EWM
Elevatus Welath Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Buy |
14,766
+10,650
| +259% | +$3.09M | 1.43% | 24 |
|
|
2025
Q1 | $1.01M | Sell |
4,116
-846
| -17% | -$208K | 0.57% | 33 |
|
|
2024
Q4 | $1.19M | Buy |
4,962
+679
| +16% | +$163K | 0.41% | 33 |
|
|
2024
Q3 | $903K | Buy |
4,283
+2,226
| +108% | +$469K | 0.3% | 42 |
|
|
2024
Q2 | $416K | Sell |
2,057
-111
| -5% | -$22.5K | 0.16% | 69 |
|
|
2024
Q1 | $434K | Sell |
2,168
-1,257
| -37% | -$252K | 0.17% | 58 |
|
|
2023
Q4 | $583K | Buy |
3,425
+1,926
| +128% | +$328K | 0.26% | 47 |
|
|
2023
Q3 | $217K | Buy |
+1,499
| New | +$217K | 0.2% | 62 |
|