RWP
Ridgecrest Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
7,861
+7
| +0.1% | +$2.03K | 1.2% | 19 |
|
|
2025
Q1 | $1.93M | Buy |
7,854
+497
| +7% | +$122K | 1.01% | 23 |
|
|
2024
Q4 | $1.76M | Sell |
7,357
-1,700
| -19% | -$408K | 0.96% | 22 |
|
|
2024
Q3 | $1.91M | Buy |
9,057
+30
| +0.3% | +$6.33K | 1% | 23 |
|
|
2024
Q2 | $1.83M | Buy |
9,027
+25
| +0.3% | +$5.06K | 1.1% | 21 |
|
|
2024
Q1 | $1.8M | Sell |
9,002
-355
| -4% | -$71.1K | 1.07% | 21 |
|
|
2023
Q4 | $1.59M | Sell |
9,357
-10
| -0.1% | -$1.7K | 1.05% | 21 |
|
|
2023
Q3 | $1.36M | Sell |
9,367
-15
| -0.2% | -$2.18K | 0.95% | 25 |
|
|
2023
Q2 | $1.36M | Sell |
9,382
-120
| -1% | -$17.5K | 0.9% | 24 |
|
|
2023
Q1 | $1.24M | Hold |
9,502
| – | – | 0.88% | 28 |
|
|
2022
Q4 | $1.27M | Buy |
9,502
+58
| +0.6% | +$7.78K | 0.97% | 26 |
|
|
2022
Q3 | $987K | Buy |
9,444
+110
| +1% | +$11.5K | 0.8% | 31 |
|
|
2022
Q2 | $1.05M | Buy |
9,334
+297
| +3% | +$33.4K | 0.76% | 33 |
|
|
2022
Q1 | $1.23M | Hold |
9,037
| – | – | 0.78% | 33 |
|
|
2021
Q4 | $1.43M | Hold |
9,037
| – | – | 0.7% | 34 |
|
|
2021
Q3 | $1.48M | Buy |
9,037
+1,443
| +19% | +$236K | 0.81% | 32 |
|
|
2021
Q2 | $1.18M | Sell |
7,594
-1,307
| -15% | -$203K | 0.74% | 36 |
|
|
2021
Q1 | $1.36M | Buy |
+8,901
| New | +$1.36M | 1.29% | 24 |
|