RWQ Financial Management Services’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 | $16.3M | Buy |
56,200
+16,750
| +42% | +$4.86M | 6.86% | 8 |
|
|
2025
Q1 | $9.68M | Sell |
39,450
-61,919
| -61% | -$15.2M | 6.4% | 6 |
|
|
2024
Q4 | $24.3M | Buy |
101,369
+15,952
| +19% | +$3.82M | 9.51% | 2 |
|
|
2024
Q3 | $18M | Buy |
85,417
+21,804
| +34% | +$4.6M | 6.24% | 9 |
|
|
2024
Q2 | $12.9M | Buy |
63,613
+16,013
| +34% | +$3.24M | 4.66% | 9 |
|
|
2024
Q1 | $9.53M | Buy |
47,600
+7,519
| +19% | +$1.51M | 4.14% | 8 |
|
|
2023
Q4 | $6.82M | Sell |
40,081
-6,983
| -15% | -$1.19M | 5.61% | 8 |
|
|
2023
Q3 | $6.83M | Buy |
47,064
+16,179
| +52% | +$2.35M | 7.41% | 6 |
|
|
2023
Q2 | $4.49M | Buy |
30,885
+27,870
| +924% | +$4.05M | 3.94% | 12 |
|
|
2023
Q1 | $393K | Sell |
3,015
-19,314
| -86% | -$2.52M | 0.47% | 18 |
|
|
2022
Q4 | $2.99M | Buy |
22,329
+1,663
| +8% | +$223K | 5.93% | 6 |
|
|
2022
Q3 | $2.16M | Sell |
20,666
-892
| -4% | -$93.2K | 7.58% | 4 |
|
|
2022
Q2 | $2.43M | Sell |
21,558
-37,460
| -63% | -$4.22M | 6.05% | 7 |
|
|
2022
Q1 | $8.05M | Sell |
59,018
-27,740
| -32% | -$3.78M | 6.59% | 7 |
|
|
2021
Q4 | $13.7M | Buy |
86,758
+13,433
| +18% | +$2.13M | 8.65% | 2 |
|
|
2021
Q3 | $12M | Buy |
73,325
+24,700
| +51% | +$4.04M | 8.8% | 3 |
|
|
2021
Q2 | $7.56M | Sell |
48,625
-22,375
| -32% | -$3.48M | 5.69% | 6 |
|
|
2021
Q1 | $10.8M | Buy |
71,000
+8,725
| +14% | +$1.33M | 8.59% | 3 |
|
|
2020
Q4 | $7.91M | Buy |
+62,275
| New | +$7.91M | 6.24% | 3 |
|