Revolve Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.47M | Buy |
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|
2025
Q2 | $4.07M | Buy |
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|
2025
Q1 | $3.41M | Buy |
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|
2024
Q4 | $2.88M | Sell |
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|
2024
Q3 | $2.63M | Buy |
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|
2024
Q2 | $2.14M | Sell |
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|
2024
Q1 | $2.27M | Buy |
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $988K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.27M | Buy |
|