RPWA
Regent Peak Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.6M | Buy |
6,543
+26
| +0.4% | +$6.38K | 0.38% | 36 |
|
|
2024
Q4 | $1.56M | Buy |
6,517
+148
| +2% | +$35.5K | 0.35% | 37 |
|
|
2024
Q3 | $1.34M | Buy |
6,369
+79
| +1% | +$16.7K | 0.31% | 57 |
|
|
2024
Q2 | $1.27M | Buy |
6,290
+22
| +0.4% | +$4.45K | 0.29% | 60 |
|
|
2024
Q1 | $1.26M | Sell |
6,268
-92
| -1% | -$18.4K | 0.32% | 55 |
|
|
2023
Q4 | $1.08M | Buy |
6,360
+86
| +1% | +$14.6K | 0.29% | 57 |
|
|
2023
Q3 | $910K | Buy |
6,274
+265
| +4% | +$38.4K | 0.28% | 59 |
|
|
2023
Q2 | $874K | Buy |
6,009
+30
| +0.5% | +$4.36K | 0.25% | 58 |
|
|
2023
Q1 | $779K | Sell |
5,979
-656
| -10% | -$85.5K | 0.24% | 63 |
|
|
2022
Q4 | $890K | Buy |
6,635
+525
| +9% | +$70.4K | 0.29% | 60 |
|
|
2022
Q3 | $638K | Buy |
6,110
+218
| +4% | +$22.8K | 0.22% | 73 |
|
|
2022
Q2 | $663K | Buy |
5,892
+144
| +3% | +$16.2K | 0.22% | 66 |
|
|
2022
Q1 | $784K | Sell |
5,748
-602
| -9% | -$82.1K | 0.22% | 59 |
|
|
2021
Q4 | $1.01M | Buy |
6,350
+140
| +2% | +$22.2K | 0.27% | 57 |
|
|
2021
Q3 | $1.02M | Buy |
6,210
+55
| +0.9% | +$9.01K | 0.29% | 58 |
|
|
2021
Q2 | $934K | Buy |
6,155
+496
| +9% | +$75.3K | 0.26% | 60 |
|
|
2021
Q1 | $861K | Sell |
5,659
-10,128
| -64% | -$1.54M | 0.28% | 63 |
|
|
2020
Q4 | $2.01M | Buy |
15,787
+11,472
| +266% | +$1.46M | 0.67% | 28 |
|
|
2020
Q3 | $415K | Sell |
4,315
-391
| -8% | -$37.6K | 0.18% | 81 |
|
|
2020
Q2 | $443K | Sell |
4,706
-296
| -6% | -$27.9K | 0.2% | 71 |
|
|
2020
Q1 | $450K | Sell |
5,002
-1,243
| -20% | -$112K | 0.25% | 65 |
|
|
2019
Q4 | $870K | Buy |
+6,245
| New | +$870K | 0.4% | 52 |
|