RLWM
RF&L Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Hold |
7,227
| – | – | 1.35% | 24 |
|
|
2025
Q1 | $1.77M | Sell |
7,227
-50
| -0.7% | -$12.3K | 1.27% | 23 |
|
|
2024
Q4 | $1.74M | Hold |
7,277
| – | – | 1.23% | 22 |
|
|
2024
Q3 | $1.53M | Sell |
7,277
-36
| -0.5% | -$7.59K | 1.09% | 26 |
|
|
2024
Q2 | $1.48M | Hold |
7,313
| – | – | 1.13% | 25 |
|
|
2024
Q1 | $1.46M | Sell |
7,313
-180
| -2% | -$36.1K | 1.13% | 23 |
|
|
2023
Q4 | $1.27M | Hold |
7,493
| – | – | 1.06% | 23 |
|
|
2023
Q3 | $1.09M | Hold |
7,493
| – | – | 1.01% | 24 |
|
|
2023
Q2 | $1.09M | Hold |
7,493
| – | – | 0.99% | 24 |
|
|
2023
Q1 | $976K | Hold |
7,493
| – | – | 0.95% | 27 |
|
|
2022
Q4 | $1M | Buy |
+7,493
| New | +$1M | 1.04% | 24 |
|