RWP
JPM icon

Revolve Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Revolve Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.45M Buy
13,585
+796
+6% +$247K 0.46% 40
2026
Q1 		$3.76M Sell
12,789
-1,334
-9% -$405K 0.49% 34
2025
Q4 		$4.55M Sell
14,123
-42
-0.3% -$13K 0.53% 35
2025
Q3 		$4.47M Buy
14,165
+123
+0.9% +$36.6K 0.54% 33
2025
Q2 		$4.07M Buy
14,042
+145
+1% +$37K 0.53% 35
2025
Q1 		$3.41M Buy
13,897
+1,900
+16% +$484K 0.49% 36
2024
Q4 		$2.88M Sell
11,997
-484
-4% -$113K 0.42% 39
2024
Q3 		$2.63M Buy
12,481
+1,912
+18% +$403K 0.4% 35
2024
Q2 		$2.14M Sell
10,569
-785
-7% -$153K 0.35% 44
2024
Q1 		$2.27M Buy
11,354
+208
+2% +$37.5K 0.39% 42
2023
Q4 		$1.9M Buy
11,146
+95
+0.9% +$14.4K 0.37% 50
2023
Q3 		$1.6M Buy
11,051
+1,707
+18% +$256K 0.37% 53
2023
Q2 		$1.36M Buy
9,344
+207
+2% +$28.5K 0.32% 53
2023
Q1 		$1.19M Sell
9,137
-39
-0.4% -$5.34K 0.3% 54
2022
Q4 		$1.23M Sell
9,176
-1,363
-13% -$173K 0.35% 50
2022
Q3 		$1.1M Buy
10,539
+1,769
+20% +$203K 0.37% 48
2022
Q2 		$988K Sell
8,770
-174
-2% -$21.6K 0.32% 51
2022
Q1 		$1.22M Buy
8,944
+889
+11% +$131K 0.35% 48
2021
Q4 		$1.27M Buy
+8,055
New +$1.32M 0.37% 47

Other funds holding JPM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return