EFG
Embree Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Buy |
47,996
+471
| +1% | +$137K | 2.1% | 9 |
|
|
2025
Q1 | $11.7M | Buy |
47,525
+1,430
| +3% | +$351K | 1.95% | 10 |
|
|
2024
Q4 | $11M | Buy |
46,095
+175
| +0.4% | +$41.9K | 1.89% | 11 |
|
|
2024
Q3 | $9.68M | Buy |
45,920
+6
| +0% | +$1.27K | 1.72% | 12 |
|
|
2024
Q2 | $9.29M | Sell |
45,914
-439
| -0.9% | -$88.8K | 1.78% | 12 |
|
|
2024
Q1 | $9.28M | Sell |
46,353
-1,799
| -4% | -$360K | 1.82% | 10 |
|
|
2023
Q4 | $8.19M | Buy |
+48,152
| New | +$8.19M | 1.72% | 11 |
|