EWM
Echo Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,700
| Closed | -$417K | – | 48 |
|
|
2025
Q1 | $417K | Hold |
1,700
| – | – | 0.28% | 34 |
|
|
2024
Q4 | $408K | Sell |
1,700
-171
| -9% | -$41K | 0.28% | 34 |
|
|
2024
Q3 | $399K | Sell |
1,871
-351
| -16% | -$74.9K | 0.28% | 32 |
|
|
2024
Q2 | $449K | Buy |
+2,222
| New | +$449K | 0.34% | 29 |
|