EA
Ellsworth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
8,225
-924
| -10% | -$268K | 0.58% | 60 |
|
|
2025
Q1 | $2.24M | Buy |
9,149
+273
| +3% | +$67K | 0.59% | 53 |
|
|
2024
Q4 | $2.13M | Buy |
8,876
+630
| +8% | +$151K | 0.56% | 58 |
|
|
2024
Q3 | $1.74M | Buy |
8,246
+904
| +12% | +$191K | 0.45% | 59 |
|
|
2024
Q2 | $1.49M | Buy |
7,342
+739
| +11% | +$149K | 0.41% | 67 |
|
|
2024
Q1 | $1.21M | Buy |
6,603
+195
| +3% | +$35.6K | 0.35% | 69 |
|
|
2023
Q4 | $1.09M | Buy |
6,408
+503
| +9% | +$85.6K | 0.34% | 69 |
|
|
2023
Q3 | $858K | Buy |
5,905
+1,668
| +39% | +$242K | 0.3% | 72 |
|
|
2023
Q2 | $616K | Buy |
4,237
+240
| +6% | +$34.9K | 0.21% | 84 |
|
|
2023
Q1 | $521K | Buy |
3,997
+853
| +27% | +$111K | 0.18% | 89 |
|
|
2022
Q4 | $429K | Buy |
3,144
+728
| +30% | +$99.4K | 0.16% | 101 |
|
|
2022
Q3 | $252K | Sell |
2,416
-581
| -19% | -$60.6K | 0.11% | 128 |
|
|
2022
Q2 | $338K | Buy |
2,997
+489
| +19% | +$55.1K | 0.14% | 106 |
|
|
2022
Q1 | $330K | Buy |
+2,508
| New | +$330K | 0.12% | 119 |
|
|
2021
Q4 | – | Sell |
-1,699
| Closed | -$278K | – | 164 |
|
|
2021
Q3 | $278K | Sell |
1,699
-143
| -8% | -$23.4K | 0.13% | 126 |
|
|
2021
Q2 | $287K | Buy |
1,842
+1
| +0.1% | +$156 | 0.14% | 125 |
|
|
2021
Q1 | $280K | Buy |
+1,841
| New | +$280K | 0.17% | 121 |
|