RWM
Revisor Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
7,096
+4,629
| +188% | +$1.34M | 0.74% | 27 |
|
|
2025
Q1 | $605K | Buy |
+2,467
| New | +$605K | 0.27% | 74 |
|
|
2024
Q4 | – | Sell |
-1,078
| Closed | -$227K | – | 150 |
|
|
2024
Q3 | $227K | Buy |
+1,078
| New | +$227K | 0.14% | 154 |
|
|
2024
Q1 | – | Sell |
-1,348
| Closed | -$229K | – | 195 |
|
|
2023
Q4 | $229K | Buy |
+1,348
| New | +$229K | 0.26% | 117 |
|