River Wealth 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 | $19.5M | Buy |
67,260
+1,186
| +2% | +$344K | 2.42% | 8 |
|
|
2025
Q1 | $16.2M | Buy |
66,074
+284
| +0.4% | +$69.7K | 2.25% | 11 |
|
|
2024
Q4 | $15.8M | Buy |
65,790
+1,787
| +3% | +$428K | 2.09% | 12 |
|
|
2024
Q3 | $13.5M | Buy |
64,003
+1,077
| +2% | +$227K | 1.8% | 13 |
|
|
2024
Q2 | $12.7M | Buy |
62,926
+1,353
| +2% | +$274K | 1.83% | 12 |
|
|
2024
Q1 | $12.3M | Buy |
61,573
+2,142
| +4% | +$429K | 1.79% | 14 |
|
|
2023
Q4 | $10.1M | Buy |
59,431
+1,982
| +3% | +$337K | 1.61% | 14 |
|
|
2023
Q3 | $8.33M | Buy |
57,449
+1,168
| +2% | +$169K | 1.49% | 13 |
|
|
2023
Q2 | $8.19M | Buy |
56,281
+1,802
| +3% | +$262K | 1.39% | 13 |
|
|
2023
Q1 | $7.1M | Buy |
54,479
+1,069
| +2% | +$139K | 1.29% | 17 |
|
|
2022
Q4 | $7.16M | Sell |
53,410
-816
| -2% | -$109K | 1.38% | 14 |
|
|
2022
Q3 | $5.67M | Sell |
54,226
-4,097
| -7% | -$428K | 1.22% | 18 |
|
|
2022
Q2 | $6.57M | Buy |
58,323
+2,100
| +4% | +$236K | 1.21% | 19 |
|
|
2022
Q1 | $7.66M | Buy |
56,223
+1,225
| +2% | +$167K | 1.22% | 19 |
|
|
2021
Q4 | $8.71M | Buy |
54,998
+715
| +1% | +$113K | 1.35% | 17 |
|
|
2021
Q3 | $8.89M | Buy |
54,283
+1,076
| +2% | +$176K | 1.52% | 16 |
|
|
2021
Q2 | $8.28M | Buy |
53,207
+17
| +0% | +$2.64K | 1.45% | 18 |
|
|
2021
Q1 | $8.1M | Buy |
53,190
+631
| +1% | +$96.1K | 1.52% | 17 |
|
|
2020
Q4 | $6.68M | Buy |
52,559
+1,819
| +4% | +$231K | 1.44% | 18 |
|
|
2020
Q3 | $4.89M | Buy |
50,740
+1,042
| +2% | +$100K | 1.27% | 18 |
|
|
2020
Q2 | $4.68M | Buy |
49,698
+2,666
| +6% | +$251K | 1.42% | 17 |
|
|
2020
Q1 | $4.23M | Buy |
47,032
+2,565
| +6% | +$231K | 1.69% | 13 |
|
|
2019
Q4 | $6.2M | Buy |
44,467
+722
| +2% | +$101K | 2.1% | 9 |
|
|
2019
Q3 | $5.15M | Buy |
43,745
+547
| +1% | +$64.4K | 1.95% | 9 |
|
|
2019
Q2 | $4.83M | Buy |
43,198
+1,482
| +4% | +$166K | 1.88% | 12 |
|
|
2019
Q1 | $4.22M | Buy |
41,716
+255
| +0.6% | +$25.8K | 1.77% | 11 |
|
|
2018
Q4 | $4.05M | Sell |
41,461
-1,798
| -4% | -$176K | 1.8% | 9 |
|
|
2018
Q3 | $4.88M | Sell |
43,259
-168
| -0.4% | -$19K | 1.8% | 7 |
|
|
2018
Q2 | $4.53M | Buy |
43,427
+806
| +2% | +$84K | 1.76% | 7 |
|
|
2018
Q1 | $4.69M | Sell |
42,621
-726
| -2% | -$79.8K | 1.98% | 7 |
|
|
2017
Q4 | $4.64M | Buy |
43,347
+281
| +0.7% | +$30K | 1.93% | 5 |
|
|
2017
Q3 | $4.11M | Buy |
43,066
+479
| +1% | +$45.7K | 1.86% | 5 |
|
|
2017
Q2 | $3.89M | Buy |
42,587
+324
| +0.8% | +$29.6K | 1.81% | 4 |
|
|
2017
Q1 | $3.71M | Sell |
42,263
-555
| -1% | -$48.7K | 1.8% | 4 |
|
|
2016
Q4 | $3.7M | Buy |
42,818
+690
| +2% | +$59.5K | 1.87% | 6 |
|
|
2016
Q3 | $2.81M | Buy |
42,128
+1,635
| +4% | +$109K | 1.55% | 14 |
|
|
2016
Q2 | $2.52M | Buy |
40,493
+2,788
| +7% | +$173K | 1.44% | 17 |
|
|
2016
Q1 | $2.23M | Buy |
37,705
+4,516
| +14% | +$267K | 1.33% | 18 |
|
|
2015
Q4 | $2.19M | Buy |
33,189
+1,437
| +5% | +$94.9K | 1.39% | 17 |
|
|
2015
Q3 | $1.94M | Buy |
31,752
+2,286
| +8% | +$139K | 1.33% | 21 |
|
|
2015
Q2 | $2M | Sell |
29,466
-767
| -3% | -$52K | 1.27% | 19 |
|
|
2015
Q1 | $1.83M | Buy |
+30,233
| New | +$1.83M | 1.13% | 24 |
|