RWP
Revolve Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Buy |
14,042
+145
| +1% | +$42K | 0.53% | 35 |
|
|
2025
Q1 | $3.41M | Buy |
13,897
+1,900
| +16% | +$466K | 0.49% | 36 |
|
|
2024
Q4 | $2.88M | Sell |
11,997
-484
| -4% | -$116K | 0.42% | 38 |
|
|
2024
Q3 | $2.63M | Buy |
12,481
+1,912
| +18% | +$403K | 0.4% | 35 |
|
|
2024
Q2 | $2.14M | Sell |
10,569
-785
| -7% | -$159K | 0.35% | 44 |
|
|
2024
Q1 | $2.27M | Buy |
11,354
+208
| +2% | +$41.7K | 0.39% | 42 |
|
|
2023
Q4 | $1.9M | Buy |
11,146
+95
| +0.9% | +$16.2K | 0.37% | 50 |
|
|
2023
Q3 | $1.6M | Buy |
11,051
+1,707
| +18% | +$248K | 0.37% | 52 |
|
|
2023
Q2 | $1.36M | Buy |
9,344
+207
| +2% | +$30.1K | 0.32% | 53 |
|
|
2023
Q1 | $1.19M | Sell |
9,137
-39
| -0.4% | -$5.08K | 0.3% | 54 |
|
|
2022
Q4 | $1.23M | Sell |
9,176
-1,363
| -13% | -$183K | 0.35% | 50 |
|
|
2022
Q3 | $1.1M | Buy |
10,539
+1,769
| +20% | +$185K | 0.37% | 48 |
|
|
2022
Q2 | $988K | Sell |
8,770
-174
| -2% | -$19.6K | 0.32% | 51 |
|
|
2022
Q1 | $1.22M | Buy |
8,944
+889
| +11% | +$121K | 0.35% | 48 |
|
|
2021
Q4 | $1.28M | Buy |
+8,055
| New | +$1.28M | 0.37% | 47 |
|