RVW Wealth’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 | $1.37M | Buy |
4,715
+727
| +18% | +$211K | 0.12% | 61 |
|
|
2025
Q1 | $978K | Buy |
3,988
+2,523
| +172% | +$619K | 0.09% | 67 |
|
|
2024
Q4 | $351K | Sell |
1,465
-296
| -17% | -$71K | 0.03% | 112 |
|
|
2024
Q3 | $371K | Buy |
1,761
+479
| +37% | +$101K | 0.03% | 109 |
|
|
2024
Q2 | $259K | Buy |
+1,282
| New | +$259K | 0.03% | 126 |
|
|
2023
Q4 | – | Sell |
-868
| Closed | -$126K | – | 254 |
|
|
2023
Q3 | $126K | Buy |
+868
| New | +$126K | 0.02% | 160 |
|
|
2023
Q1 | – | Sell |
-2,145
| Closed | -$288K | – | 165 |
|
|
2022
Q4 | $288K | Buy |
+2,145
| New | +$288K | 0.04% | 124 |
|
|
2022
Q2 | – | Sell |
-1,694
| Closed | -$231K | – | 138 |
|
|
2022
Q1 | $231K | Buy |
1,694
+130
| +8% | +$17.7K | 0.03% | 122 |
|
|
2021
Q4 | $248K | Buy |
+1,564
| New | +$248K | 0.03% | 117 |
|