Robinson Smith Wealth 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 | $869K | Sell |
2,998
-230
| -7% | -$66.7K | 0.69% | 29 |
|
|
2025
Q1 | $792K | Buy |
3,228
+360
| +13% | +$88.3K | 0.66% | 34 |
|
|
2024
Q4 | $687K | Sell |
2,868
-148
| -5% | -$35.5K | 0.58% | 37 |
|
|
2024
Q3 | $636K | Sell |
3,016
-1,166
| -28% | -$246K | 0.54% | 41 |
|
|
2024
Q2 | $846K | Buy |
4,182
+1,006
| +32% | +$203K | 0.74% | 33 |
|
|
2024
Q1 | $636K | Sell |
3,176
-881
| -22% | -$176K | 0.61% | 43 |
|
|
2023
Q4 | $690K | Buy |
+4,057
| New | +$690K | 0.68% | 39 |
|