Riverwater Partners’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 | $638K | Buy |
2,202
+239
| +12% | +$69.3K | 0.3% | 94 |
|
|
2025
Q1 | $482K | Buy |
1,963
+288
| +17% | +$70.6K | 0.25% | 104 |
|
|
2024
Q4 | $402K | Buy |
1,675
+9
| +0.5% | +$2.16K | 0.2% | 123 |
|
|
2024
Q3 | $345K | Sell |
1,666
-28
| -2% | -$5.8K | 0.17% | 148 |
|
|
2024
Q2 | $343K | Buy |
1,694
+332
| +24% | +$67.2K | 0.25% | 123 |
|
|
2024
Q1 | $273K | Buy |
+1,362
| New | +$273K | 0.2% | 159 |
|
|
2023
Q1 | – | Sell |
-3,147
| Closed | -$422K | – | 203 |
|
|
2022
Q4 | $422K | Buy |
3,147
+47
| +2% | +$6.3K | 0.36% | 86 |
|
|
2022
Q3 | $324K | Buy |
3,100
+6
| +0.2% | +$627 | 0.32% | 101 |
|
|
2022
Q2 | $348K | Buy |
+3,094
| New | +$348K | 0.35% | 97 |
|
|
2022
Q1 | – | Sell |
-5,661
| Closed | -$896K | – | 156 |
|
|
2021
Q4 | $896K | Buy |
+5,661
| New | +$896K | 0.8% | 32 |
|