RWA Wealth Partners’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 | $125M | Buy |
431,284
+3,659
| +0.9% | +$1.06M | 1.56% | 11 |
|
|
2025
Q1 | $105M | Sell |
427,625
-9,472
| -2% | -$2.32M | 1.32% | 13 |
|
|
2024
Q4 | $105M | Buy |
437,097
+3,501
| +0.8% | +$839K | 1.29% | 13 |
|
|
2024
Q3 | $91.4M | Buy |
433,596
+26,378
| +6% | +$5.56M | 1.14% | 13 |
|
|
2024
Q2 | $82.4M | Sell |
407,218
-5,209
| -1% | -$1.05M | 1.09% | 13 |
|
|
2024
Q1 | $82.6M | Sell |
412,427
-13,352
| -3% | -$2.67M | 1.11% | 13 |
|
|
2023
Q4 | $72.4M | Buy |
425,779
+250,105
| +142% | +$42.5M | 1.03% | 13 |
|
|
2023
Q3 | $25.5M | Buy |
175,674
+3,520
| +2% | +$510K | 0.56% | 17 |
|
|
2023
Q2 | $25M | Buy |
172,154
+42,827
| +33% | +$6.23M | 0.55% | 17 |
|
|
2023
Q1 | $16.9M | Buy |
129,327
+2,811
| +2% | +$366K | 0.4% | 23 |
|
|
2022
Q4 | $17.7M | Sell |
126,516
-15,227
| -11% | -$2.13M | 0.44% | 23 |
|
|
2022
Q3 | $14.8M | Buy |
141,743
+4,202
| +3% | +$439K | 1.04% | 17 |
|
|
2022
Q2 | $15.5M | Buy |
137,541
+45,593
| +50% | +$5.13M | 1.05% | 16 |
|
|
2022
Q1 | $12.5M | Buy |
91,948
+2,052
| +2% | +$280K | 0.81% | 27 |
|
|
2021
Q4 | $14.2M | Buy |
89,896
+2,204
| +3% | +$349K | 0.96% | 23 |
|
|
2021
Q3 | $14.4M | Buy |
87,692
+1,838
| +2% | +$301K | 1.07% | 22 |
|
|
2021
Q2 | $13.4M | Buy |
85,854
+1,559
| +2% | +$242K | 1% | 23 |
|
|
2021
Q1 | $12.8M | Buy |
84,295
+10,401
| +14% | +$1.58M | 1.04% | 22 |
|
|
2020
Q4 | $9.39M | Buy |
73,894
+6,649
| +10% | +$845K | 0.83% | 25 |
|
|
2020
Q3 | $6.47M | Sell |
67,245
-2,131
| -3% | -$205K | 0.68% | 36 |
|
|
2020
Q2 | $6.53M | Sell |
69,376
-5,640
| -8% | -$530K | 0.8% | 33 |
|
|
2020
Q1 | $6.75M | Sell |
75,016
-518
| -0.7% | -$46.6K | 0.96% | 24 |
|
|
2019
Q4 | $10.5M | Sell |
75,534
-12,232
| -14% | -$1.71M | 1.04% | 24 |
|
|
2019
Q3 | $10.3M | Sell |
87,766
-12,209
| -12% | -$1.44M | 1.09% | 25 |
|
|
2019
Q2 | $11.2M | Sell |
99,975
-794
| -0.8% | -$88.8K | 1.2% | 24 |
|
|
2019
Q1 | $10.2M | Buy |
100,769
+822
| +0.8% | +$83.2K | 1.17% | 24 |
|
|
2018
Q4 | $9.76M | Buy |
99,947
+2,733
| +3% | +$267K | 1.28% | 22 |
|
|
2018
Q3 | $11M | Buy |
97,214
+781
| +0.8% | +$88.1K | 1.23% | 19 |
|
|
2018
Q2 | $10M | Buy |
96,433
+17,830
| +23% | +$1.86M | 1.12% | 19 |
|
|
2018
Q1 | $8.64M | Sell |
78,603
-28,553
| -27% | -$3.14M | 1.11% | 17 |
|
|
2017
Q4 | $11.5M | Buy |
107,156
+11,734
| +12% | +$1.25M | 1.29% | 13 |
|
|
2017
Q3 | $9.11M | Buy |
95,422
+8,219
| +9% | +$785K | 1.03% | 17 |
|
|
2017
Q2 | $7.97M | Buy |
87,203
+11,516
| +15% | +$1.05M | 0.98% | 25 |
|
|
2017
Q1 | $6.65M | Buy |
+75,687
| New | +$6.65M | 0.87% | 26 |
|