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Riverpoint Wealth Management Holdings’s JPMorgan Chase JPM Stock Holding History

Riverpoint Wealth Management Holdings’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,876
Closed -$211K – 46
2022
Q2 		$211K Buy
1,876
+16
+0.9% +$1.98K 0.08% 44
2022
Q1 		$254K Buy
+1,860
New +$275K 0.09% 43
2021
Q3 		– Sell
-2,062
Closed -$321K – 69
2021
Q2 		$321K Sell
2,062
-259
-11% -$40.7K 0.09% 72
2021
Q1 		$353K Sell
2,321
-1,009
-30% -$145K 0.11% 67
2020
Q4 		$423K Buy
3,330
+13
+0.4% +$1.45K 0.13% 62
2020
Q3 		$319K Sell
3,317
-499
-13% -$49K 0.12% 64
2020
Q2 		$359K Buy
3,816
+14
+0.4% +$1.33K 0.14% 55
2020
Q1 		$342K Sell
3,802
-139
-4% -$16.9K 0.17% 50
2019
Q4 		$549K Buy
3,941
+1,707
+76% +$219K 0.22% 40
2019
Q3 		$263K Buy
2,234
+15
+0.7% +$1.7K 0.12% 59
2019
Q2 		$248K Sell
2,219
-979
-31% -$108K 0.11% 58
2019
Q1 		$324K Sell
3,198
-300
-9% -$30.9K 0.16% 47
2018
Q4 		$340K Sell
3,498
-409
-10% -$43.6K 0.19% 43
2018
Q3 		$441K Buy
3,907
+100
+3% +$11.4K 0.22% 34
2018
Q2 		$397K Buy
3,807
+310
+9% +$34K 0.22% 35
2018
Q1 		$384K Buy
3,497
+199
+6% +$22.5K 0.23% 31
2017
Q4 		$352K Sell
3,298
-95
-3% -$9.62K 0.22% 32
2017
Q3 		$327K Buy
3,393
+110
+3% +$10.1K 0.21% 34
2017
Q2 		$306K Sell
3,283
-182
-5% -$15.7K 0.22% 32
2017
Q1 		$297K Hold
3,465
– – 0.22% 31
2016
Q4 		$289K Buy
+3,465
New +$264K 0.23% 32

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Riverpoint Wealth Management Holdings's JPM Position: Q3 2022 in Review

Riverpoint Wealth Management Holdings sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 1,876 shares — an estimated $211K sold.

Riverpoint Wealth Management Holdings first reported a position in JPM in Q4 2016 and held it in 21 quarters. The position peaked at $549K in Q4 2019. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Riverpoint Wealth Management Holdings reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 1,876 JPMorgan Chase shares in Q3 2022, an estimated $211K.
  • Riverpoint Wealth Management Holdings first reported a position in JPMorgan Chase in Q4 2016 and held it in 21 quarters.
  • Riverpoint Wealth Management Holdings's JPMorgan Chase position peaked at $549K in Q4 2019.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2022, filed 3 Nov 2022.