RiverFront Investment Group’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 | $64.8M | Buy |
223,537
+58,354
| +35% | +$16.9M | 1.27% | 27 |
|
|
2025
Q1 | $40.5M | Buy |
165,183
+11,672
| +8% | +$2.86M | 0.9% | 37 |
|
|
2024
Q4 | $36.8M | Buy |
153,511
+9,597
| +7% | +$2.3M | 0.84% | 37 |
|
|
2024
Q3 | $30.3M | Buy |
143,914
+19,401
| +16% | +$4.09M | 0.71% | 38 |
|
|
2024
Q2 | $25.2M | Buy |
124,513
+63,571
| +104% | +$12.9M | 0.67% | 37 |
|
|
2024
Q1 | $12.2M | Buy |
60,942
+6,509
| +12% | +$1.3M | 0.34% | 52 |
|
|
2023
Q4 | $9.26M | Buy |
54,433
+3,785
| +7% | +$644K | 0.29% | 54 |
|
|
2023
Q3 | $7.35M | Buy |
50,648
+4,688
| +10% | +$680K | 0.26% | 56 |
|
|
2023
Q2 | $6.68M | Buy |
45,960
+44,115
| +2,391% | +$6.42M | 0.22% | 55 |
|
|
2023
Q1 | $240K | Hold |
1,845
| – | – | 0.01% | 99 |
|
|
2022
Q4 | $247K | Buy |
+1,845
| New | +$247K | 0.06% | 97 |
|
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$204K | – | 105 |
|
|
2022
Q1 | $204K | Hold |
1,500
| – | – | 0.01% | 98 |
|
|
2021
Q4 | $238K | Hold |
1,500
| – | – | 0.01% | 92 |
|
|
2021
Q3 | $246K | Hold |
1,500
| – | – | 0.01% | 79 |
|
|
2021
Q2 | $233K | Buy |
+1,500
| New | +$233K | ﹤0.01% | 133 |
|