RWA
Ropes Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.78M | Sell |
67,450
-2,728
| -4% | -$396K | 1.9% | 8 |
|
|
2023
Q2 | $10.2M | Buy |
70,178
+2,508
| +4% | +$365K | 1.69% | 10 |
|
|
2023
Q1 | $8.82M | Buy |
67,670
+3,724
| +6% | +$485K | 1.59% | 12 |
|
|
2022
Q4 | $8.58M | Buy |
63,946
+2,252
| +4% | +$302K | 1.54% | 12 |
|
|
2022
Q3 | $6.45M | Buy |
61,694
+2,976
| +5% | +$311K | 1.35% | 14 |
|
|
2022
Q2 | $6.61M | Buy |
58,718
+216
| +0.4% | +$24.3K | 1.36% | 14 |
|
|
2022
Q1 | $7.98M | Sell |
58,502
-812
| -1% | -$111K | 1.37% | 13 |
|
|
2021
Q4 | $9.39M | Sell |
59,314
-13,078
| -18% | -$2.07M | 1.65% | 12 |
|
|
2021
Q3 | $11.9M | Sell |
72,392
-2,584
| -3% | -$423K | 1.9% | 7 |
|
|
2021
Q2 | $11.7M | Sell |
74,976
-864
| -1% | -$134K | 1.84% | 8 |
|
|
2021
Q1 | $12M | Sell |
75,840
-8,537
| -10% | -$1.35M | 2.11% | 7 |
|
|
2020
Q4 | $10.7M | Buy |
84,377
+15,259
| +22% | +$1.94M | 1.66% | 7 |
|
|
2020
Q3 | $6.65M | Sell |
69,118
-28
| -0% | -$2.7K | 1.29% | 13 |
|
|
2020
Q2 | $6.5M | Sell |
69,146
-2,922
| -4% | -$275K | 1.33% | 9 |
|
|
2020
Q1 | $6.49M | Sell |
72,068
-5,629
| -7% | -$507K | 1.64% | 9 |
|
|
2019
Q4 | $10.8M | Sell |
77,697
-18,477
| -19% | -$2.58M | 2.33% | 4 |
|
|
2019
Q3 | $11.3M | Sell |
96,174
-1,325
| -1% | -$156K | 2.4% | 4 |
|
|
2019
Q2 | $10.9M | Sell |
97,499
-1,505
| -2% | -$168K | 2.3% | 5 |
|
|
2019
Q1 | $10M | Buy |
99,004
+650
| +0.7% | +$65.8K | 2.65% | 5 |
|
|
2018
Q4 | $9.6M | Sell |
98,354
-1,825
| -2% | -$178K | 2.76% | 6 |
|
|
2018
Q3 | $11.3M | Buy |
100,179
+3,530
| +4% | +$398K | 2.79% | 5 |
|
|
2018
Q2 | $10.1M | Sell |
96,649
-173
| -0.2% | -$18K | 2.72% | 6 |
|
|
2018
Q1 | $10.6M | Sell |
96,822
-237
| -0.2% | -$26.1K | 2.92% | 6 |
|
|
2017
Q4 | $10.4M | Sell |
97,059
-2,485
| -2% | -$266K | 2.72% | 6 |
|
|
2017
Q3 | $9.51M | Sell |
99,544
-1,869
| -2% | -$179K | 2.58% | 7 |
|
|
2017
Q2 | $9.27M | Buy |
101,413
+94
| +0.1% | +$8.59K | 2.62% | 7 |
|
|
2017
Q1 | $8.9M | Buy |
101,319
+2,387
| +2% | +$210K | 2.57% | 6 |
|
|
2016
Q4 | $8.54M | Buy |
98,932
+1,637
| +2% | +$141K | 2.68% | 5 |
|
|
2016
Q3 | $6.48M | Buy |
97,295
+2,047
| +2% | +$136K | 2.19% | 9 |
|
|
2016
Q2 | $5.92M | Buy |
95,248
+32,576
| +52% | +$2.02M | 2.07% | 11 |
|
|
2016
Q1 | $3.71M | Buy |
62,672
+4,685
| +8% | +$277K | 1.64% | 16 |
|
|
2015
Q4 | $3.83M | Sell |
57,987
-207
| -0.4% | -$13.7K | 1.68% | 15 |
|
|
2015
Q3 | $3.55M | Buy |
58,194
+14,270
| +32% | +$870K | 1.86% | 14 |
|
|
2015
Q2 | $2.98M | Sell |
43,924
-2,805
| -6% | -$190K | 1.62% | 17 |
|
|
2015
Q1 | $2.83M | Buy |
+46,729
| New | +$2.83M | 1.47% | 20 |
|