Eagle Bay Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
5,069
-124
| -2% | -$36K | 1.21% | 21 |
|
|
2025
Q1 | $1.27M | Sell |
5,193
-285
| -5% | -$69.9K | 1.08% | 21 |
|
|
2024
Q4 | $1.31M | Sell |
5,478
-750
| -12% | -$180K | 0.83% | 23 |
|
|
2024
Q3 | $1.31M | Sell |
6,228
-258
| -4% | -$54.4K | 0.5% | 43 |
|
|
2024
Q2 | $1.31M | Buy |
6,486
+424
| +7% | +$85.8K | 0.79% | 25 |
|
|
2024
Q1 | $1.21M | Sell |
6,062
-269
| -4% | -$53.9K | 0.77% | 26 |
|
|
2023
Q4 | $1.08M | Sell |
6,331
-985
| -13% | -$168K | 0.68% | 29 |
|
|
2023
Q3 | $1.06M | Buy |
7,316
+1,639
| +29% | +$238K | 0.49% | 38 |
|
|
2023
Q2 | $826K | Buy |
5,677
+102
| +2% | +$14.8K | 0.47% | 41 |
|
|
2023
Q1 | $726K | Sell |
5,575
-703
| -11% | -$91.6K | 0.4% | 43 |
|
|
2022
Q4 | $842K | Buy |
6,278
+300
| +5% | +$40.2K | 0.47% | 39 |
|
|
2022
Q3 | $625K | Buy |
5,978
+502
| +9% | +$52.5K | 0.39% | 46 |
|
|
2022
Q2 | $617K | Sell |
5,476
-791
| -13% | -$89.1K | 0.37% | 47 |
|
|
2022
Q1 | $854K | Buy |
6,267
+1,581
| +34% | +$215K | 0.7% | 30 |
|
|
2021
Q4 | $742K | Sell |
4,686
-739
| -14% | -$117K | 0.47% | 29 |
|
|
2021
Q3 | $886K | Buy |
5,425
+1,658
| +44% | +$271K | 0.5% | 31 |
|
|
2021
Q2 | $592K | Buy |
+3,767
| New | +$592K | 0.48% | 32 |
|