Roberts Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Roberts Capital Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.42M	Buy
2025 Q1	$1.39M	Hold
2024 Q4	$1.36M	Hold
2024 Q3	$1.2M	Hold
2024 Q2	$1.14M	Hold
2024 Q1	$1.14M	Buy
2022 Q3	$635K	Hold
2022 Q2	$685K	Hold
2022 Q1	$829K	Hold
2021 Q4	$963K	Buy