Position history for RWA WEALTH PARTNERS, LLC's holdings in JPMORGAN CHASE & CO
RWA WEALTH PARTNERS, LLC holds 382,891 shares of JPM (JPMORGAN CHASE & CO), worth $123.4M as of 2025-Q4. The position was decreased (-1.9% shares). JPM represents 1.3% of RWA WEALTH PARTNERS, LLC's portfolio.
Current Value
$123.4M
Current Shares
382,891
Total Value Change
+$41M
Total Shares Change
-24,327
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 382,891 |
-1.9% |
| $123.4M |
| 1.3% |
| $321.97 |
0 |
| 2025-Q3 | Decreased | 390,461 | -9.5% | $123.2M | 1.4% | $312.75 | 0 |
| 2025-Q2 | Increased | 431,284 | +0.9% | $125M | 1.6% | $283.07 | 48 |
| 2025-Q1 | Decreased | 427,625 | -2.2% | $104.9M | 1.3% | $237.97 | 0 |
| 2024-Q4 | Increased | 437,097 | +0.8% | $104.8M | 1.3% | $233.31 | 47 |
| 2024-Q3 | Increased | 433,596 | +6.5% | $91.4M | 1.1% | $203.96 | 50 |
| 2024-Q2 | Decreased | 407,218 | -1.3% | $82.4M | 1.1% | $194.90 | 0 |