Roberts Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Roberts Wealth Advisors, LLC

$363 Million
Q4 2025

A detailed history of Roberts Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 23,096 shares of JPM stock, worth $6.94 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

23,096

Previous 24,481 5.66%

Holding current value

$6.94 Million

Previous $7.72 Million 10.17%

% of portfolio

1.91%

Previous 2.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$294.11 - $320.41 $407,342 - $443,767	-1,385 Reduced 5.66%	23,096 $6.94 Million
Q3 2025 Oct 20, 2025	SELL	$282.78 - $316.06 $150,156 - $167,827	-531 Reduced 2.12%	24,481 $7.72 Million
Q2 2025 Jul 22, 2025	BUY	$210.28 - $289.91 $31,752 - $43,776	151 Added 0.61%	25,012 $7.25 Million
Q1 2025 Apr 21, 2025	SELL	$225.19 - $279.95 $155,606 - $193,445	-691 Reduced 2.7%	24,861 $6.1 Million
Q4 2024 Jan 16, 2025	SELL	$205.18 - $250.29 $2.53 Million - $3.08 Million	-12,324 Reduced 32.54%	25,552 $6.13 Million

Q3 2024 Oct 15, 2024	BUY	$194.9 - $224.8 $142,666 - $164,553	732 Added 1.97%	37,876 $7.98 Million
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $40,337 - $45,872	224 Added 0.61%	37,144 $7.51 Million
Q1 2024 Apr 17, 2024	SELL	$167.09 - $200.3 $24,562 - $29,444	-147 Reduced 0.4%	36,920 $7.4 Million
Q4 2023 Jan 17, 2024	SELL	$135.69 - $170.3 $42,063 - $52,793	-310 Reduced 0.83%	37,067 $18.9 Million
Q3 2023 Oct 17, 2023	SELL	$143.21 - $158.0 $17,614 - $19,434	-123 Reduced 0.33%	37,377 $5.42 Million
Q2 2023 Jul 12, 2023	SELL	$127.47 - $145.44 $82,728 - $94,390	-649 Reduced 1.7%	37,500 $5.45 Million
Q1 2023 Apr 11, 2023	BUY	$124.91 - $143.8 $76,569 - $88,149	613 Added 1.63%	38,149 $4.97 Million
Q4 2022 Jan 10, 2023	BUY	$101.96 - $137.84 $107,567 - $145,421	1,055 Added 2.89%	37,536 $0
Q3 2022 Oct 13, 2022	BUY	$20.73 - $120.58 $265,385 - $1.54 Million	12,802 Added 54.06%	36,481 $3.95 Million
Q2 2022 Jul 11, 2022	BUY	$112.61 - $135.91 $65,764 - $79,371	584 Added 2.53%	23,679 $2.71 Million
Q1 2022 Apr 12, 2022	BUY	$128.3 - $168.44 $19,373 - $25,434	151 Added 0.66%	23,095 $3.13 Million
Q4 2021 Jan 12, 2022	SELL	$153.94 - $171.78 $80,048 - $89,325	-520 Reduced 2.22%	22,944 $3.71 Million
Q3 2021 Oct 12, 2021	BUY	$146.97 - $166.98 $3.45 Million - $3.92 Million	23,464 New	23,464 $3.84 Million

Others Institutions Holding JPM

# of Institutions

5,446

Shares Held

1.97B

Call Options Held

27.7M

Put Options Held

31.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $881B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Roberts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roberts Wealth Advisors, LLC with notifications on news.

Account

Roberts Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History