EWA
EP Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219M | Buy |
754,053
+49,448
| +7% | +$14.3M | 1.44% | 17 |
|
|
2025
Q1 | $173M | Buy |
704,605
+19,671
| +3% | +$4.83M | 1.38% | 16 |
|
|
2024
Q4 | $164M | Sell |
684,934
-9,245
| -1% | -$2.22M | 1.34% | 18 |
|
|
2024
Q3 | $146M | Buy |
694,179
+44,701
| +7% | +$9.43M | 1.26% | 19 |
|
|
2024
Q2 | $131M | Buy |
649,478
+8,621
| +1% | +$1.74M | 1.4% | 15 |
|
|
2024
Q1 | $128M | Buy |
640,857
+4,253
| +0.7% | +$852K | 1.5% | 10 |
|
|
2023
Q4 | $108M | Buy |
636,604
+11,892
| +2% | +$2.02M | 1.38% | 13 |
|
|
2023
Q3 | $90.6M | Buy |
624,712
+324,712
| +108% | +$47.1M | 1.41% | 12 |
|
|
2023
Q2 | $90.5M | Buy |
300,000
+291,533
| +3,443% | +$87.9M | 1.3% | 13 |
|
|
2023
Q1 | $443K | Sell |
8,467
-576,115
| -99% | -$30.1M | 0.01% | 420 |
|
|
2022
Q4 | $78.4M | Buy |
584,582
+16,163
| +3% | +$2.17M | 1.41% | 11 |
|
|
2022
Q3 | $59.4M | Buy |
568,419
+42,122
| +8% | +$4.4M | 1.35% | 13 |
|
|
2022
Q2 | $59.3M | Buy |
526,297
+41,879
| +9% | +$4.72M | 1.33% | 12 |
|
|
2022
Q1 | $66M | Buy |
484,418
+18,180
| +4% | +$2.48M | 1.45% | 9 |
|
|
2021
Q4 | $73.8M | Buy |
466,238
+10,400
| +2% | +$1.65M | 1.75% | 8 |
|
|
2021
Q3 | $74.6M | Buy |
455,838
+22,829
| +5% | +$3.74M | 2.05% | 5 |
|
|
2021
Q2 | $67.4M | Buy |
433,009
+6,219
| +1% | +$967K | 1.87% | 5 |
|
|
2021
Q1 | $65M | Buy |
426,790
+33,459
| +9% | +$5.09M | 2.07% | 5 |
|
|
2020
Q4 | $50M | Buy |
393,331
+15,459
| +4% | +$1.96M | 1.76% | 8 |
|
|
2020
Q3 | $36.4M | Buy |
377,872
+29,931
| +9% | +$2.88M | 1.57% | 9 |
|
|
2020
Q2 | $32.7M | Buy |
347,941
+19,770
| +6% | +$1.86M | 1.4% | 11 |
|
|
2020
Q1 | $29.5M | Buy |
328,171
+27,003
| +9% | +$2.43M | 1.45% | 10 |
|
|
2019
Q4 | $42M | Sell |
301,168
-2,384
| -0.8% | -$332K | 1.73% | 8 |
|
|
2019
Q3 | $35.7M | Sell |
303,552
-3,362
| -1% | -$396K | 1.77% | 8 |
|
|
2019
Q2 | $34.3M | Buy |
306,914
+65,076
| +27% | +$7.28M | 2.14% | 7 |
|
|
2019
Q1 | $24.5M | Buy |
241,838
+8,291
| +4% | +$839K | 2.35% | 7 |
|
|
2018
Q4 | $22.8M | Buy |
233,547
+19,383
| +9% | +$1.89M | 1.76% | 9 |
|
|
2018
Q3 | $24.2M | Buy |
214,164
+9,776
| +5% | +$1.1M | 1.89% | 7 |
|
|
2018
Q2 | $21.3M | Buy |
204,388
+6,623
| +3% | +$690K | 2.01% | 7 |
|
|
2018
Q1 | $21.7M | Sell |
197,765
-995
| -0.5% | -$109K | 2.1% | 7 |
|
|
2017
Q4 | $21.3M | Buy |
198,760
+3,315
| +2% | +$355K | 2.24% | 6 |
|
|
2017
Q3 | $18.7M | Buy |
195,445
+2,445
| +1% | +$234K | 2.16% | 6 |
|
|
2017
Q2 | $17.6M | Buy |
193,000
+8,235
| +4% | +$753K | 2.16% | 6 |
|
|
2017
Q1 | $16.2M | Sell |
184,765
-10,204
| -5% | -$896K | 2.24% | 7 |
|
|
2016
Q4 | $15M | Sell |
194,969
-5,332
| -3% | -$411K | 2.19% | 8 |
|
|
2016
Q3 | $13.3M | Sell |
200,301
-1,752
| -0.9% | -$117K | 2.08% | 8 |
|
|
2016
Q2 | $12.6M | Sell |
202,053
-12,576
| -6% | -$781K | 2% | 9 |
|
|
2016
Q1 | $12.7M | Sell |
214,629
-34,899
| -14% | -$2.07M | 1.95% | 11 |
|
|
2015
Q4 | $16.5M | Buy |
249,528
+1,300
| +0.5% | +$85.8K | 2.77% | 4 |
|
|
2015
Q3 | $15.1M | Sell |
248,228
-2,817
| -1% | -$172K | 2.88% | 6 |
|
|
2015
Q2 | $17M | Buy |
251,045
+46
| +0% | +$3.12K | 3.19% | 4 |
|
|
2015
Q1 | $15.2M | Buy |
250,999
+9,015
| +4% | +$546K | 2.86% | 5 |
|
|
2014
Q4 | $15.1M | Buy |
241,984
+3,042
| +1% | +$190K | 2.5% | 6 |
|
|
2014
Q3 | $14.4M | Buy |
238,942
+12,187
| +5% | +$734K | 2.33% | 8 |
|
|
2014
Q2 | $13.1M | Buy |
226,755
+13,669
| +6% | +$788K | 3.04% | 7 |
|
|
2014
Q1 | $12.9M | Buy |
213,086
+9,640
| +5% | +$585K | 3.54% | 4 |
|
|
2013
Q4 | $11.9M | Buy |
203,446
+4,787
| +2% | +$280K | 3.09% | 6 |
|
|
2013
Q3 | $10.3M | Buy |
198,659
+6,603
| +3% | +$341K | 3.23% | 5 |
|
|
2013
Q2 | $10.1M | Buy |
+192,056
| New | +$10.1M | 3.66% | 5 |
|