Encompass More Asset Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$701K Sell
2025
Q2
$664K Sell
2025
Q1
$893K Buy
2024
Q4
$755K Buy
2024
Q3
$628K Buy
2024
Q2
$443K Buy
2024
Q1
$422K Buy
2023
Q4
$247K Buy