RWM
Ritholtz Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3M | Buy |
87,187
+8,256
| +10% | +$2.39M | 0.56% | 24 |
|
|
2025
Q1 | $19.4M | Buy |
78,931
+1,784
| +2% | +$438K | 0.58% | 27 |
|
|
2024
Q4 | $18.5M | Buy |
77,147
+4,000
| +5% | +$959K | 0.54% | 28 |
|
|
2024
Q3 | $15.4M | Buy |
73,147
+852
| +1% | +$180K | 0.46% | 33 |
|
|
2024
Q2 | $14.6M | Buy |
72,295
+374
| +0.5% | +$75.6K | 0.48% | 33 |
|
|
2024
Q1 | $14.4M | Buy |
71,921
+5,146
| +8% | +$1.03M | 0.5% | 30 |
|
|
2023
Q4 | $11.4M | Buy |
66,775
+6,387
| +11% | +$1.09M | 0.44% | 30 |
|
|
2023
Q3 | $8.76M | Buy |
60,388
+6,852
| +13% | +$994K | 0.39% | 36 |
|
|
2023
Q2 | $7.79M | Buy |
53,536
+7,504
| +16% | +$1.09M | 0.35% | 40 |
|
|
2023
Q1 | $6M | Buy |
46,032
+3,641
| +9% | +$474K | 0.3% | 46 |
|
|
2022
Q4 | $5.68M | Sell |
42,391
-19,709
| -32% | -$2.64M | 0.32% | 51 |
|
|
2022
Q3 | $6.49M | Buy |
62,100
+21,262
| +52% | +$2.22M | 0.34% | 31 |
|
|
2022
Q2 | $4.6M | Buy |
40,838
+8,712
| +27% | +$981K | 0.29% | 38 |
|
|
2022
Q1 | $4.38M | Sell |
32,126
-1,648
| -5% | -$225K | 0.3% | 38 |
|
|
2021
Q4 | $5.35M | Buy |
33,774
+3,526
| +12% | +$558K | 0.33% | 31 |
|
|
2021
Q3 | $4.95M | Buy |
30,248
+1,335
| +5% | +$219K | 0.34% | 29 |
|
|
2021
Q2 | $4.5M | Buy |
28,913
+3,980
| +16% | +$619K | 0.32% | 28 |
|
|
2021
Q1 | $3.8M | Buy |
24,933
+4,048
| +19% | +$616K | 0.32% | 31 |
|
|
2020
Q4 | $2.65M | Buy |
20,885
+4,683
| +29% | +$595K | 0.25% | 41 |
|
|
2020
Q3 | $1.56M | Buy |
16,202
+770
| +5% | +$74.1K | 0.18% | 58 |
|
|
2020
Q2 | $1.45M | Buy |
15,432
+5,755
| +59% | +$541K | 0.19% | 47 |
|
|
2020
Q1 | $871K | Sell |
9,677
-1,198
| -11% | -$108K | 0.14% | 54 |
|
|
2019
Q4 | $1.52M | Buy |
10,875
+891
| +9% | +$124K | 0.22% | 37 |
|
|
2019
Q3 | $1.18M | Buy |
9,984
+1,979
| +25% | +$233K | 0.19% | 40 |
|
|
2019
Q2 | $895K | Buy |
8,005
+99
| +1% | +$11.1K | 0.15% | 48 |
|
|
2019
Q1 | $800K | Sell |
7,906
-1,407
| -15% | -$142K | 0.15% | 51 |
|
|
2018
Q4 | $909K | Sell |
9,313
-1,456
| -14% | -$142K | 0.21% | 42 |
|
|
2018
Q3 | $1.22M | Buy |
10,769
+393
| +4% | +$44.3K | 0.31% | 27 |
|
|
2018
Q2 | $1.08M | Buy |
10,376
+546
| +6% | +$56.9K | 0.29% | 31 |
|
|
2018
Q1 | $1.08M | Sell |
9,830
-55
| -0.6% | -$6.05K | 0.31% | 28 |
|
|
2017
Q4 | $1.06M | Buy |
9,885
+1,783
| +22% | +$191K | 0.31% | 41 |
|
|
2017
Q3 | $774K | Buy |
8,102
+1,150
| +17% | +$110K | 0.29% | 27 |
|
|
2017
Q2 | $635K | Buy |
+6,952
| New | +$635K | 0.27% | 36 |
|
|
2016
Q4 | $631K | Buy |
+7,309
| New | +$631K | 0.32% | 37 |
|