RSWM
Robertson Stephens Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
37,229
-4,050
| -10% | -$1.17M | 0.34% | 55 |
|
|
2025
Q1 | $10.1M | Buy |
41,279
+2,106
| +5% | +$517K | 0.35% | 56 |
|
|
2024
Q4 | $9.39M | Sell |
39,173
-926
| -2% | -$222K | 0.33% | 62 |
|
|
2024
Q3 | $8.46M | Buy |
40,099
+304
| +0.8% | +$64.1K | 0.31% | 70 |
|
|
2024
Q2 | $8.05M | Buy |
39,795
+783
| +2% | +$158K | 0.41% | 47 |
|
|
2024
Q1 | $7.81M | Sell |
39,012
-76
| -0.2% | -$15.2K | 0.41% | 41 |
|
|
2023
Q4 | $6.65M | Buy |
39,088
+2,877
| +8% | +$489K | 0.4% | 45 |
|
|
2023
Q3 | $5.25M | Buy |
36,211
+1,999
| +6% | +$290K | 0.35% | 63 |
|
|
2023
Q2 | $4.98M | Buy |
34,212
+5,566
| +19% | +$810K | 0.35% | 64 |
|
|
2023
Q1 | $3.73M | Buy |
28,646
+581
| +2% | +$75.7K | 0.29% | 74 |
|
|
2022
Q4 | $3.76M | Buy |
28,065
+303
| +1% | +$40.6K | 0.37% | 62 |
|
|
2022
Q3 | $2.9M | Buy |
27,762
+1,010
| +4% | +$106K | 0.3% | 67 |
|
|
2022
Q2 | $3.01M | Sell |
26,752
-7,133
| -21% | -$803K | 0.28% | 77 |
|
|
2022
Q1 | $4.62M | Buy |
33,885
+1,696
| +5% | +$231K | 0.39% | 49 |
|
|
2021
Q4 | $5.1M | Buy |
32,189
+12,518
| +64% | +$1.98M | 0.43% | 49 |
|
|
2021
Q3 | $3.22M | Sell |
19,671
-731
| -4% | -$120K | 0.36% | 53 |
|
|
2021
Q2 | $3.17M | Sell |
20,402
-3,812
| -16% | -$593K | 0.38% | 49 |
|
|
2021
Q1 | $3.69M | Buy |
24,214
+9,816
| +68% | +$1.49M | 0.59% | 36 |
|
|
2020
Q4 | $1.83M | Sell |
14,398
-1,813
| -11% | -$230K | 0.38% | 54 |
|
|
2020
Q3 | $1.56M | Buy |
16,211
+6,718
| +71% | +$646K | 0.38% | 52 |
|
|
2020
Q2 | $892K | Sell |
9,493
-669
| -7% | -$62.9K | 0.26% | 75 |
|
|
2020
Q1 | $915K | Buy |
10,162
+6,973
| +219% | +$628K | 0.31% | 71 |
|
|
2019
Q4 | $444K | Sell |
3,189
-3,383
| -51% | -$471K | 0.22% | 70 |
|
|
2019
Q3 | $773K | Buy |
+6,572
| New | +$773K | 0.39% | 55 |
|