Back to RWA WEALTH PARTNERS, LLC RWA WEALTH PARTNERS, LLC

JPMJPM
Showing 8 of 30 quarters

Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in JPMORGAN CHASE & CO

RWA WEALTH PARTNERS, LLC holds 401,962 shares of JPM (JPMORGAN CHASE & CO), worth $131.6M as of 2026-Q2. The position was increased (+2.8% shares). JPM represents 1.3% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$131.6M

Current Shares

401,962

Total Value Change

+$40.1M

Total Shares Change

-31,634

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
401,962
+2.8%
$131.6M1.3%$325.86
49
2026-Q1
Increased
390,917
+2.1%
$115M1.3%$300.26
48
2025-Q4
Decreased
382,891
-1.9%
$123.4M1.3%$321.97
0
2025-Q3
Decreased
390,461
-9.5%
$123.2M1.4%$312.75
0
2025-Q2
Increased
431,284
+0.9%
$125M1.6%$283.07
48
2025-Q1
Decreased
427,625
-2.2%
$104.9M1.3%$237.97
0
2024-Q4
Increased
437,097
+0.8%
$104.8M1.3%$233.31
47
2024-Q3
Increased
433,596
+6.5%
$91.4M1.1%$203.96
50

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used