BRWA
B. Riley Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
+73,561
| New | +$21.3M | 1% | 13 |
|
|
2024
Q4 | $25.7M | Sell |
107,394
-12,585
| -10% | -$3.02M | 0.84% | 15 |
|
|
2024
Q3 | $25.1M | Sell |
119,979
-21,425
| -15% | -$4.47M | 0.7% | 18 |
|
|
2024
Q2 | $28.6M | Sell |
141,404
-21,563
| -13% | -$4.36M | 0.73% | 19 |
|
|
2024
Q1 | $23.6M | Buy |
162,967
+14,523
| +10% | +$2.11M | 0.64% | 26 |
|
|
2023
Q4 | $25.3M | Sell |
148,444
-14,523
| -9% | -$2.47M | 0.68% | 21 |
|
|
2023
Q3 | $23.6M | Buy |
162,967
+3,837
| +2% | +$556K | 0.64% | 26 |
|
|
2023
Q2 | $23.1M | Sell |
159,130
-7,294
| -4% | -$1.06M | 0.52% | 36 |
|
|
2023
Q1 | $21.7M | Buy |
166,424
+8,616
| +5% | +$1.12M | 0.58% | 30 |
|
|
2022
Q4 | $21.2M | Buy |
157,808
+14,020
| +10% | +$1.88M | 0.59% | 29 |
|
|
2022
Q3 | $15M | Buy |
143,788
+36,218
| +34% | +$3.79M | 0.45% | 43 |
|
|
2022
Q2 | $12.1M | Sell |
107,570
-9,385
| -8% | -$1.06M | 0.51% | 35 |
|
|
2022
Q1 | $15.9M | Buy |
116,955
+10,090
| +9% | +$1.38M | 0.52% | 31 |
|
|
2021
Q4 | $16.9M | Sell |
106,865
-2,522
| -2% | -$399K | 0.49% | 30 |
|
|
2021
Q3 | $17.9M | Buy |
109,387
+10,725
| +11% | +$1.75M | 0.57% | 27 |
|
|
2021
Q2 | $15.3M | Sell |
98,662
-2,830
| -3% | -$440K | 0.5% | 31 |
|
|
2021
Q1 | $15.4M | Buy |
101,492
+36,396
| +56% | +$5.51M | 0.54% | 31 |
|
|
2020
Q4 | $8.27M | Sell |
65,096
-18,652
| -22% | -$2.37M | 0.44% | 48 |
|
|
2020
Q3 | $8.02M | Buy |
83,748
+11,699
| +16% | +$1.12M | 0.43% | 56 |
|
|
2020
Q2 | $6.78M | Buy |
72,049
+3,670
| +5% | +$345K | 0.45% | 49 |
|
|
2020
Q1 | $6.16M | Sell |
68,379
-3,360
| -5% | -$303K | 0.53% | 41 |
|
|
2019
Q4 | $10M | Buy |
71,739
+6,119
| +9% | +$853K | 0.85% | 17 |
|
|
2019
Q3 | $7.73M | Sell |
65,620
-101
| -0.2% | -$11.9K | 0.76% | 19 |
|
|
2019
Q2 | $7.34M | Buy |
65,721
+2,413
| +4% | +$270K | 0.8% | 17 |
|
|
2019
Q1 | $6.41M | Buy |
63,308
+5,049
| +9% | +$511K | 0.8% | 20 |
|
|
2018
Q4 | $5.69M | Buy |
58,259
+2,369
| +4% | +$231K | 0.81% | 20 |
|
|
2018
Q3 | $6.31M | Buy |
55,890
+411
| +0.7% | +$46.4K | 0.75% | 21 |
|
|
2018
Q2 | $5.78M | Buy |
55,479
+450
| +0.8% | +$46.9K | 0.76% | 19 |
|
|
2018
Q1 | $6.06M | Sell |
55,029
-7,460
| -12% | -$821K | 0.85% | 17 |
|
|
2017
Q4 | $6.69M | Buy |
62,489
+3,436
| +6% | +$368K | 0.9% | 18 |
|
|
2017
Q3 | $5.64M | Buy |
59,053
+4,741
| +9% | +$453K | 0.94% | 19 |
|
|
2017
Q2 | $4.97M | Buy |
54,312
+6,675
| +14% | +$610K | 0.9% | 18 |
|
|
2017
Q1 | $4.19M | Sell |
47,637
-401
| -0.8% | -$35.2K | 0.83% | 17 |
|
|
2016
Q4 | $4.15M | Sell |
48,038
-23
| -0% | -$1.99K | 0.84% | 19 |
|
|
2016
Q3 | $2.53M | Sell |
48,061
-485
| -1% | -$25.5K | 0.5% | 41 |
|
|
2016
Q2 | $2.42M | Sell |
48,546
-509
| -1% | -$25.3K | 0.48% | 45 |
|
|
2016
Q1 | $2.36M | Buy |
49,055
+4,046
| +9% | +$194K | 0.55% | 44 |
|
|
2015
Q4 | $2.97M | Buy |
45,009
+694
| +2% | +$45.9K | 0.6% | 34 |
|
|
2015
Q3 | $2.7M | Buy |
44,315
+8,359
| +23% | +$510K | 0.65% | 26 |
|
|
2015
Q2 | $2.44M | Buy |
35,956
+228
| +0.6% | +$15.5K | 0.61% | 31 |
|
|
2015
Q1 | $2.16M | Sell |
35,728
-27,444
| -43% | -$1.66M | 0.53% | 37 |
|
|
2014
Q4 | $23.2K | Buy |
63,172
+33,592
| +114% | +$12.3K | 0.5% | 23 |
|
|
2014
Q3 | $1.78M | Sell |
29,580
-30,340
| -51% | -$1.83M | 0.46% | 37 |
|
|
2014
Q2 | $1.8M | Buy |
59,920
+28,379
| +90% | +$851K | 0.42% | 41 |
|
|
2014
Q1 | $1.92M | Buy |
31,541
+2,373
| +8% | +$144K | 0.58% | 29 |
|
|
2013
Q4 | $1.71M | Sell |
29,168
-3,059
| -9% | -$179K | 0.54% | 31 |
|
|
2013
Q3 | $1.67M | Buy |
32,227
+5,192
| +19% | +$268K | 0.57% | 28 |
|
|
2013
Q2 | $1.43M | Buy |
+27,035
| New | +$1.43M | 0.48% | 40 |
|