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Eagle Capital Management (Louisiana)’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.34M Buy
21,857
+1
+0% +$290 2.79% 11
2025
Q1
$5.36M Sell
21,856
-93
-0.4% -$22.8K 2.37% 17
2024
Q4
$5.26M Buy
21,949
+13
+0.1% +$3.12K 2.12% 16
2024
Q3
$4.63M Buy
21,936
+69
+0.3% +$14.5K 1.93% 20
2024
Q2
$4.42M Buy
21,867
+84
+0.4% +$17K 1.95% 19
2024
Q1
$4.36M Buy
21,783
+813
+4% +$163K 1.96% 19
2023
Q4
$3.57M Buy
20,970
+129
+0.6% +$21.9K 1.74% 21
2023
Q3
$3.02M Buy
20,841
+9,781
+88% +$1.42M 1.66% 20
2023
Q2
$1.61M Buy
+11,060
New +$1.61M 0.9% 24
2022
Q3
Sell
-27,074
Closed -$3.05M 39
2022
Q2
$3.05M Buy
27,074
+132
+0.5% +$14.9K 1.81% 24
2022
Q1
$3.67M Buy
26,942
+528
+2% +$72K 1.37% 29
2021
Q4
$4.18M Buy
26,414
+855
+3% +$135K 1.1% 29
2021
Q3
$4.18M Buy
25,559
+383
+2% +$62.7K 1.14% 29
2021
Q2
$3.92M Buy
25,176
+406
+2% +$63.2K 1.11% 31
2021
Q1
$3.77M Buy
+24,770
New +$3.77M 1.15% 31
2020
Q1
Sell
-31,113
Closed -$4.34M 32
2019
Q4
$4.34M Sell
31,113
-9
-0% -$1.26K 2.27% 17
2019
Q3
$3.66M Buy
31,122
+22
+0.1% +$2.59K 2.06% 18
2019
Q2
$3.48M Buy
31,100
+247
+0.8% +$27.6K 1.88% 21
2019
Q1
$3.12M Buy
30,853
+4
+0% +$405 1.83% 21
2018
Q4
$3.01M Sell
30,849
-168
-0.5% -$16.4K 2.26% 19
2018
Q3
$3.5M Buy
31,017
+507
+2% +$57.2K 1.97% 21
2018
Q2
$3.18M Buy
30,510
+230
+0.8% +$24K 2% 19
2018
Q1
$3.33M Sell
30,280
-737
-2% -$81.1K 2.33% 17
2017
Q4
$3.32M Sell
31,017
-405
-1% -$43.3K 1.79% 21
2017
Q3
$3M Sell
31,422
-261
-0.8% -$24.9K 1.71% 23
2017
Q2
$2.9M Sell
31,683
-386
-1% -$35.3K 1.72% 22
2017
Q1
$2.82M Sell
32,069
-3,749
-10% -$329K 1.73% 21
2016
Q4
$3.09M Sell
35,818
-122
-0.3% -$10.5K 2.03% 24
2016
Q3
$2.39M Buy
+35,940
New +$2.39M 1.78% 33