SRC
Sage Rhino Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Sell |
9,991
-43
| -0.4% | -$12.5K | 0.61% | 40 |
|
|
2025
Q1 | $2.46M | Sell |
10,034
-100
| -1% | -$24.5K | 0.57% | 44 |
|
|
2024
Q4 | $2.43M | Sell |
10,134
-46
| -0.5% | -$11K | 0.53% | 45 |
|
|
2024
Q3 | $2.15M | Buy |
10,180
+17
| +0.2% | +$3.59K | 0.48% | 49 |
|
|
2024
Q2 | $2.06M | Buy |
10,163
+471
| +5% | +$95.3K | 0.49% | 49 |
|
|
2024
Q1 | $1.94M | Buy |
9,692
+27
| +0.3% | +$5.41K | 0.46% | 51 |
|
|
2023
Q4 | $1.64M | Buy |
9,665
+7
| +0.1% | +$1.19K | 0.42% | 52 |
|
|
2023
Q3 | $1.4M | Buy |
9,658
+19
| +0.2% | +$2.76K | 0.39% | 55 |
|
|
2023
Q2 | $1.4M | Buy |
9,639
+45
| +0.5% | +$6.55K | 0.39% | 53 |
|
|
2023
Q1 | $1.25M | Buy |
9,594
+116
| +1% | +$15.1K | 0.36% | 58 |
|
|
2022
Q4 | $1.27M | Buy |
9,478
+78
| +0.8% | +$10.5K | 0.4% | 53 |
|
|
2022
Q3 | $982K | Sell |
9,400
-135
| -1% | -$14.1K | 0.39% | 47 |
|
|
2022
Q2 | $1.07M | Buy |
9,535
+209
| +2% | +$23.5K | 0.41% | 45 |
|
|
2022
Q1 | $1.27M | Sell |
9,326
-193
| -2% | -$26.3K | 0.39% | 46 |
|
|
2021
Q4 | $1.51M | Sell |
9,519
-44
| -0.5% | -$6.97K | 0.42% | 41 |
|
|
2021
Q3 | $1.57M | Buy |
9,563
+6
| +0.1% | +$982 | 0.48% | 39 |
|
|
2021
Q2 | $1.49M | Buy |
9,557
+148
| +2% | +$23K | 0.44% | 41 |
|
|
2021
Q1 | $1.43M | Buy |
9,409
+204
| +2% | +$31K | 0.47% | 39 |
|
|
2020
Q4 | $1.17M | Buy |
9,205
+90
| +1% | +$11.4K | 0.46% | 40 |
|
|
2020
Q3 | $878K | Sell |
9,115
-16
| -0.2% | -$1.54K | 0.42% | 46 |
|
|
2020
Q2 | $859K | Buy |
9,131
+252
| +3% | +$23.7K | 0.45% | 46 |
|
|
2020
Q1 | $799K | Buy |
8,879
+603
| +7% | +$54.3K | 0.57% | 37 |
|
|
2019
Q4 | $1.13M | Sell |
8,276
-683
| -8% | -$92.9K | 0.64% | 37 |
|
|
2019
Q3 | $1.05M | Buy |
8,959
+77
| +0.9% | +$9.06K | 0.66% | 35 |
|
|
2019
Q2 | $993K | Buy |
8,882
+184
| +2% | +$20.6K | 0.64% | 39 |
|
|
2019
Q1 | $880K | Buy |
+8,698
| New | +$880K | 0.58% | 38 |
|