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Echo45 Advisors’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $542K | Sell |
1,868
-18
| -1% | -$5.22K | 0.34% | 32 |
|
2025
Q1 | $463K | Sell |
1,886
-93
| -5% | -$22.8K | 0.31% | 34 |
|
2024
Q4 | $481K | Buy |
1,979
+156
| +9% | +$38K | 0.32% | 32 |
|
2024
Q3 | $383K | Sell |
1,823
-123
| -6% | -$25.8K | 0.25% | 34 |
|
2024
Q2 | $394K | Sell |
1,946
-200
| -9% | -$40.5K | 0.28% | 30 |
|
2024
Q1 | $430K | Buy |
2,146
+17
| +0.8% | +$3.41K | 0.31% | 27 |
|
2023
Q4 | $362K | Buy |
2,129
+376
| +21% | +$64K | 0.28% | 29 |
|
2023
Q3 | $254K | Sell |
1,753
-20
| -1% | -$2.9K | 0.22% | 32 |
|
2023
Q2 | $258K | Sell |
1,773
-99
| -5% | -$14.4K | 0.21% | 34 |
|
2023
Q1 | $244K | Buy |
1,872
+60
| +3% | +$7.82K | 0.2% | 38 |
|
2022
Q4 | $243K | Sell |
1,812
-179
| -9% | -$24K | 0.22% | 41 |
|
2022
Q3 | $208K | Sell |
1,991
-621
| -24% | -$64.9K | 0.21% | 37 |
|
2022
Q2 | $294K | Sell |
2,612
-1,384
| -35% | -$156K | 0.28% | 32 |
|
2022
Q1 | $545K | Sell |
3,996
-924
| -19% | -$126K | 0.43% | 31 |
|
2021
Q4 | $779K | Buy |
+4,920
| New | +$779K | 0.62% | 27 |
|