EI
Ellevest Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
3,697
-188
| -5% | -$54.5K | 0.17% | 92 |
|
|
2025
Q1 | $953K | Buy |
3,885
+95
| +3% | +$23.3K | 0.06% | 109 |
|
|
2024
Q4 | $908K | Sell |
3,790
-404
| -10% | -$96.8K | 0.05% | 112 |
|
|
2024
Q3 | $884K | Buy |
4,194
+34
| +0.8% | +$7.17K | 0.05% | 121 |
|
|
2024
Q2 | $841K | Sell |
4,160
-774
| -16% | -$157K | 0.05% | 118 |
|
|
2024
Q1 | $988K | Buy |
4,934
+1,440
| +41% | +$288K | 0.06% | 97 |
|
|
2023
Q4 | $594K | Buy |
3,494
+730
| +26% | +$124K | 0.04% | 154 |
|
|
2023
Q3 | $401K | Buy |
2,764
+267
| +11% | +$38.7K | 0.03% | 197 |
|
|
2023
Q2 | $363K | Buy |
2,497
+1,286
| +106% | +$187K | 0.03% | 227 |
|
|
2023
Q1 | $158K | Sell |
1,211
-270
| -18% | -$35.2K | 0.01% | 360 |
|
|
2022
Q4 | $199K | Sell |
1,481
-2
| -0.1% | -$268 | 0.02% | 303 |
|
|
2022
Q3 | $155K | Sell |
1,483
-239
| -14% | -$25K | 0.01% | 322 |
|
|
2022
Q2 | $194K | Sell |
1,722
-93
| -5% | -$10.5K | 0.02% | 284 |
|
|
2022
Q1 | $247K | Sell |
1,815
-299
| -14% | -$40.7K | 0.02% | 283 |
|
|
2021
Q4 | $335K | Sell |
2,114
-170
| -7% | -$26.9K | 0.03% | 190 |
|
|
2021
Q3 | $374K | Sell |
2,284
-393
| -15% | -$64.4K | 0.04% | 141 |
|
|
2021
Q2 | $416K | Sell |
2,677
-2,502
| -48% | -$389K | 0.04% | 109 |
|
|
2021
Q1 | $788K | Buy |
5,179
+664
| +15% | +$101K | 0.1% | 54 |
|
|
2020
Q4 | $574K | Buy |
4,515
+370
| +9% | +$47K | 0.08% | 59 |
|
|
2020
Q3 | $399K | Buy |
4,145
+127
| +3% | +$12.2K | 0.07% | 75 |
|
|
2020
Q2 | $378K | Buy |
4,018
+1,236
| +44% | +$116K | 0.08% | 68 |
|
|
2020
Q1 | $250K | Buy |
2,782
+635
| +30% | +$57.1K | 0.07% | 73 |
|
|
2019
Q4 | $299K | Buy |
2,147
+949
| +79% | +$132K | 0.08% | 43 |
|
|
2019
Q3 | $141K | Sell |
1,198
-35
| -3% | -$4.12K | 0.05% | 66 |
|
|
2019
Q2 | $138K | Buy |
1,233
+940
| +321% | +$105K | 0.05% | 67 |
|
|
2019
Q1 | $30K | Buy |
+293
| New | +$30K | 0.01% | 124 |
|