Roberts Capital Advisors’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
Q4 | – | Sell |
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|
2025
Q3 | $2.64M | Hold |
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|
2025
Q2 | $2.42M | Buy |
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|
2025
Q1 | $1.39M | Hold |
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|
2024
Q4 | $1.36M | Hold |
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|
2024
Q3 | $1.2M | Hold |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $1.14M | Buy |
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|
2022
Q3 | $635K | Hold |
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|
2022
Q2 | $685K | Hold |
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|
2022
Q1 | $829K | Hold |
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|
2021
Q4 | $963K | Buy |
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