EWS
Eagle Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
8,050
-1,130
| -12% | -$328K | 1.31% | 13 |
|
|
2025
Q1 | $2.25M | Buy |
9,180
+199
| +2% | +$48.8K | 1.38% | 12 |
|
|
2024
Q4 | $2.15M | Sell |
8,981
-51
| -0.6% | -$12.2K | 1.56% | 10 |
|
|
2024
Q3 | $1.9M | Buy |
9,032
+55
| +0.6% | +$11.6K | 1.39% | 12 |
|
|
2024
Q2 | $1.82M | Buy |
8,977
+648
| +8% | +$131K | 1.47% | 11 |
|
|
2024
Q1 | $1.66M | Sell |
8,329
-93
| -1% | -$18.5K | 1.35% | 12 |
|
|
2023
Q4 | $1.43M | Buy |
+8,422
| New | +$1.43M | 0.86% | 16 |
|