RIA
Realta Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
6,064
+91
| +2% | +$26.4K | 0.69% | 36 |
|
|
2025
Q1 | $1.47M | Buy |
5,973
+150
| +3% | +$36.8K | 0.67% | 40 |
|
|
2024
Q4 | $1.42M | Sell |
5,823
-1,105
| -16% | -$269K | 0.58% | 42 |
|
|
2024
Q3 | $1.53M | Sell |
6,928
-12,291
| -64% | -$2.72M | 0.71% | 33 |
|
|
2024
Q2 | $3.89M | Buy |
19,219
+573
| +3% | +$116K | 0.76% | 19 |
|
|
2024
Q1 | $3.73M | Buy |
18,646
+1,094
| +6% | +$219K | 0.77% | 18 |
|
|
2023
Q4 | $2.99M | Sell |
17,552
-1,322
| -7% | -$225K | 0.67% | 20 |
|
|
2023
Q3 | $2.74M | Sell |
18,874
-349
| -2% | -$50.8K | 0.63% | 22 |
|
|
2023
Q2 | $2.8M | Buy |
19,223
+789
| +4% | +$115K | 0.61% | 23 |
|
|
2023
Q1 | $2.4M | Sell |
18,434
-632
| -3% | -$82.4K | 0.58% | 29 |
|
|
2022
Q4 | $2.56M | Buy |
19,066
+282
| +2% | +$37.8K | 0.62% | 27 |
|
|
2022
Q3 | $1.96M | Buy |
18,784
+873
| +5% | +$91.2K | 0.51% | 36 |
|
|
2022
Q2 | $2.04M | Buy |
17,911
+120
| +0.7% | +$13.7K | 0.5% | 40 |
|
|
2022
Q1 | $2.43M | Buy |
17,791
+1,565
| +10% | +$213K | 0.48% | 36 |
|
|
2021
Q4 | $2.57M | Buy |
16,226
+571
| +4% | +$90.4K | 0.57% | 34 |
|
|
2021
Q3 | $2.56M | Sell |
15,655
-40
| -0.3% | -$6.55K | 0.6% | 30 |
|
|
2021
Q2 | $2.44M | Buy |
15,695
+784
| +5% | +$122K | 0.58% | 36 |
|
|
2021
Q1 | $2.27M | Buy |
14,911
+1,201
| +9% | +$183K | 0.6% | 36 |
|
|
2020
Q4 | $1.74M | Buy |
13,710
+463
| +3% | +$58.8K | 0.49% | 45 |
|
|
2020
Q3 | $1.28M | Sell |
13,247
-186
| -1% | -$17.9K | 0.43% | 49 |
|
|
2020
Q2 | $1.26M | Buy |
13,433
+1,688
| +14% | +$159K | 0.42% | 52 |
|
|
2020
Q1 | $1.06M | Sell |
11,745
-831
| -7% | -$74.8K | 0.45% | 48 |
|
|
2019
Q4 | $1.66M | Buy |
12,576
+235
| +2% | +$31K | 0.45% | 36 |
|
|
2019
Q3 | $1.46M | Sell |
12,341
-2,574
| -17% | -$304K | 0.4% | 43 |
|
|
2019
Q2 | $1.67M | Buy |
14,915
+2,775
| +23% | +$311K | 0.46% | 36 |
|
|
2019
Q1 | $1.23M | Buy |
+12,140
| New | +$1.23M | 0.56% | 26 |
|