EGA
E&G Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.97M | Sell |
31,016
-797
| -3% | -$231K | 2.33% | 7 |
|
|
2025
Q1 | $7.79M | Sell |
31,813
-385
| -1% | -$94.3K | 2.2% | 6 |
|
|
2024
Q4 | $7.71M | Sell |
32,198
-240
| -0.7% | -$57.4K | 2.09% | 7 |
|
|
2024
Q3 | $6.83M | Buy |
32,438
+100
| +0.3% | +$21.1K | 1.89% | 9 |
|
|
2024
Q2 | $6.53M | Buy |
32,338
+376
| +1% | +$76K | 1.92% | 9 |
|
|
2024
Q1 | $6.4M | Buy |
31,962
+614
| +2% | +$123K | 2.01% | 7 |
|
|
2023
Q4 | $5.33M | Sell |
31,348
-1,049
| -3% | -$178K | 1.89% | 8 |
|
|
2023
Q3 | $4.7M | Sell |
32,397
-130
| -0.4% | -$18.9K | 1.72% | 8 |
|
|
2023
Q2 | $4.73M | Sell |
32,527
-500
| -2% | -$72.7K | 1.65% | 9 |
|
|
2023
Q1 | $4.3M | Sell |
33,027
-299
| -0.9% | -$39K | 1.59% | 9 |
|
|
2022
Q4 | $4.47M | Sell |
33,326
-650
| -2% | -$87.2K | 1.68% | 10 |
|
|
2022
Q3 | $3.55M | Sell |
33,976
-676
| -2% | -$70.6K | 1.31% | 12 |
|
|
2022
Q2 | $3.9M | Buy |
34,652
+350
| +1% | +$39.4K | 1.32% | 11 |
|
|
2022
Q1 | $4.68M | Sell |
34,302
-700
| -2% | -$95.4K | 1.28% | 14 |
|
|
2021
Q4 | $5.54M | Sell |
35,002
-150
| -0.4% | -$23.8K | 1.38% | 14 |
|
|
2021
Q3 | $5.75M | Buy |
+35,152
| New | +$5.75M | 1.56% | 13 |
|
|
2021
Q2 | – | Sell |
-35,312
| Closed | -$5.38M | – | 13 |
|
|
2021
Q1 | $5.38M | Buy |
35,312
+249
| +0.7% | +$37.9K | 1.58% | 11 |
|
|
2020
Q4 | $4.46M | Sell |
35,063
-350
| -1% | -$44.5K | 1.38% | 14 |
|
|
2020
Q3 | $3.41M | Buy |
35,413
+503
| +1% | +$48.4K | 1.17% | 15 |
|
|
2020
Q2 | $3.28M | Buy |
34,910
+1,545
| +5% | +$145K | 1.27% | 14 |
|
|
2020
Q1 | $3M | Sell |
33,365
-6,190
| -16% | -$557K | 1.48% | 12 |
|
|
2019
Q4 | $5.51M | Sell |
39,555
-1,400
| -3% | -$195K | 2.05% | 7 |
|
|
2019
Q3 | $4.82M | Sell |
40,955
-2,598
| -6% | -$306K | 1.93% | 7 |
|
|
2019
Q2 | $4.87M | Buy |
43,553
+1
| +0% | +$112 | 2.08% | 7 |
|
|
2019
Q1 | $4.41M | Sell |
43,552
-1,723
| -4% | -$174K | 1.94% | 6 |
|
|
2018
Q4 | $4.42M | Buy |
45,275
+1,475
| +3% | +$144K | 2% | 6 |
|
|
2018
Q3 | $4.94M | Buy |
43,800
+1,627
| +4% | +$184K | 1.88% | 6 |
|
|
2018
Q2 | $4.39M | Buy |
42,173
+1,401
| +3% | +$146K | 1.84% | 6 |
|
|
2018
Q1 | $4.48M | Sell |
40,772
-3,199
| -7% | -$352K | 1.93% | 6 |
|
|
2017
Q4 | $4.7M | Sell |
43,971
-5,475
| -11% | -$585K | 1.98% | 6 |
|
|
2017
Q3 | $4.72M | Sell |
49,446
-89
| -0.2% | -$8.5K | 2.13% | 6 |
|
|
2017
Q2 | $4.53M | Sell |
49,535
-1,000
| -2% | -$91.4K | 2.18% | 6 |
|
|
2017
Q1 | $4.44M | Buy |
50,535
+2,800
| +6% | +$246K | 2.28% | 6 |
|
|
2016
Q4 | $4.12M | Sell |
47,735
-7,725
| -14% | -$667K | 2.44% | 6 |
|
|
2016
Q3 | $3.69M | Sell |
55,460
-1,200
| -2% | -$79.9K | 2.17% | 7 |
|
|
2016
Q2 | $3.52M | Buy |
56,660
+1,051
| +2% | +$65.3K | 2.14% | 8 |
|
|
2016
Q1 | $3.29M | Buy |
55,609
+481
| +0.9% | +$28.5K | 2.15% | 10 |
|
|
2015
Q4 | $3.64M | Buy |
55,128
+4,550
| +9% | +$300K | 2.18% | 13 |
|
|
2015
Q3 | $3.08M | Buy |
50,578
+7,675
| +18% | +$468K | 1.96% | 13 |
|
|
2015
Q2 | $2.91M | Buy |
42,903
+5,800
| +16% | +$393K | 1.7% | 15 |
|
|
2015
Q1 | $2.25M | Buy |
37,103
+1,900
| +5% | +$115K | 1.33% | 19 |
|
|
2014
Q4 | $2.2M | Sell |
35,203
-5,200
| -13% | -$325K | 1.43% | 16 |
|
|
2014
Q3 | $2.43M | Buy |
40,403
+125
| +0.3% | +$7.53K | 1.56% | 16 |
|
|
2014
Q2 | $2.32M | Buy |
40,278
+3,000
| +8% | +$173K | 1.5% | 18 |
|
|
2014
Q1 | $2.26M | Buy |
37,278
+9,197
| +33% | +$558K | 1.78% | 11 |
|
|
2013
Q4 | $1.64M | Buy |
+28,081
| New | +$1.64M | 1.54% | 18 |
|