Roberts Wealth 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
Q2 | $7.25M | Buy |
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|
2025
Q1 | $6.1M | Sell |
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|
2024
Q4 | $6.45M | Sell |
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|
2024
Q3 | $7.98M | Buy |
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|
2024
Q2 | $7.71M | Buy |
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|
2024
Q1 | $6.75M | Sell |
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|
2023
Q4 | $18.9M | Sell |
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|
2023
Q3 | $5.53M | Sell |
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|
2023
Q2 | $5.45M | Sell |
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|
2023
Q1 | $4.9M | Buy |
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|
2022
Q4 | $5.07M | Buy |
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|
2022
Q3 | $3.94M | Buy |
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|
2022
Q2 | $2.71M | Buy |
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|
2022
Q1 | $3.13M | Buy |
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|
2021
Q4 | $3.71M | Sell |
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|
2021
Q3 | $3.84M | Buy |
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