RWPA
Richard W. Paul & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
6,438
-348
| -5% | -$101K | 0.67% | 32 |
|
|
2025
Q1 | $1.66M | Sell |
6,786
-211
| -3% | -$51.8K | 0.65% | 32 |
|
|
2024
Q4 | $1.68M | Sell |
6,997
-374
| -5% | -$89.6K | 0.61% | 41 |
|
|
2024
Q3 | $1.55M | Hold |
7,371
| – | – | 0.56% | 41 |
|
|
2024
Q2 | $1.49M | Sell |
7,371
-415
| -5% | -$83.9K | 0.58% | 42 |
|
|
2024
Q1 | $1.56M | Sell |
7,786
-643
| -8% | -$129K | 0.62% | 39 |
|
|
2023
Q4 | $1.43M | Buy |
8,429
+1,576
| +23% | +$268K | 0.6% | 41 |
|
|
2023
Q3 | $994K | Buy |
6,853
+153
| +2% | +$22.2K | 0.45% | 60 |
|
|
2023
Q2 | $974K | Buy |
6,700
+318
| +5% | +$46.2K | 0.42% | 65 |
|
|
2023
Q1 | $832K | Sell |
6,382
-378
| -6% | -$49.3K | 0.38% | 73 |
|
|
2022
Q4 | $907K | Buy |
+6,760
| New | +$907K | 0.46% | 65 |
|