Ruggaard & Associates’s JPMorgan Chase JPM Stock Holding History

Ruggaard & Associates’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$905K	Sell
2025 Q1	$789K	Sell
2024 Q4	$911K	Sell
2024 Q3	$805K	Hold
2024 Q2	$772K	Hold
2024 Q1	$765K	Buy
2023 Q4	$634K	Hold
2023 Q3	$541K	Buy
2023 Q2	$537K	Buy
2023 Q1	$474K	Buy