RMR Wealth Builders’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
Q2 | $10.2M | Buy |
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|
2025
Q1 | $8.26M | Buy |
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|
2024
Q4 | $7.92M | Buy |
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|
2024
Q3 | $6.68M | Buy |
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|
2024
Q2 | $6.4M | Buy |
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|
2024
Q1 | $6.09M | Buy |
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|
2023
Q4 | $4.91M | Buy |
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|
2023
Q3 | $3.9M | Buy |
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|
2023
Q2 | $3.43M | Sell |
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|
2023
Q1 | $3.24M | Buy |
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|
2022
Q4 | $3.33M | Buy |
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|
2022
Q3 | $2.58M | Buy |
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|
2022
Q2 | $2.74M | Sell |
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|
2022
Q1 | $3.52M | Buy |
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|
2021
Q4 | $1.88M | Sell |
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|
2021
Q3 | $4.37M | Buy |
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|
2021
Q2 | $4.01M | Sell |
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|
2021
Q1 | $4.38M | Buy |
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|
2020
Q4 | $2.56M | Sell |
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|
2020
Q3 | $3.06M | Buy |
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|
2020
Q2 | $1.65M | Buy |
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|
2019
Q4 | $2.67M | Buy |
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