RWB
RMR Wealth Builders’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
35,237
+1,577
| +5% | +$457K | 0.93% | 21 |
|
|
2025
Q1 | $8.26M | Buy |
33,660
+603
| +2% | +$148K | 0.87% | 21 |
|
|
2024
Q4 | $7.92M | Buy |
33,057
+1,382
| +4% | +$331K | 0.82% | 23 |
|
|
2024
Q3 | $6.68M | Buy |
31,675
+40
| +0.1% | +$8.43K | 0.71% | 24 |
|
|
2024
Q2 | $6.4M | Buy |
31,635
+1,253
| +4% | +$253K | 0.73% | 24 |
|
|
2024
Q1 | $6.09M | Buy |
30,382
+1,526
| +5% | +$306K | 0.74% | 24 |
|
|
2023
Q4 | $4.91M | Buy |
28,856
+1,945
| +7% | +$331K | 0.69% | 24 |
|
|
2023
Q3 | $3.9M | Buy |
26,911
+3,348
| +14% | +$486K | 0.62% | 27 |
|
|
2023
Q2 | $3.43M | Sell |
23,563
-1,315
| -5% | -$191K | 0.58% | 26 |
|
|
2023
Q1 | $3.24M | Buy |
24,878
+35
| +0.1% | +$4.56K | 0.62% | 29 |
|
|
2022
Q4 | $3.33M | Buy |
24,843
+121
| +0.5% | +$16.2K | 0.76% | 26 |
|
|
2022
Q3 | $2.58M | Buy |
24,722
+379
| +2% | +$39.6K | 0.63% | 28 |
|
|
2022
Q2 | $2.74M | Sell |
24,343
-1,442
| -6% | -$162K | 0.68% | 27 |
|
|
2022
Q1 | $3.52M | Buy |
25,785
+13,902
| +117% | +$1.9M | 0.75% | 25 |
|
|
2021
Q4 | $1.88M | Sell |
11,883
-14,813
| -55% | -$2.35M | 0.54% | 30 |
|
|
2021
Q3 | $4.37M | Buy |
26,696
+910
| +4% | +$149K | 1.28% | 13 |
|
|
2021
Q2 | $4.01M | Sell |
25,786
-2,962
| -10% | -$461K | 1.31% | 12 |
|
|
2021
Q1 | $4.38M | Buy |
28,748
+8,632
| +43% | +$1.31M | 1.14% | 13 |
|
|
2020
Q4 | $2.56M | Sell |
20,116
-11,695
| -37% | -$1.49M | 1.26% | 12 |
|
|
2020
Q3 | $3.06M | Buy |
31,811
+14,279
| +81% | +$1.37M | 0.79% | 21 |
|
|
2020
Q2 | $1.65M | Buy |
+17,532
| New | +$1.65M | 1.47% | 15 |
|
|
2019
Q4 | $2.67M | Buy |
+19,163
| New | +$2.67M | 2.57% | 6 |
|