RDWM
Red Door Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Buy |
80,459
+8,234
| +11% | +$2.39M | 2.78% | 7 |
|
|
2025
Q1 | $17.7M | Buy |
72,225
+2,555
| +4% | +$627K | 2.62% | 7 |
|
|
2024
Q4 | $16.7M | Buy |
69,670
+4,776
| +7% | +$1.14M | 2.56% | 8 |
|
|
2024
Q3 | $13.7M | Buy |
64,894
+2,823
| +5% | +$595K | 2.28% | 8 |
|
|
2024
Q2 | $12.6M | Buy |
62,071
+2,866
| +5% | +$580K | 2.21% | 9 |
|
|
2024
Q1 | $11.9M | Buy |
59,205
+810
| +1% | +$162K | 2.29% | 9 |
|
|
2023
Q4 | $9.93M | Buy |
58,395
+1,886
| +3% | +$321K | 2.16% | 10 |
|
|
2023
Q3 | $8.19M | Sell |
56,509
-5,863
| -9% | -$850K | 2.05% | 11 |
|
|
2023
Q2 | $9.07M | Buy |
62,372
+9,561
| +18% | +$1.39M | 2.01% | 10 |
|
|
2023
Q1 | $6.88M | Buy |
52,811
+541
| +1% | +$70.5K | 2.16% | 10 |
|
|
2022
Q4 | $7.01M | Buy |
52,270
+3,197
| +7% | +$429K | 2.3% | 7 |
|
|
2022
Q3 | $5.13M | Buy |
49,073
+1,890
| +4% | +$198K | 1.94% | 11 |
|
|
2022
Q2 | $5.31M | Buy |
47,183
+1,685
| +4% | +$190K | 1.97% | 13 |
|
|
2022
Q1 | $6.2M | Buy |
45,498
+4,628
| +11% | +$631K | 2.08% | 8 |
|
|
2021
Q4 | $6.47M | Buy |
40,870
+1,760
| +5% | +$279K | 2.12% | 7 |
|
|
2021
Q3 | $6.4M | Buy |
39,110
+3,247
| +9% | +$532K | 2.45% | 7 |
|
|
2021
Q2 | $5.58M | Buy |
35,863
+2,952
| +9% | +$459K | 2.17% | 8 |
|
|
2021
Q1 | $5.01M | Buy |
32,911
+1,883
| +6% | +$287K | 2.56% | 7 |
|
|
2020
Q4 | $3.94M | Buy |
31,028
+782
| +3% | +$99.4K | 2.32% | 9 |
|
|
2020
Q3 | $2.92M | Buy |
30,246
+335
| +1% | +$32.3K | 2.15% | 11 |
|
|
2020
Q2 | $2.81M | Buy |
29,911
+1,462
| +5% | +$137K | 2.06% | 8 |
|
|
2020
Q1 | $2.56M | Buy |
28,449
+3,172
| +13% | +$286K | 2.43% | 7 |
|
|
2019
Q4 | $3.51M | Buy |
+25,277
| New | +$3.51M | 3.12% | 4 |
|