RPg Family Wealth Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.57M | Buy |
29,131
+61
| +0.2% | +$18.5K | 1.79% | 14 |
|
|
2025
Q4 | $9.37M | Sell |
29,070
-267
| -0.9% | -$82.7K | 2.06% | 12 |
|
|
2025
Q3 | $9.25M | Buy |
29,337
+10,287
| +54% | +$3.06M | 2.03% | 11 |
|
|
2025
Q2 | $5.52M | Buy |
+19,050
| New | +$4.86M | 1.47% | 22 |
|
|
2022
Q2 | – | Sell |
-709
| Closed | -$96.7K | – | 216 |
|
|
2022
Q1 | $96.7K | Hold |
709
| – | – | 0.04% | 130 |
|
|
2021
Q4 | $112K | Sell |
709
-341
| -32% | -$56K | 0.04% | 134 |
|
|
2021
Q3 | $172K | Hold |
1,050
| – | – | 0.07% | 125 |
|
|
2021
Q2 | $163K | Buy |
+1,050
| New | +$165K | 0.07% | 132 |
|
|
2020
Q4 | $133K | Sell |
1,050
-250
| -19% | -$27.9K | 0.06% | 130 |
|
|
2020
Q3 | $125K | Hold |
1,300
| – | – | 0.07% | 130 |
|
|
2020
Q2 | $122K | Sell |
1,300
-85
| -6% | -$8.06K | 0.07% | 125 |
|
|
2020
Q1 | $125K | Sell |
1,385
-125
| -8% | -$15.2K | 0.1% | 102 |
|
|
2019
Q4 | $210K | Sell |
1,510
-198
| -12% | -$25.4K | 0.12% | 96 |
|
|
2019
Q3 | $201K | Sell |
1,708
-300
| -15% | -$33.9K | 0.12% | 95 |
|
|
2019
Q2 | $224K | Sell |
2,008
-380
| -16% | -$41.9K | 0.13% | 89 |
|
|
2019
Q1 | $242K | Sell |
2,388
-225
| -9% | -$23.2K | 0.14% | 90 |
|
|
2018
Q4 | $255K | Buy |
2,613
+455
| +21% | +$48.5K | 0.25% | 49 |
|
|
2018
Q3 | $244K | Buy |
2,158
+232
| +12% | +$26.3K | 0.18% | 61 |
|
|
2018
Q2 | $201K | Buy |
1,926
+861
| +81% | +$94.5K | 0.16% | 66 |
|
|
2018
Q1 | $117K | Buy |
1,065
+825
| +344% | +$93.4K | 0.1% | 59 |
|
|
2017
Q4 | $25.7K | Buy |
+240
| New | +$24.3K | 0.02% | 179 |
|
|
2017
Q3 | – | Sell |
-553
| Closed | -$50.5K | – | 303 |
|
|
2017
Q2 | $50.5K | Buy |
553
+63
| +13% | +$5.44K | 0.04% | 147 |
|
|
2017
Q1 | $43K | Sell |
490
-1,082
| -69% | -$95.5K | 0.04% | 139 |
|
|
2016
Q4 | $136K | Buy |
1,572
+241
| +18% | +$18.4K | 0.12% | 71 |
|
|
2016
Q3 | $88.6K | Sell |
1,331
-10
| -0.7% | -$652 | 0.06% | 84 |
|
|
2016
Q2 | $83.3K | Sell |
1,341
-249
| -16% | -$15.6K | 0.04% | 95 |
|
|
2016
Q1 | $94.2K | Buy |
1,590
+1,055
| +197% | +$61.6K | 0.07% | 90 |
|
|
2015
Q4 | $35.3K | Buy |
+535
| New | +$34.8K | 0.03% | 116 |
|
Other funds holding JPM
VCM
VPM
