Rise 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 | $1.06M | Buy |
3,662
+211
| +6% | +$61.2K | 0.42% | 23 |
|
|
2025
Q1 | $847K | Buy |
3,451
+195
| +6% | +$47.8K | 0.37% | 23 |
|
|
2024
Q4 | $780K | Buy |
3,256
+73
| +2% | +$17.5K | 0.38% | 25 |
|
|
2024
Q3 | $671K | Buy |
3,183
+15
| +0.5% | +$3.16K | 0.32% | 27 |
|
|
2024
Q2 | $641K | Sell |
3,168
-25
| -0.8% | -$5.06K | 0.34% | 27 |
|
|
2024
Q1 | $640K | Buy |
3,193
+1,445
| +83% | +$289K | 0.34% | 27 |
|
|
2023
Q4 | $297K | Buy |
1,748
+474
| +37% | +$80.6K | 0.21% | 48 |
|
|
2023
Q3 | $185K | Sell |
1,274
-168
| -12% | -$24.4K | 0.15% | 69 |
|
|
2023
Q2 | $210K | Sell |
1,442
-157
| -10% | -$22.8K | 0.16% | 62 |
|
|
2023
Q1 | $208K | Sell |
1,599
-590
| -27% | -$76.9K | 0.16% | 63 |
|
|
2022
Q4 | $294K | Buy |
2,189
+47
| +2% | +$6.3K | 0.24% | 50 |
|
|
2022
Q3 | $224K | Buy |
2,142
+11
| +0.5% | +$1.15K | 0.19% | 58 |
|
|
2022
Q2 | $240K | Buy |
2,131
+190
| +10% | +$21.4K | 0.24% | 53 |
|
|
2022
Q1 | $265K | Buy |
1,941
+393
| +25% | +$53.7K | 0.24% | 54 |
|
|
2021
Q4 | $245K | Buy |
+1,548
| New | +$245K | 0.23% | 57 |
|