EWA
Encompass Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Buy |
2,027
+12
| +0.6% | +$3.48K | 0.22% | 54 |
|
|
2025
Q1 | $494K | Buy |
2,015
+2
| +0.1% | +$491 | 0.2% | 63 |
|
|
2024
Q4 | $482K | Sell |
2,013
-4
| -0.2% | -$959 | 0.19% | 62 |
|
|
2024
Q3 | $425K | Buy |
2,017
+3
| +0.1% | +$633 | 0.11% | 163 |
|
|
2024
Q2 | $407K | Buy |
2,014
+2
| +0.1% | +$405 | 0.11% | 154 |
|
|
2024
Q1 | $403K | Sell |
2,012
-29
| -1% | -$5.81K | 0.11% | 163 |
|
|
2023
Q4 | $347K | Buy |
2,041
+53
| +3% | +$9.02K | 0.1% | 155 |
|
|
2023
Q3 | $288K | Sell |
1,988
-196
| -9% | -$28.4K | 0.1% | 160 |
|
|
2023
Q2 | $318K | Buy |
2,184
+3
| +0.1% | +$436 | 0.1% | 161 |
|
|
2023
Q1 | $284K | Sell |
2,181
-224
| -9% | -$29.2K | 0.1% | 164 |
|
|
2022
Q4 | $322K | Buy |
2,405
+11
| +0.5% | +$1.48K | 0.12% | 147 |
|
|
2022
Q3 | $250K | Buy |
2,394
+175
| +8% | +$18.3K | 0.1% | 166 |
|
|
2022
Q2 | $250K | Sell |
2,219
-356
| -14% | -$40.1K | 0.09% | 170 |
|
|
2022
Q1 | $351K | Buy |
2,575
+92
| +4% | +$12.5K | 0.09% | 156 |
|
|
2021
Q4 | $393K | Buy |
2,483
+2
| +0.1% | +$317 | 0.1% | 154 |
|
|
2021
Q3 | $406K | Buy |
2,481
+1
| +0% | +$164 | 0.11% | 145 |
|
|
2021
Q2 | $385K | Hold |
2,480
| – | – | 0.09% | 156 |
|
|
2021
Q1 | $385K | Sell |
2,480
-166
| -6% | -$25.8K | 0.1% | 159 |
|
|
2020
Q4 | $336K | Buy |
+2,646
| New | +$336K | 0.19% | 77 |
|