RWM
Reston Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
2,423
+136
| +6% | +$39.4K | 0.25% | 24 |
|
|
2025
Q1 | $561K | Sell |
2,287
-146
| -6% | -$35.8K | 0.23% | 25 |
|
|
2024
Q4 | $583K | Sell |
2,433
-1,390
| -36% | -$333K | 0.22% | 28 |
|
|
2024
Q3 | $806K | Buy |
3,823
+127
| +3% | +$26.8K | 0.29% | 23 |
|
|
2024
Q2 | $747K | Sell |
3,696
-985
| -21% | -$199K | 0.3% | 26 |
|
|
2024
Q1 | $938K | Sell |
4,681
-528
| -10% | -$106K | 0.38% | 20 |
|
|
2023
Q4 | $886K | Buy |
5,209
+220
| +4% | +$37.4K | 0.41% | 21 |
|
|
2023
Q3 | $723K | Buy |
4,989
+82
| +2% | +$11.9K | 0.37% | 22 |
|
|
2023
Q2 | $714K | Buy |
4,907
+112
| +2% | +$16.3K | 0.34% | 22 |
|
|
2023
Q1 | $625K | Sell |
4,795
-51
| -1% | -$6.65K | 0.33% | 22 |
|
|
2022
Q4 | $650K | Buy |
4,846
+21
| +0.4% | +$2.82K | 0.36% | 22 |
|
|
2022
Q3 | $504K | Sell |
4,825
-233
| -5% | -$24.3K | 0.3% | 28 |
|
|
2022
Q2 | $570K | Buy |
5,058
+33
| +0.7% | +$3.72K | 0.32% | 29 |
|
|
2022
Q1 | $685K | Sell |
5,025
-121
| -2% | -$16.5K | 0.35% | 26 |
|
|
2021
Q4 | $815K | Buy |
5,146
+52
| +1% | +$8.24K | 0.4% | 24 |
|
|
2021
Q3 | $834K | Buy |
5,094
+38
| +0.8% | +$6.22K | 0.43% | 22 |
|
|
2021
Q2 | $786K | Buy |
5,056
+43
| +0.9% | +$6.69K | 0.39% | 25 |
|
|
2021
Q1 | $763K | Buy |
5,013
+210
| +4% | +$32K | 0.4% | 24 |
|
|
2020
Q4 | $610K | Buy |
4,803
+2,160
| +82% | +$274K | 0.35% | 24 |
|
|
2020
Q3 | $254K | Buy |
2,643
+38
| +1% | +$3.65K | 0.16% | 36 |
|
|
2020
Q2 | $245K | Buy |
2,605
+71
| +3% | +$6.68K | 0.17% | 36 |
|
|
2020
Q1 | $228K | Sell |
2,534
-201
| -7% | -$18.1K | 0.18% | 38 |
|
|
2019
Q4 | $381K | Buy |
2,735
+11
| +0.4% | +$1.53K | 0.3% | 29 |
|
|
2019
Q3 | $321K | Buy |
2,724
+603
| +28% | +$71.1K | 0.29% | 33 |
|
|
2019
Q2 | $237K | Hold |
2,121
| – | – | 0.19% | 44 |
|
|
2019
Q1 | $244K | Buy |
+2,121
| New | +$244K | 0.2% | 45 |
|