Richwood Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $753K | Buy |
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|
2025
Q2 | $663K | Sell |
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|
2025
Q1 | $573K | Buy |
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|
2024
Q4 | $530K | Buy |
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $447K | Buy |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $299K | Sell |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $372K | Hold |
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|
2022
Q4 | $383K | Sell |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $375K | Buy |
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|
2021
Q4 | $268K | Buy |
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