RWS
Resolute Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Sell |
13,256
-202
| -2% | -$58.6K | 2.06% | 16 |
|
|
2025
Q1 | $3.3M | Buy |
13,458
+476
| +4% | +$117K | 1.84% | 17 |
|
|
2024
Q4 | $3.11M | Sell |
12,982
-1,348
| -9% | -$323K | 1.6% | 19 |
|
|
2024
Q3 | $3.02M | Buy |
14,330
+72
| +0.5% | +$15.2K | 1.57% | 19 |
|
|
2024
Q2 | $2.88M | Buy |
14,258
+57
| +0.4% | +$11.5K | 1.66% | 19 |
|
|
2024
Q1 | $2.84M | Buy |
14,201
+96
| +0.7% | +$19.2K | 1.72% | 20 |
|
|
2023
Q4 | $2.4M | Sell |
14,105
-1,191
| -8% | -$203K | 1.63% | 18 |
|
|
2023
Q3 | $2.22M | Sell |
15,296
-137
| -0.9% | -$19.9K | 1.66% | 16 |
|
|
2023
Q2 | $2.24M | Buy |
15,433
+279
| +2% | +$40.6K | 1.74% | 15 |
|
|
2023
Q1 | $1.97M | Buy |
+15,154
| New | +$1.97M | 1.68% | 17 |
|