EFM
E Fund Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.41M | Sell |
28,999
-10,835
| -27% | -$3.14M | 0.4% | 38 |
|
|
2025
Q1 | $9.77M | Buy |
39,834
+6,093
| +18% | +$1.49M | 0.47% | 30 |
|
|
2024
Q4 | $8.09M | Buy |
33,741
+11,980
| +55% | +$2.87M | 0.41% | 32 |
|
|
2024
Q3 | $4.59M | Buy |
21,761
+3,892
| +22% | +$821K | 0.24% | 43 |
|
|
2024
Q2 | $3.61M | Buy |
17,869
+1,908
| +12% | +$386K | 0.2% | 48 |
|
|
2024
Q1 | $3.2M | Buy |
15,961
+11,392
| +249% | +$2.28M | 0.2% | 57 |
|
|
2023
Q4 | $777K | Buy |
4,569
+33
| +0.7% | +$5.61K | 0.05% | 104 |
|
|
2023
Q3 | $658K | Sell |
4,536
-345
| -7% | -$50K | 0.05% | 104 |
|
|
2023
Q2 | $710K | Sell |
4,881
-583
| -11% | -$84.8K | 0.06% | 96 |
|
|
2023
Q1 | $712K | Sell |
5,464
-215
| -4% | -$28K | 0.05% | 101 |
|
|
2022
Q4 | $762K | Sell |
5,679
-260
| -4% | -$34.9K | 0.06% | 101 |
|
|
2022
Q3 | $621K | Buy |
5,939
+107
| +2% | +$11.2K | 0.06% | 111 |
|
|
2022
Q2 | $657K | Buy |
5,832
+67
| +1% | +$7.55K | 0.06% | 114 |
|
|
2022
Q1 | $786K | Sell |
5,765
-767
| -12% | -$105K | 0.03% | 98 |
|
|
2021
Q4 | $1.03M | Sell |
6,532
-36
| -0.5% | -$5.7K | 0.04% | 107 |
|
|
2021
Q3 | $1.08M | Buy |
+6,568
| New | +$1.08M | 0.04% | 87 |
|
|
2021
Q1 | $817K | Buy |
+5,364
| New | +$817K | 0.07% | 103 |
|