Eastover Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
993
+158
| +19% | +$45.8K | 0.13% | 40 |
|
|
2025
Q1 | $205K | Sell |
835
-28
| -3% | -$6.87K | 0.1% | 46 |
|
|
2024
Q4 | $207K | Sell |
863
-272
| -24% | -$65.2K | 0.1% | 47 |
|
|
2024
Q3 | $239K | Hold |
1,135
| – | – | 0.11% | 44 |
|
|
2024
Q2 | $237K | Hold |
1,135
| – | – | 0.11% | 44 |
|
|
2024
Q1 | $227K | Buy |
+1,135
| New | +$227K | 0.11% | 44 |
|