EP
Edgestream Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Buy |
+58,583
| New | +$17M | 0.47% | 6 |
|
|
2025
Q1 | – | Sell |
-37,567
| Closed | -$9.01M | – | 939 |
|
|
2024
Q4 | $9.01M | Buy |
37,567
+27,906
| +289% | +$6.69M | 0.38% | 21 |
|
|
2024
Q3 | $2.04M | Buy |
9,661
+3,723
| +63% | +$785K | 0.09% | 399 |
|
|
2024
Q2 | $1.2M | Sell |
5,938
-18,763
| -76% | -$3.8M | 0.06% | 476 |
|
|
2024
Q1 | $4.95M | Sell |
24,701
-5,087
| -17% | -$1.02M | 0.25% | 109 |
|
|
2023
Q4 | $5.07M | Buy |
29,788
+20,264
| +213% | +$3.45M | 0.36% | 27 |
|
|
2023
Q3 | $1.38M | Buy |
9,524
+6,778
| +247% | +$983K | 0.11% | 290 |
|
|
2023
Q2 | $399K | Sell |
2,746
-10,942
| -80% | -$1.59M | 0.04% | 576 |
|
|
2023
Q1 | $1.78M | Buy |
+13,688
| New | +$1.78M | 0.2% | 173 |
|
|
2022
Q4 | – | Sell |
-15,744
| Closed | -$1.65M | – | 570 |
|
|
2022
Q3 | $1.65M | Sell |
15,744
-19,207
| -55% | -$2.01M | 0.13% | 217 |
|
|
2022
Q2 | $3.94M | Sell |
34,951
-15,094
| -30% | -$1.7M | 0.31% | 100 |
|
|
2022
Q1 | $6.82M | Sell |
50,045
-33,793
| -40% | -$4.61M | 0.54% | 31 |
|
|
2021
Q4 | $13.3M | Buy |
83,838
+54,336
| +184% | +$8.6M | 0.83% | 19 |
|
|
2021
Q3 | $4.83M | Sell |
29,502
-38,336
| -57% | -$6.27M | 0.3% | 111 |
|
|
2021
Q2 | $10.6M | Buy |
67,838
+56,492
| +498% | +$8.79M | 0.62% | 35 |
|
|
2021
Q1 | $1.73M | Sell |
11,346
-6,615
| -37% | -$1.01M | 0.1% | 255 |
|
|
2020
Q4 | $2.28M | Buy |
+17,961
| New | +$2.28M | 0.11% | 219 |
|
|
2020
Q3 | – | Sell |
-23,308
| Closed | -$2.19M | – | 325 |
|
|
2020
Q2 | $2.19M | Buy |
+23,308
| New | +$2.19M | 0.12% | 190 |
|
|
2020
Q1 | – | Sell |
-10,700
| Closed | -$1.49M | – | 344 |
|
|
2019
Q4 | $1.49M | Sell |
10,700
-9,023
| -46% | -$1.26M | 0.08% | 202 |
|
|
2019
Q3 | $2.32M | Buy |
+19,723
| New | +$2.32M | 0.22% | 129 |
|
|
2018
Q4 | – | Sell |
-14,234
| Closed | -$1.61M | – | 264 |
|
|
2018
Q3 | $1.61M | Buy |
14,234
+5,703
| +67% | +$643K | 0.27% | 122 |
|
|
2018
Q2 | $889K | Buy |
+8,531
| New | +$889K | 0.18% | 153 |
|
|
2018
Q1 | – | Sell |
-2,516
| Closed | -$269K | – | 256 |
|
|
2017
Q4 | $269K | Sell |
2,516
-2,009
| -44% | -$215K | 0.32% | 71 |
|
|
2017
Q3 | $432K | Buy |
+4,525
| New | +$432K | 0.23% | 78 |
|