Eagle Bay Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.14M Sell
2025
Q2
$1.47M Sell
2025
Q1
$1.27M Sell
2024
Q4
$1.31M Sell
2024
Q3
$1.31M Sell
2024
Q2
$1.31M Buy
2024
Q1
$1.21M Sell
2023
Q4
$1.08M Sell
2023
Q3
$1.06M Buy
2023
Q2
$826K Buy
2023
Q1
$726K Sell
2022
Q4
$842K Buy
2022
Q3
$625K Buy
2022
Q2
$617K Sell
2022
Q1
$854K Buy
2021
Q4
$742K Sell
2021
Q3
$886K Buy
2021
Q2
$592K Buy