EGA
Eagle Global Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.2M | Sell |
173,204
-2,075
| -1% | -$602K | 2.03% | 14 |
|
|
2025
Q1 | $43M | Sell |
175,279
-8
| -0% | -$1.96K | 1.77% | 15 |
|
|
2024
Q4 | $42M | Buy |
175,287
+15,325
| +10% | +$3.67M | 1.72% | 15 |
|
|
2024
Q3 | $33.7M | Sell |
159,962
-777
| -0.5% | -$164K | 1.67% | 18 |
|
|
2024
Q2 | $32.5M | Sell |
160,739
-25,166
| -14% | -$5.09M | 1.72% | 18 |
|
|
2024
Q1 | $37.2M | Sell |
185,905
-906
| -0.5% | -$181K | 2.1% | 11 |
|
|
2023
Q4 | $31.8M | Sell |
186,811
-3,664
| -2% | -$623K | 1.92% | 11 |
|
|
2023
Q3 | $27.6M | Sell |
190,475
-713
| -0.4% | -$103K | 1.79% | 13 |
|
|
2023
Q2 | $27.8M | Sell |
191,188
-9,288
| -5% | -$1.35M | 1.83% | 11 |
|
|
2023
Q1 | $26.1M | Sell |
200,476
-1,537
| -0.8% | -$200K | 1.76% | 12 |
|
|
2022
Q4 | $27.1M | Sell |
202,013
-617
| -0.3% | -$82.7K | 1.87% | 15 |
|
|
2022
Q3 | $21.2M | Sell |
202,630
-2,913
| -1% | -$304K | 1.59% | 16 |
|
|
2022
Q2 | $23.1M | Sell |
205,543
-1,526
| -0.7% | -$172K | 1.71% | 15 |
|
|
2022
Q1 | $28.2M | Sell |
207,069
-107
| -0.1% | -$14.6K | 1.74% | 15 |
|
|
2021
Q4 | $32.8M | Sell |
207,176
-3,092
| -1% | -$490K | 2.07% | 12 |
|
|
2021
Q3 | $34.4M | Buy |
210,268
+3,254
| +2% | +$533K | 2.27% | 10 |
|
|
2021
Q2 | $32.2M | Buy |
207,014
+3,052
| +1% | +$475K | 2.08% | 11 |
|
|
2021
Q1 | $31M | Sell |
203,962
-2,247
| -1% | -$342K | 2.29% | 10 |
|
|
2020
Q4 | $26.2M | Sell |
206,209
-1,652
| -0.8% | -$210K | 2.06% | 10 |
|
|
2020
Q3 | $20M | Sell |
207,861
-1,378
| -0.7% | -$133K | 1.8% | 12 |
|
|
2020
Q2 | $19.7M | Buy |
209,239
+44,583
| +27% | +$4.19M | 1.78% | 14 |
|
|
2020
Q1 | $14.8M | Buy |
164,656
+1,484
| +0.9% | +$134K | 1.5% | 17 |
|
|
2019
Q4 | $22.7M | Sell |
163,172
-3,816
| -2% | -$532K | 1.15% | 20 |
|
|
2019
Q3 | $19.7M | Sell |
166,988
-115
| -0.1% | -$13.5K | 0.84% | 25 |
|
|
2019
Q2 | $18.7M | Sell |
167,103
-4,592
| -3% | -$513K | 0.75% | 33 |
|
|
2019
Q1 | $17.4M | Sell |
171,695
-5,872
| -3% | -$594K | 0.68% | 33 |
|
|
2018
Q4 | $17.3M | Buy |
177,567
+2,096
| +1% | +$205K | 0.75% | 27 |
|
|
2018
Q3 | $19.8M | Sell |
175,471
-79
| -0% | -$8.91K | 0.62% | 31 |
|
|
2018
Q2 | $18.3M | Buy |
175,550
+1,114
| +0.6% | +$116K | 0.58% | 37 |
|
|
2018
Q1 | $19.2M | Buy |
174,436
+1,828
| +1% | +$201K | 0.66% | 34 |
|
|
2017
Q4 | $18.5M | Buy |
172,608
+709
| +0.4% | +$75.8K | 0.58% | 36 |
|
|
2017
Q3 | $16.4M | Sell |
171,899
-172
| -0.1% | -$16.4K | 0.5% | 40 |
|
|
2017
Q2 | $15.7M | Buy |
172,071
+223
| +0.1% | +$20.4K | 0.45% | 42 |
|
|
2017
Q1 | $15.1M | Buy |
171,848
+842
| +0.5% | +$74K | 0.41% | 45 |
|
|
2016
Q4 | $14.8M | Buy |
171,006
+1,228
| +0.7% | +$106K | 0.4% | 49 |
|
|
2016
Q3 | $11.3M | Buy |
169,778
+2,159
| +1% | +$144K | 0.32% | 58 |
|
|
2016
Q2 | $10.4M | Buy |
167,619
+1,018
| +0.6% | +$63.3K | 0.31% | 62 |
|
|
2016
Q1 | $9.87M | Sell |
166,601
-837
| -0.5% | -$49.6K | 0.35% | 61 |
|
|
2015
Q4 | $11.1M | Buy |
167,438
+163
| +0.1% | +$10.8K | 0.38% | 59 |
|
|
2015
Q3 | $10.2M | Buy |
167,275
+303
| +0.2% | +$18.5K | 0.34% | 59 |
|
|
2015
Q2 | $11.3M | Buy |
166,972
+4,858
| +3% | +$329K | 0.29% | 63 |
|
|
2015
Q1 | $9.82M | Sell |
162,114
-572
| -0.4% | -$34.7K | 0.26% | 71 |
|
|
2014
Q4 | $10.2M | Sell |
162,686
-2,535
| -2% | -$159K | 0.26% | 61 |
|
|
2014
Q3 | $9.95M | Sell |
165,221
-1,935
| -1% | -$117K | 0.24% | 64 |
|
|
2014
Q2 | $9.63M | Sell |
167,156
-7,313
| -4% | -$421K | 0.24% | 63 |
|
|
2014
Q1 | $10.6M | Sell |
174,469
-3,979
| -2% | -$242K | 0.32% | 52 |
|
|
2013
Q4 | $10.4M | Sell |
178,448
-5,051
| -3% | -$295K | 0.33% | 56 |
|
|
2013
Q3 | $9.49M | Buy |
183,499
+46,839
| +34% | +$2.42M | 0.34% | 51 |
|
|
2013
Q2 | $7.21M | Buy |
+136,660
| New | +$7.21M | 0.27% | 66 |
|