ES
Eagle Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
5,425
-35
| -0.6% | -$10.1K | 0.24% | 86 |
|
|
2025
Q1 | $1.34M | Buy |
5,460
+203
| +4% | +$49.8K | 0.23% | 92 |
|
|
2024
Q4 | $1.26M | Sell |
5,257
-398
| -7% | -$95.4K | 0.22% | 86 |
|
|
2024
Q3 | $1.19M | Buy |
5,655
+67
| +1% | +$14.1K | 0.22% | 90 |
|
|
2024
Q2 | $1.13M | Sell |
5,588
-6,126
| -52% | -$1.24M | 0.22% | 90 |
|
|
2024
Q1 | $2.35M | Buy |
11,714
+6,204
| +113% | +$1.24M | 0.52% | 50 |
|
|
2023
Q4 | $937K | Sell |
5,510
-12
| -0.2% | -$2.04K | 0.2% | 91 |
|
|
2023
Q3 | $801K | Buy |
5,522
+25
| +0.5% | +$3.63K | 0.2% | 92 |
|
|
2023
Q2 | $800K | Buy |
5,497
+77
| +1% | +$11.2K | 0.19% | 93 |
|
|
2023
Q1 | $706K | Buy |
5,420
+62
| +1% | +$8.08K | 0.18% | 95 |
|
|
2022
Q4 | $719K | Buy |
5,358
+33
| +0.6% | +$4.43K | 0.21% | 90 |
|
|
2022
Q3 | $556K | Buy |
5,325
+1,454
| +38% | +$152K | 0.29% | 63 |
|
|
2022
Q2 | $436K | Sell |
3,871
-1,385
| -26% | -$156K | 0.16% | 97 |
|
|
2022
Q1 | $717K | Buy |
5,256
+258
| +5% | +$35.2K | 0.28% | 68 |
|
|
2021
Q4 | $792K | Buy |
+4,998
| New | +$792K | 0.31% | 67 |
|