Riverview Capital Advisers’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
$850K Buy
2025
Q2
$775K Hold
2025
Q1
$656K Buy
2024
Q4
$496K Hold
2024
Q3
$437K Hold
2024
Q2
$419K Sell
2024
Q1
$428K Buy
2023
Q4
$358K Buy
2023
Q3
$240K Hold
2023
Q2
$241K Buy
2023
Q1
$207K Hold
2022
Q4
$213K Buy
2022
Q2
Sell
2022
Q1
$165K Buy
2021
Q4
$180K Buy