Riverstone 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 | $574K | Buy |
1,981
+102
| +5% | +$29.6K | 0.31% | 29 |
|
|
2025
Q1 | $461K | Sell |
1,879
-11
| -0.6% | -$2.7K | 0.28% | 30 |
|
|
2024
Q4 | $453K | Buy |
1,890
+2
| +0.1% | +$479 | 0.26% | 32 |
|
|
2024
Q3 | $398K | Buy |
1,888
+3
| +0.2% | +$632 | 0.23% | 33 |
|
|
2024
Q2 | $381K | Buy |
1,885
+3
| +0.2% | +$607 | 0.23% | 31 |
|
|
2024
Q1 | $377K | Buy |
1,882
+3
| +0.2% | +$601 | 0.22% | 32 |
|
|
2023
Q4 | $320K | Buy |
1,879
+300
| +19% | +$51K | 0.21% | 34 |
|
|
2023
Q3 | $229K | Sell |
1,579
-213
| -12% | -$30.9K | 0.16% | 35 |
|
|
2023
Q2 | $261K | Buy |
+1,792
| New | +$261K | 0.16% | 43 |
|