WD Rutherford’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.9M | Sell |
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|
2025
Q2 | $6.42M | Sell |
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|
2025
Q1 | $5.33M | Buy |
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|
2024
Q4 | $5.46M | Sell |
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|
2024
Q3 | $4.93M | Sell |
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|
2024
Q2 | $4.73M | Sell |
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|
2024
Q1 | $4.74M | Sell |
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|
2023
Q4 | $4.28M | Sell |
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|
2023
Q3 | $3.7M | Buy |
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|
2023
Q2 | $3.35M | Buy |
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|
2023
Q1 | $2.99M | Buy |
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|
2022
Q4 | $3.04M | Sell |
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|
2022
Q3 | $2.45M | Sell |
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|
2022
Q2 | $2.68M | Sell |
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|
2022
Q1 | $3.26M | Sell |
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|
2021
Q4 | $3.81M | Sell |
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|
2021
Q3 | $3.98M | Buy |
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|
2021
Q2 | $3.6M | Buy |
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|
2021
Q1 | $3.5M | Buy |
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|
2020
Q4 | $2.77M | Buy |
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