BRWM
B. Riley Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $275K | Sell |
44,328
-159,530
| -78% | -$991K | 0.32% | 28 |
|
|
2022
Q1 | $3.57M | Sell |
203,858
-643,258
| -76% | -$11.3M | 0.28% | 89 |
|
|
2021
Q4 | $6.86M | Buy |
847,116
+638,881
| +307% | +$5.17M | 0.47% | 51 |
|
|
2021
Q3 | $4.98M | Buy |
208,235
+5,431
| +3% | +$130K | 0.38% | 64 |
|
|
2021
Q2 | $3.9M | Buy |
202,804
+14,836
| +8% | +$285K | 0.43% | 60 |
|
|
2021
Q1 | $4.43M | Buy |
187,968
+159,321
| +556% | +$3.76M | 0.52% | 50 |
|
|
2020
Q4 | $3.64M | Sell |
28,647
-10,374
| -27% | -$1.32M | 0.47% | 54 |
|
|
2020
Q3 | $3.76M | Buy |
39,021
+19,091
| +96% | +$1.84M | 0.44% | 60 |
|
|
2020
Q2 | $1.88M | Sell |
19,930
-21,858
| -52% | -$2.06M | 0.21% | 106 |
|
|
2020
Q1 | $3.76M | Buy |
41,788
+16,821
| +67% | +$1.51M | 0.4% | 69 |
|
|
2019
Q4 | $3.48M | Buy |
24,967
+4,945
| +25% | +$689K | 0.52% | 48 |
|
|
2019
Q3 | $2.36M | Buy |
20,022
+3,925
| +24% | +$462K | 0.41% | 61 |
|
|
2019
Q2 | $1.8K | Sell |
16,097
-314
| -2% | -$35 | 0.28% | 73 |
|
|
2019
Q1 | $1.62M | Buy |
16,411
+372
| +2% | +$36.8K | 0.28% | 83 |
|
|
2018
Q4 | $1.57M | Buy |
16,039
+3,191
| +25% | +$312K | 0.33% | 67 |
|
|
2018
Q3 | $1.45M | Buy |
+12,848
| New | +$1.45M | 0.36% | 65 |
|
|
2015
Q3 | – | Sell |
-3,037
| Closed | -$205K | – | 481 |
|
|
2015
Q2 | $205K | Sell |
3,037
-999
| -25% | -$67.4K | 0.16% | 183 |
|
|
2015
Q1 | $244K | Buy |
4,036
+1,001
| +33% | +$60.5K | 0.18% | 162 |
|
|
2014
Q4 | $189K | Buy |
3,035
+1,501
| +98% | +$93.5K | 0.15% | 165 |
|
|
2014
Q3 | $92K | Sell |
1,534
-18,922
| -93% | -$1.13M | 0.07% | 310 |
|
|
2014
Q2 | $1.18M | Sell |
20,456
-999
| -5% | -$57.5K | 0.76% | 19 |
|
|
2014
Q1 | $1.3M | Buy |
+21,455
| New | +$1.3M | 0.96% | 10 |
|