Ruggaard & Associates’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 | $905K | Sell |
3,123
-95
| -3% | -$27.5K | 0.36% | 36 |
|
|
2025
Q1 | $789K | Sell |
3,218
-581
| -15% | -$143K | 0.35% | 38 |
|
|
2024
Q4 | $911K | Sell |
3,799
-20
| -0.5% | -$4.79K | 0.4% | 31 |
|
|
2024
Q3 | $805K | Hold |
3,819
| – | – | 0.35% | 38 |
|
|
2024
Q2 | $772K | Hold |
3,819
| – | – | 0.36% | 35 |
|
|
2024
Q1 | $765K | Buy |
3,819
+90
| +2% | +$18K | 0.36% | 32 |
|
|
2023
Q4 | $634K | Hold |
3,729
| – | – | 0.34% | 41 |
|
|
2023
Q3 | $541K | Buy |
3,729
+39
| +1% | +$5.66K | 0.32% | 46 |
|
|
2023
Q2 | $537K | Buy |
3,690
+55
| +2% | +$8K | 0.31% | 50 |
|
|
2023
Q1 | $474K | Buy |
+3,635
| New | +$474K | 0.29% | 58 |
|