WD Rutherford’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 | $6.42M | Sell |
22,134
-750
| -3% | -$217K | 2.95% | 4 |
|
|
2025
Q1 | $5.33M | Buy |
22,884
+90
| +0.4% | +$21K | 2.84% | 7 |
|
|
2024
Q4 | $5.46M | Sell |
22,794
-567
| -2% | -$136K | 2.59% | 7 |
|
|
2024
Q3 | $4.93M | Sell |
23,361
-41
| -0.2% | -$8.65K | 2.41% | 10 |
|
|
2024
Q2 | $4.73M | Sell |
23,402
-276
| -1% | -$55.8K | 2.38% | 10 |
|
|
2024
Q1 | $4.74M | Sell |
23,678
-1,483
| -6% | -$297K | 2.45% | 9 |
|
|
2023
Q4 | $4.28M | Sell |
25,161
-344
| -1% | -$58.5K | 2.49% | 11 |
|
|
2023
Q3 | $3.7M | Buy |
25,505
+2,485
| +11% | +$360K | 2.54% | 8 |
|
|
2023
Q2 | $3.35M | Buy |
23,020
+90
| +0.4% | +$13.1K | 2.14% | 20 |
|
|
2023
Q1 | $2.99M | Buy |
22,930
+285
| +1% | +$37.1K | 2.11% | 21 |
|
|
2022
Q4 | $3.04M | Sell |
22,645
-825
| -4% | -$111K | 2.39% | 16 |
|
|
2022
Q3 | $2.45M | Sell |
23,470
-350
| -1% | -$36.6K | 1.97% | 21 |
|
|
2022
Q2 | $2.68M | Sell |
23,820
-80
| -0.3% | -$9.01K | 2.07% | 20 |
|
|
2022
Q1 | $3.26M | Sell |
23,900
-155
| -0.6% | -$21.1K | 1.86% | 24 |
|
|
2021
Q4 | $3.81M | Sell |
24,055
-270
| -1% | -$42.8K | 1.93% | 23 |
|
|
2021
Q3 | $3.98M | Buy |
24,325
+1,190
| +5% | +$195K | 2.16% | 20 |
|
|
2021
Q2 | $3.6M | Buy |
23,135
+160
| +0.7% | +$24.9K | 2% | 25 |
|
|
2021
Q1 | $3.5M | Buy |
22,975
+1,205
| +6% | +$183K | 2.18% | 22 |
|
|
2020
Q4 | $2.77M | Buy |
+21,770
| New | +$2.77M | 1.75% | 27 |
|