Royal Capital Wealth Management’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 | $6.36M | Buy |
21,946
+8
| +0% | +$2.32K | 4.23% | 6 |
|
|
2025
Q1 | $5.38M | Buy |
21,938
+55
| +0.3% | +$13.5K | 3.77% | 7 |
|
|
2024
Q4 | $5.25M | Buy |
21,883
+1,065
| +5% | +$255K | 3.68% | 8 |
|
|
2024
Q3 | $4.39M | Sell |
20,818
-49
| -0.2% | -$10.3K | 3.1% | 9 |
|
|
2024
Q2 | $4.22M | Buy |
20,867
+368
| +2% | +$74.4K | 3.18% | 8 |
|
|
2024
Q1 | $4.11M | Buy |
20,499
+70
| +0.3% | +$14K | 3.22% | 7 |
|
|
2023
Q4 | $3.48M | Buy |
20,429
+84
| +0.4% | +$14.3K | 3.01% | 8 |
|
|
2023
Q3 | $2.95M | Sell |
20,345
-639
| -3% | -$92.7K | 2.83% | 9 |
|
|
2023
Q2 | $3.05M | Buy |
20,984
+84
| +0.4% | +$12.2K | 2.88% | 8 |
|
|
2023
Q1 | $2.72M | Buy |
20,900
+734
| +4% | +$95.6K | 2.74% | 12 |
|
|
2022
Q4 | $2.7M | Buy |
20,166
+86
| +0.4% | +$11.5K | 2.87% | 12 |
|
|
2022
Q3 | $2.1M | Buy |
20,080
+321
| +2% | +$33.5K | 2.44% | 14 |
|
|
2022
Q2 | $2.23M | Buy |
19,759
+87
| +0.4% | +$9.8K | 2.41% | 12 |
|
|
2022
Q1 | $2.68M | Buy |
19,672
+71
| +0.4% | +$9.68K | 2.62% | 11 |
|
|
2021
Q4 | $3.1M | Buy |
+19,601
| New | +$3.1M | 3.01% | 7 |
|