B. Riley Wealth Advisors’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
Q2 | $21.3M | Buy |
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|
2024
Q4 | $25.7M | Sell |
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|
2024
Q3 | $25.1M | Sell |
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|
2024
Q2 | $28.6M | Sell |
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|
2024
Q1 | $23.6M | Buy |
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|
2023
Q4 | $25.3M | Sell |
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|
2023
Q3 | $23.6M | Buy |
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|
2023
Q2 | $23.1M | Sell |
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|
2023
Q1 | $21.7M | Buy |
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|
2022
Q4 | $21.2M | Buy |
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|
2022
Q3 | $15M | Buy |
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|
2022
Q2 | $12.1M | Sell |
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|
2022
Q1 | $15.9M | Buy |
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|
2021
Q4 | $16.9M | Sell |
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|
2021
Q3 | $17.9M | Buy |
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|
2021
Q2 | $15.3M | Sell |
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|
2021
Q1 | $15.4M | Buy |
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|
2020
Q4 | $8.27M | Sell |
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|
2020
Q3 | $8.02M | Buy |
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|
2020
Q2 | $6.78M | Buy |
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|
2020
Q1 | $6.16M | Sell |
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|
2019
Q4 | $10M | Buy |
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|
2019
Q3 | $7.72M | Sell |
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|
2019
Q2 | $7.34M | Buy |
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|
2019
Q1 | $6.41M | Buy |
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|
2018
Q4 | $5.69M | Buy |
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|
2018
Q3 | $6.31M | Buy |
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|
2018
Q2 | $5.78M | Buy |
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|
2018
Q1 | $6.05M | Sell |
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|
2017
Q4 | $6.68M | Buy |
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|
2017
Q3 | $5.64M | Buy |
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|
2017
Q2 | $4.97M | Buy |
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|
2017
Q1 | $4.19M | Sell |
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|
2016
Q4 | $4.15M | Sell |
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|
2016
Q3 | $2.52M | Sell |
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|
2016
Q2 | $2.42M | Sell |
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|
2016
Q1 | $2.36M | Buy |
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|
2015
Q4 | $2.97M | Buy |
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|
2015
Q3 | $2.7M | Buy |
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|
2015
Q2 | $2.44M | Buy |
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|
2015
Q1 | $2.16M | Sell |
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|
2014
Q4 | $23.2K | Buy |
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|
2014
Q3 | $1.78M | Sell |
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|
2014
Q2 | $1.8M | Buy |
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|
2014
Q1 | $1.92M | Buy |
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|
2013
Q4 | $1.71M | Sell |
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|
2013
Q3 | $1.67M | Buy |
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|
2013
Q2 | $1.43M | Buy |
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