RWA
Roberts Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25M | Buy |
25,012
+151
| +0.6% | +$43.8K | 2.08% | 13 |
|
|
2025
Q1 | $6.1M | Sell |
24,861
-691
| -3% | -$170K | 1.88% | 13 |
|
|
2024
Q4 | $6.45M | Sell |
25,552
-12,324
| -33% | -$3.11M | 1.96% | 11 |
|
|
2024
Q3 | $7.98M | Buy |
37,876
+732
| +2% | +$154K | 2.58% | 9 |
|
|
2024
Q2 | $7.71M | Buy |
37,144
+224
| +0.6% | +$46.5K | 2.63% | 9 |
|
|
2024
Q1 | $6.75M | Sell |
36,920
-147
| -0.4% | -$26.9K | 2.52% | 9 |
|
|
2023
Q4 | $18.9M | Sell |
37,067
-310
| -0.8% | -$158K | 2.95% | 9 |
|
|
2023
Q3 | $5.53M | Sell |
37,377
-123
| -0.3% | -$18.2K | 2.43% | 9 |
|
|
2023
Q2 | $5.45M | Sell |
37,500
-649
| -2% | -$94.4K | 2.4% | 9 |
|
|
2023
Q1 | $4.9M | Buy |
38,149
+613
| +2% | +$78.7K | 2.25% | 10 |
|
|
2022
Q4 | $5.07M | Buy |
37,536
+1,055
| +3% | +$143K | 2.45% | 9 |
|
|
2022
Q3 | $3.95M | Buy |
36,481
+12,802
| +54% | +$1.38M | 1.94% | 13 |
|
|
2022
Q2 | $2.71M | Buy |
23,679
+584
| +3% | +$66.8K | 1.18% | 32 |
|
|
2022
Q1 | $3.13M | Buy |
23,095
+151
| +0.7% | +$20.4K | 1.22% | 30 |
|
|
2021
Q4 | $3.71M | Sell |
22,944
-520
| -2% | -$84.1K | 1.34% | 26 |
|
|
2021
Q3 | $3.84M | Buy |
+23,464
| New | +$3.84M | 1.52% | 21 |
|