Riverview Capital Advisers’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 | $775K | Hold |
2,674
| – | – | 0.22% | 63 |
|
|
2025
Q1 | $656K | Buy |
2,674
+603
| +29% | +$148K | 0.21% | 62 |
|
|
2024
Q4 | $496K | Hold |
2,071
| – | – | 0.15% | 68 |
|
|
2024
Q3 | $437K | Hold |
2,071
| – | – | 0.13% | 65 |
|
|
2024
Q2 | $419K | Sell |
2,071
-66
| -3% | -$13.3K | 0.14% | 67 |
|
|
2024
Q1 | $428K | Buy |
2,137
+32
| +2% | +$6.41K | 0.15% | 65 |
|
|
2023
Q4 | $358K | Buy |
2,105
+451
| +27% | +$76.7K | 0.14% | 66 |
|
|
2023
Q3 | $240K | Hold |
1,654
| – | – | 0.11% | 75 |
|
|
2023
Q2 | $241K | Buy |
1,654
+66
| +4% | +$9.6K | 0.11% | 74 |
|
|
2023
Q1 | $207K | Hold |
1,588
| – | – | 0.09% | 78 |
|
|
2022
Q4 | $213K | Buy |
+1,588
| New | +$213K | 0.11% | 70 |
|
|
2022
Q2 | – | Sell |
-1,213
| Closed | -$165K | – | 91 |
|
|
2022
Q1 | $165K | Buy |
1,213
+79
| +7% | +$10.8K | 0.08% | 86 |
|
|
2021
Q4 | $180K | Buy |
+1,134
| New | +$180K | 0.08% | 88 |
|