Riversedge Advisors’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
$1.3M Buy
2025
Q2
$913K Buy
2025
Q1
$714K Buy
2024
Q4
$620K Buy
2024
Q3
$507K Buy
2024
Q2
$444K Buy
2024
Q1
$411K Buy
2023
Q4
$337K Buy
2023
Q3
$247K Buy
2023
Q2
$215K Buy
2022
Q4
Sell
2022
Q3
$259K Sell
2022
Q2
$433K Sell
2022
Q1
$538K Buy
2021
Q4
$614K Buy
2021
Q3
$556K Buy
2021
Q2
$422K Buy