RWM
RBA Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Sell |
3,272
-33
| -1% | -$9.57K | 0.35% | 60 |
|
|
2025
Q1 | $811K | Sell |
3,305
-140
| -4% | -$34.3K | 0.32% | 59 |
|
|
2024
Q4 | $826K | Sell |
3,445
-141
| -4% | -$33.8K | 0.31% | 58 |
|
|
2024
Q3 | $756K | Sell |
3,586
-28
| -0.8% | -$5.9K | 0.29% | 58 |
|
|
2024
Q2 | $731K | Sell |
3,614
-47
| -1% | -$9.51K | 0.29% | 58 |
|
|
2024
Q1 | $733K | Sell |
3,661
-9
| -0.2% | -$1.8K | 0.3% | 58 |
|
|
2023
Q4 | $624K | Sell |
3,670
-73
| -2% | -$12.4K | 0.27% | 59 |
|
|
2023
Q3 | $543K | Sell |
3,743
-13
| -0.3% | -$1.89K | 0.26% | 60 |
|
|
2023
Q2 | $546K | Sell |
3,756
-30,084
| -89% | -$4.38M | 0.25% | 59 |
|
|
2023
Q1 | $4.41M | Buy |
33,840
+910
| +3% | +$119K | 2.2% | 16 |
|
|
2022
Q4 | $4.42M | Buy |
32,930
+1,098
| +3% | +$147K | 2.32% | 12 |
|
|
2022
Q3 | $3.33M | Buy |
31,832
+846
| +3% | +$88.4K | 1.92% | 23 |
|
|
2022
Q2 | $3.49M | Buy |
30,986
+1,757
| +6% | +$198K | 1.93% | 21 |
|
|
2022
Q1 | $3.98M | Buy |
29,229
+564
| +2% | +$76.9K | 1.91% | 21 |
|
|
2021
Q4 | $4.54M | Buy |
+28,665
| New | +$4.54M | 2.14% | 9 |
|
|
2021
Q2 | – | Sell |
-28,008
| Closed | -$4.26M | – | 163 |
|
|
2021
Q1 | $4.26M | Buy |
28,008
+316
| +1% | +$48.1K | 3.62% | 5 |
|
|
2020
Q4 | $3.52M | Buy |
27,692
+97
| +0.4% | +$12.3K | 2.12% | 10 |
|
|
2020
Q3 | $2.66M | Buy |
27,595
+554
| +2% | +$53.3K | 1.8% | 16 |
|
|
2020
Q2 | $2.54M | Sell |
27,041
-146
| -0.5% | -$13.7K | 1.85% | 17 |
|
|
2020
Q1 | $2.45M | Buy |
27,187
+378
| +1% | +$34K | 2.12% | 14 |
|
|
2019
Q4 | $3.72M | Buy |
26,809
+348
| +1% | +$48.3K | 2.54% | 5 |
|
|
2019
Q3 | $3.11M | Sell |
26,461
-1,222
| -4% | -$144K | 2.38% | 7 |
|
|
2019
Q2 | $3.1M | Sell |
27,683
-50
| -0.2% | -$5.59K | 2.39% | 8 |
|
|
2019
Q1 | $2.92M | Buy |
+27,733
| New | +$2.92M | 2.28% | 11 |
|