Ownership history in RDA Financial Network · 28 quarters on record
This page tracks every 13F SEC filing in which RDA Financial Network reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 29,407 | -518 | -1.7% | 2.28% | $9.5M | $320.77 |
| 2025 Q3 | REDUCED | 29,925 | -1,390 | -4.4% | 2.33% | $9.4M | $312.49 |
| 2025 Q2 | ADDED | 31,315 | +794 | +2.6% | 2.45% | $9.1M | $285.83 |
| 2025 Q1 | REDUCED | 30,521 | -176 | -0.6% | 2.23% | $7.5M | $240.37 |
| 2024 Q4 | ADDED | 30,697 | +610 | +2.0% | 2.15% | $7.4M | $233.69 |
| 2024 Q3 | REDUCED | 30,087 | -603 | -2.0% | 1.97% | $6.3M | $204.31 |
| 2024 Q2 | REDUCED | 30,690 | -13 | -0.0% | 2.03% | $6.2M | $194.90 |
| 2024 Q1 | ADDED | 30,703 | +198 | +0.6% | 2.11% | $6.1M | $191.89 |
| 2023 Q4 | ADDED | 30,505 | +400 | +1.3% | 1.97% | $5.2M | $161.96 |
| 2023 Q3 | ADDED | 30,105 | +266 | +0.9% | 1.89% | $4.4M | $137.07 |
As of 2025 Q4 — sorted by position size