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RVW Wealth, LLC

SEC CIK
0001756543
Latest filing
Jul 7, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by RVW Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
3,365
Value
$1.10M
% of portfolio
0.1%
Quarters held
13
Since Q4 2021
Holdings of JPM by RVW Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,365$1.10M0.1%−73−2.1%ReducedHolders
Q1 20263,438$1.01M0.1%−1,230−26.3%ReducedHolders
Q4 20254,668$1.50M0.1%+5+0.1%AddedHolders
Q3 20254,663$1.47M0.1%−52−1.1%ReducedHolders
Q2 20254,715$1.37M0.1%+727+18.2%AddedHolders
Q1 20253,988$978.3K0.1%+2,523+172.2%AddedHolders
Q4 20241,465$351.2K<0.1%−296−16.8%ReducedHolders
Q3 20241,761$371.4K<0.1%+479+37.4%AddedHolders
Q2 20241,282$259.3K<0.1%+1,282NewHolders
Q4 20230$00.0%−868−100.0%Sold outHolders
Q3 2023868$125.9K<0.1%+868NewHolders
Q1 20230$00.0%−2,145−100.0%Sold outHolders
Q4 20222,145$287.6K<0.1%+2,145NewHolders
Q2 20220$00.0%−1,694−100.0%Sold outHolders
Q1 20221,694$231.0K<0.1%+130+8.3%AddedHolders
Q4 20211,564$248.0K<0.1%+1,564NewHolders