EP Wealth Advisors’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
Q2 | $219M | Buy |
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|
2025
Q1 | $173M | Buy |
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|
2024
Q4 | $164M | Sell |
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|
2024
Q3 | $146M | Buy |
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|
2024
Q2 | $131M | Buy |
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|
2024
Q1 | $128M | Buy |
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|
2023
Q4 | $108M | Buy |
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|
2023
Q3 | $90.6M | Buy |
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|
2023
Q2 | $90.5M | Buy |
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|
2023
Q1 | $443K | Sell |
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|
2022
Q4 | $78.4M | Buy |
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|
2022
Q3 | $59.4M | Buy |
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|
2022
Q2 | $59.3M | Buy |
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|
2022
Q1 | $66M | Buy |
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|
2021
Q4 | $73.8M | Buy |
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|
2021
Q3 | $74.6M | Buy |
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|
2021
Q2 | $67.3M | Buy |
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|
2021
Q1 | $65M | Buy |
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|
2020
Q4 | $50M | Buy |
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|
2020
Q3 | $36.4M | Buy |
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|
2020
Q2 | $32.7M | Buy |
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|
2020
Q1 | $29.5M | Buy |
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|
2019
Q4 | $42M | Sell |
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|
2019
Q3 | $35.7M | Sell |
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|
2019
Q2 | $34.3M | Buy |
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|
2019
Q1 | $24.5M | Buy |
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|
2018
Q4 | $22.8M | Buy |
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|
2018
Q3 | $24.2M | Buy |
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|
2018
Q2 | $21.3M | Buy |
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|
2018
Q1 | $21.7M | Sell |
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|
2017
Q4 | $21.3M | Buy |
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|
2017
Q3 | $18.7M | Buy |
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|
2017
Q2 | $17.6M | Buy |
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|
2017
Q1 | $16.2M | Sell |
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|
2016
Q4 | $15M | Sell |
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|
2016
Q3 | $13.3M | Sell |
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|
2016
Q2 | $12.6M | Sell |
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|
2016
Q1 | $12.7M | Sell |
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|
2015
Q4 | $16.5M | Buy |
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|
2015
Q3 | $15.1M | Sell |
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|
2015
Q2 | $17M | Buy |
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|
2015
Q1 | $15.2M | Buy |
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|
2014
Q4 | $15.1M | Buy |
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|
2014
Q3 | $14.4M | Buy |
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|
2014
Q2 | $13.1M | Buy |
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|
2014
Q1 | $12.9M | Buy |
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|
2013
Q4 | $11.9M | Buy |
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|
2013
Q3 | $10.3M | Buy |
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|
2013
Q2 | $10.1M | Buy |
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