q2 | $6.53M | Buy |
71,490
+7,392
| +12% | +$676K | 1.79% | 14 |
|
|
2017
Q1 | $5.63M | Buy |
64,098
+3,974
| +7% | +$349K | 1.65% | 15 |
|
|
2016
Q4 | $5.19M | Sell |
60,124
-1,488
| -2% | -$128K | 1.75% | 15 |
|
|
2016
Q3 | $4.1M | Sell |
61,612
-5,138
| -8% | -$342K | 1.28% | 25 |
|
|
2016
Q2 | $4.14M | Buy |
+66,750
| New | +$4.14M | 1.11% | 34 |
|