River Street 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 | $6.23M | Buy |
21,505
+258
| +1% | +$74.8K | 2.69% | 7 |
|
|
2025
Q1 | $5.21M | Buy |
21,247
+206
| +1% | +$50.5K | 2.58% | 7 |
|
|
2024
Q4 | $5.04M | Sell |
21,041
-614
| -3% | -$147K | 2.58% | 8 |
|
|
2024
Q3 | $4.57M | Buy |
21,655
+288
| +1% | +$60.7K | 2.48% | 10 |
|
|
2024
Q2 | $4.32M | Buy |
21,367
+2,716
| +15% | +$549K | 2.66% | 5 |
|
|
2024
Q1 | $3.74M | Buy |
18,651
+841
| +5% | +$168K | 2.52% | 8 |
|
|
2023
Q4 | $3.03M | Buy |
17,810
+918
| +5% | +$156K | 2.42% | 9 |
|
|
2023
Q3 | $2.45M | Buy |
16,892
+44
| +0.3% | +$6.38K | 2.31% | 9 |
|
|
2023
Q2 | $2.45M | Sell |
16,848
-316
| -2% | -$46K | 2.34% | 8 |
|
|
2023
Q1 | $2.24M | Buy |
17,164
+252
| +1% | +$32.8K | 2.2% | 8 |
|
|
2022
Q4 | $2.27M | Buy |
+16,912
| New | +$2.27M | 2.43% | 8 |
|