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JPM
Showing 8 of 29 quarters

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

RWA WEALTH PARTNERS, LLC holds 390,917 shares of JPM (JPMORGAN CHASE & CO), worth $115M as of 2026-Q1. The position was increased (+2.1% shares). JPM represents 1.3% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$115M

Current Shares

390,917

Total Value Change

+$32.6M

Total Shares Change

-16,301

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Decreased
407,218
-1.3%
$82.4M1.1%$194.90
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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