RW Investment 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 | $3.1M | Buy |
10,700
+1,374
| +15% | +$398K | 0.35% | 20 |
|
|
2025
Q1 | $2.29M | Sell |
9,326
-101
| -1% | -$24.8K | 0.28% | 22 |
|
|
2024
Q4 | $2.26M | Buy |
9,427
+36
| +0.4% | +$8.63K | 0.28% | 23 |
|
|
2024
Q3 | $1.98M | Sell |
9,391
-100
| -1% | -$21.1K | 0.25% | 24 |
|
|
2024
Q2 | $1.92M | Sell |
9,491
-74
| -0.8% | -$15K | 0.26% | 22 |
|
|
2024
Q1 | $1.92M | Sell |
9,565
-461
| -5% | -$92.3K | 0.27% | 21 |
|
|
2023
Q4 | $1.71M | Sell |
10,026
-21
| -0.2% | -$3.57K | 0.26% | 21 |
|
|
2023
Q3 | $1.46M | Sell |
10,047
-585
| -6% | -$84.8K | 0.26% | 20 |
|
|
2023
Q2 | $1.55M | Sell |
10,632
-64
| -0.6% | -$9.31K | 0.32% | 20 |
|
|
2023
Q1 | $1.39M | Sell |
10,696
-137
| -1% | -$17.9K | 0.39% | 23 |
|
|
2022
Q4 | $1.45M | Buy |
+10,833
| New | +$1.45M | 0.57% | 19 |
|