Roberts Capital Advisors’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 | $2.42M | Buy |
8,358
+2,687
| +47% | +$779K | 1.79% | 13 |
|
|
2025
Q1 | $1.39M | Hold |
5,671
| – | – | 1.22% | 18 |
|
|
2024
Q4 | $1.36M | Hold |
5,671
| – | – | 1.14% | 18 |
|
|
2024
Q3 | $1.2M | Hold |
5,671
| – | – | 1.02% | 20 |
|
|
2024
Q2 | $1.14M | Hold |
5,671
| – | – | 1.09% | 20 |
|
|
2024
Q1 | $1.14M | Buy |
+5,671
| New | +$1.14M | 1.09% | 20 |
|
|
2022
Q3 | $635K | Hold |
6,079
| – | – | 0.92% | 27 |
|
|
2022
Q2 | $685K | Hold |
6,079
| – | – | 0.94% | 32 |
|
|
2022
Q1 | $829K | Hold |
6,079
| – | – | 0.86% | 31 |
|
|
2021
Q4 | $963K | Buy |
+6,079
| New | +$963K | 0.9% | 32 |
|