RiverFront Investment Group’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$74.6M Buy
2025
Q2
$64.8M Buy
2025
Q1
$40.5M Buy
2024
Q4
$36.8M Buy
2024
Q3
$30.3M Buy
2024
Q2
$25.2M Buy
2024
Q1
$12.2M Buy
2023
Q4
$9.26M Buy
2023
Q3
$7.35M Buy
2023
Q2
$6.68M Buy
2023
Q1
$240K Hold
2022
Q4
$247K Buy
2022
Q2
Sell
2022
Q1
$204K Hold
2021
Q4
$238K Hold
2021
Q3
$246K Hold
2021
Q2
$233K Buy