Riversedge 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 | $913K | Buy |
3,150
+239
| +8% | +$69.3K | 0.18% | 47 |
|
|
2025
Q1 | $714K | Buy |
2,911
+326
| +13% | +$80K | 0.16% | 53 |
|
|
2024
Q4 | $620K | Buy |
2,585
+183
| +8% | +$43.9K | 0.14% | 56 |
|
|
2024
Q3 | $507K | Buy |
2,402
+206
| +9% | +$43.4K | 0.11% | 54 |
|
|
2024
Q2 | $444K | Buy |
2,196
+144
| +7% | +$29.1K | 0.11% | 55 |
|
|
2024
Q1 | $411K | Buy |
2,052
+70
| +4% | +$14K | 0.1% | 54 |
|
|
2023
Q4 | $337K | Buy |
1,982
+282
| +17% | +$48K | 0.09% | 59 |
|
|
2023
Q3 | $247K | Buy |
1,700
+225
| +15% | +$32.6K | 0.07% | 66 |
|
|
2023
Q2 | $215K | Buy |
+1,475
| New | +$215K | 0.06% | 69 |
|
|
2022
Q4 | – | Sell |
-2,474
| Closed | -$259K | – | 74 |
|
|
2022
Q3 | $259K | Sell |
2,474
-1,369
| -36% | -$143K | 0.09% | 64 |
|
|
2022
Q2 | $433K | Sell |
3,843
-100
| -3% | -$11.3K | 0.16% | 49 |
|
|
2022
Q1 | $538K | Buy |
3,943
+65
| +2% | +$8.87K | 0.18% | 46 |
|
|
2021
Q4 | $614K | Buy |
3,878
+478
| +14% | +$75.7K | 0.19% | 42 |
|
|
2021
Q3 | $556K | Buy |
3,400
+690
| +25% | +$113K | 0.19% | 39 |
|
|
2021
Q2 | $422K | Buy |
+2,710
| New | +$422K | 0.15% | 34 |
|