RWA
Redmont Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $16.9K | Buy |
+69
| New | +$16.9K | 0.03% | 99 |
|
|
2024
Q4 | – | Sell |
-228
| Closed | -$48.1K | – | 182 |
|
|
2024
Q3 | $48.1K | Hold |
228
| – | – | 0.07% | 91 |
|
|
2024
Q2 | $46.1K | Sell |
228
-100
| -30% | -$20.2K | 0.07% | 91 |
|
|
2024
Q1 | $65.7K | Sell |
328
-848
| -72% | -$170K | 0.09% | 84 |
|
|
2023
Q4 | $200K | Buy |
+1,176
| New | +$200K | 0.29% | 67 |
|
|
2023
Q3 | – | Sell |
-1,516
| Closed | -$220K | – | 65 |
|
|
2023
Q2 | $220K | Buy |
+1,516
| New | +$220K | 0.38% | 63 |
|
|
2023
Q1 | – | Sell |
-2,169
| Closed | -$291K | – | 93 |
|
|
2022
Q4 | $291K | Buy |
2,169
+128
| +6% | +$17.2K | 0.34% | 78 |
|
|
2022
Q3 | $213K | Sell |
2,041
-940
| -32% | -$98.1K | 0.28% | 89 |
|
|
2022
Q2 | $336K | Sell |
2,981
-669
| -18% | -$75.4K | 0.41% | 59 |
|
|
2022
Q1 | $498K | Buy |
3,650
+620
| +20% | +$84.6K | 0.53% | 47 |
|
|
2021
Q4 | $480K | Buy |
+3,030
| New | +$480K | 0.51% | 44 |
|