RTC
Riverview Trust Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
3,936
-3,922
| -50% | -$1.14M | 1.42% | 11 |
|
|
2025
Q1 | $1.93M | Sell |
7,858
-1,381
| -15% | -$339K | 1.9% | 7 |
|
|
2024
Q4 | $2.21M | Sell |
9,239
-21
| -0.2% | -$5.03K | 2.01% | 8 |
|
|
2024
Q3 | $1.95M | Sell |
9,260
-112
| -1% | -$23.6K | 1.71% | 8 |
|
|
2024
Q2 | $1.9M | Sell |
9,372
-6,755
| -42% | -$1.37M | 1.8% | 9 |
|
|
2024
Q1 | $3.23M | Buy |
16,127
+120
| +0.7% | +$24K | 2.49% | 9 |
|
|
2023
Q4 | $2.72M | Sell |
16,007
-308
| -2% | -$52.4K | 2.77% | 9 |
|
|
2023
Q3 | $2.37M | Hold |
16,315
| – | – | 2.1% | 10 |
|
|
2023
Q2 | $2.37M | Sell |
16,315
-1,967
| -11% | -$286K | 2.15% | 8 |
|
|
2023
Q1 | $2.38M | Sell |
18,282
-18
| -0.1% | -$2.35K | 2.19% | 8 |
|
|
2022
Q4 | $2.45M | Sell |
18,300
-990
| -5% | -$133K | 2.32% | 8 |
|
|
2022
Q3 | $2.02M | Buy |
19,290
+1,376
| +8% | +$144K | 1.95% | 10 |
|
|
2022
Q2 | $2.02M | Buy |
17,914
+1,496
| +9% | +$168K | 1.76% | 10 |
|
|
2022
Q1 | $2.24M | Buy |
16,418
+1,834
| +13% | +$250K | 1.66% | 9 |
|
|
2021
Q4 | $2.31K | Sell |
14,584
-826
| -5% | -$131 | 1.35% | 10 |
|
|
2021
Q3 | $2.52M | Hold |
15,410
| – | – | 2.67% | 6 |
|
|
2021
Q2 | $2.4M | Sell |
15,410
-135
| -0.9% | -$21K | 2.53% | 7 |
|
|
2021
Q1 | $2.37M | Sell |
15,545
-301
| -2% | -$45.8K | 2.64% | 7 |
|
|
2020
Q4 | $2.01M | Sell |
15,846
-187
| -1% | -$23.8K | 2.23% | 10 |
|
|
2020
Q3 | $1.54M | Hold |
16,033
| – | – | 1.77% | 13 |
|
|
2020
Q2 | $1.51M | Hold |
16,033
| – | – | 1.46% | 14 |
|
|
2020
Q1 | $1.44M | Buy |
16,033
+94
| +0.6% | +$8.46K | 1.39% | 14 |
|
|
2019
Q4 | $2.22M | Sell |
15,939
-549
| -3% | -$76.5K | 1.5% | 14 |
|
|
2019
Q3 | $1.94M | Sell |
16,488
-24
| -0.1% | -$2.82K | 1.35% | 14 |
|
|
2019
Q2 | $1.85M | Sell |
16,512
-95
| -0.6% | -$10.6K | 1.3% | 15 |
|
|
2019
Q1 | $1.68M | Hold |
16,607
| – | – | 1.27% | 14 |
|
|
2018
Q4 | $1.62M | Buy |
+16,607
| New | +$1.62M | 1.27% | 13 |
|