Royal Capital Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.09M | Buy |
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|
2025
Q2 | $6.36M | Buy |
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|
2025
Q1 | $5.38M | Buy |
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|
2024
Q4 | $5.25M | Buy |
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|
2024
Q3 | $4.39M | Sell |
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|
2024
Q2 | $4.22M | Buy |
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|
2024
Q1 | $4.11M | Buy |
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|
2023
Q4 | $3.48M | Buy |
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|
2023
Q3 | $2.95M | Sell |
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|
2023
Q2 | $3.05M | Buy |
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|
2023
Q1 | $2.72M | Buy |
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|
2022
Q4 | $2.7M | Buy |
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|
2022
Q3 | $2.1M | Buy |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | $2.68M | Buy |
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|
2021
Q4 | $3.1M | Buy |
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