Riverwater Partners’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 | $687K | Sell |
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|
2025
Q2 | $638K | Buy |
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|
2025
Q1 | $482K | Buy |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $343K | Buy |
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|
2024
Q1 | $273K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $896K | Buy |
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