RIA Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Sell |
1,841
-77
| -4% | -$22.3K | 0.16% | 75 |
|
|
2025
Q1 | $471K | Buy |
1,918
+89
| +5% | +$21.8K | 0.15% | 83 |
|
|
2024
Q4 | $438K | Sell |
1,829
-80
| -4% | -$19.2K | 0.15% | 84 |
|
|
2024
Q3 | $402K | Buy |
+1,909
| New | +$402K | 0.14% | 79 |
|
|
2024
Q1 | $4.67M | Buy |
+23,329
| New | +$4.67M | 1.89% | 10 |
|
|
2023
Q4 | – | Sell |
-1,724
| Closed | -$250K | – | 146 |
|
|
2023
Q3 | $250K | Sell |
1,724
-48
| -3% | -$6.96K | 0.11% | 96 |
|
|
2023
Q2 | $256K | Sell |
1,772
-60
| -3% | -$8.67K | 0.11% | 93 |
|
|
2023
Q1 | $237K | Buy |
+1,832
| New | +$237K | 0.11% | 99 |
|