RWMH
Riverpoint Wealth Management Holdings’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,876
| Closed | -$211K | – | 46 |
|
|
2022
Q2 | $211K | Buy |
1,876
+16
| +0.9% | +$1.8K | 0.08% | 44 |
|
|
2022
Q1 | $254K | Buy |
+1,860
| New | +$254K | 0.09% | 43 |
|
|
2021
Q3 | – | Sell |
-2,062
| Closed | -$321K | – | 69 |
|
|
2021
Q2 | $321K | Sell |
2,062
-259
| -11% | -$40.3K | 0.09% | 72 |
|
|
2021
Q1 | $353K | Sell |
2,321
-1,009
| -30% | -$153K | 0.11% | 67 |
|
|
2020
Q4 | $423K | Buy |
3,330
+13
| +0.4% | +$1.65K | 0.13% | 62 |
|
|
2020
Q3 | $319K | Sell |
3,317
-499
| -13% | -$48K | 0.12% | 64 |
|
|
2020
Q2 | $359K | Buy |
3,816
+14
| +0.4% | +$1.32K | 0.14% | 55 |
|
|
2020
Q1 | $342K | Sell |
3,802
-139
| -4% | -$12.5K | 0.17% | 50 |
|
|
2019
Q4 | $549K | Buy |
3,941
+1,707
| +76% | +$238K | 0.22% | 40 |
|
|
2019
Q3 | $263K | Buy |
2,234
+15
| +0.7% | +$1.77K | 0.12% | 59 |
|
|
2019
Q2 | $248K | Sell |
2,219
-979
| -31% | -$109K | 0.11% | 58 |
|
|
2019
Q1 | $324K | Sell |
3,198
-300
| -9% | -$30.4K | 0.16% | 47 |
|
|
2018
Q4 | $340K | Sell |
3,498
-409
| -10% | -$39.8K | 0.19% | 43 |
|
|
2018
Q3 | $441K | Buy |
3,907
+100
| +3% | +$11.3K | 0.22% | 34 |
|
|
2018
Q2 | $397K | Buy |
3,807
+310
| +9% | +$32.3K | 0.22% | 35 |
|
|
2018
Q1 | $384K | Buy |
3,497
+199
| +6% | +$21.9K | 0.23% | 31 |
|
|
2017
Q4 | $352K | Sell |
3,298
-95
| -3% | -$10.1K | 0.22% | 32 |
|
|
2017
Q3 | $327K | Buy |
3,393
+110
| +3% | +$10.6K | 0.21% | 34 |
|
|
2017
Q2 | $306K | Sell |
3,283
-182
| -5% | -$17K | 0.22% | 32 |
|
|
2017
Q1 | $297K | Hold |
3,465
| – | – | 0.22% | 31 |
|
|
2016
Q4 | $289K | Buy |
+3,465
| New | +$289K | 0.23% | 32 |
|