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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