Richwood Investment Advisors’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 | $663K | Sell |
2,286
-50
| -2% | -$14.5K | 0.54% | 42 |
|
|
2025
Q1 | $573K | Buy |
2,336
+123
| +6% | +$30.2K | 0.49% | 50 |
|
|
2024
Q4 | $530K | Buy |
2,213
+130
| +6% | +$31.2K | 0.44% | 55 |
|
|
2024
Q3 | $439K | Sell |
2,083
-125
| -6% | -$26.4K | 0.36% | 70 |
|
|
2024
Q2 | $447K | Buy |
2,208
+40
| +2% | +$8.09K | 0.39% | 64 |
|
|
2024
Q1 | $434K | Sell |
2,168
-100
| -4% | -$20K | 0.39% | 66 |
|
|
2023
Q4 | $386K | Buy |
2,268
+205
| +10% | +$34.9K | 0.36% | 70 |
|
|
2023
Q3 | $299K | Sell |
2,063
-170
| -8% | -$24.7K | 0.31% | 79 |
|
|
2023
Q2 | $325K | Sell |
2,233
-622
| -22% | -$90.5K | 0.32% | 79 |
|
|
2023
Q1 | $372K | Hold |
2,855
| – | – | 0.37% | 76 |
|
|
2022
Q4 | $383K | Sell |
2,855
-138
| -5% | -$18.5K | 0.39% | 73 |
|
|
2022
Q3 | $313K | Hold |
2,993
| – | – | 0.34% | 80 |
|
|
2022
Q2 | $337K | Buy |
2,993
+245
| +9% | +$27.6K | 0.34% | 81 |
|
|
2022
Q1 | $375K | Buy |
2,748
+1,057
| +63% | +$144K | 0.33% | 82 |
|
|
2021
Q4 | $268K | Buy |
+1,691
| New | +$268K | 0.23% | 93 |
|