EWM
EPG Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.07M | Sell |
20,946
-2,515
| -11% | -$729K | 1.82% | 11 |
|
|
2025
Q1 | $5.75M | Sell |
23,461
-1,523
| -6% | -$374K | 1.6% | 12 |
|
|
2024
Q4 | $5.99M | Sell |
24,984
-1,778
| -7% | -$426K | 1.58% | 12 |
|
|
2024
Q3 | $5.64M | Buy |
+26,762
| New | +$5.64M | 1.42% | 13 |
|
|
2024
Q2 | – | Sell |
-29,180
| Closed | -$5.84M | – | 13 |
|
|
2024
Q1 | $5.84M | Sell |
29,180
-186
| -0.6% | -$37.3K | 1.43% | 12 |
|
|
2023
Q4 | $5.12M | Sell |
29,366
-1,926
| -6% | -$336K | 1.35% | 14 |
|
|
2023
Q3 | $4.54M | Buy |
31,292
+157
| +0.5% | +$22.8K | 1.37% | 14 |
|
|
2023
Q2 | $4.53M | Buy |
31,135
+2
| +0% | +$291 | 1.34% | 14 |
|
|
2023
Q1 | $4.06M | Buy |
31,133
+6,464
| +26% | +$842K | 1.28% | 14 |
|
|
2022
Q4 | $3.31M | Sell |
24,669
-183
| -0.7% | -$24.5K | 1.26% | 15 |
|
|
2022
Q3 | $2.6M | Buy |
24,852
+2,518
| +11% | +$263K | 1.07% | 16 |
|
|
2022
Q2 | $2.52M | Buy |
22,334
+93
| +0.4% | +$10.5K | 1.07% | 16 |
|
|
2022
Q1 | $3.03M | Buy |
22,241
+2,331
| +12% | +$318K | 1.05% | 19 |
|
|
2021
Q4 | $3.15M | Buy |
19,910
+3,868
| +24% | +$613K | 1.11% | 18 |
|
|
2021
Q3 | $2.63M | Buy |
16,042
+740
| +5% | +$121K | 1.05% | 20 |
|
|
2021
Q2 | $2.38M | Buy |
15,302
+666
| +5% | +$104K | 1.01% | 22 |
|
|
2021
Q1 | $2.23M | Buy |
14,636
+923
| +7% | +$141K | 1.08% | 22 |
|
|
2020
Q4 | $1.74M | Buy |
13,713
+1,336
| +11% | +$170K | 1.05% | 20 |
|
|
2020
Q3 | $1.19M | Buy |
12,377
+960
| +8% | +$92.5K | 0.88% | 29 |
|
|
2020
Q2 | $1.07M | Buy |
11,417
+916
| +9% | +$86.2K | 0.76% | 33 |
|
|
2020
Q1 | $946K | Buy |
10,501
+1,111
| +12% | +$100K | 0.69% | 35 |
|
|
2019
Q4 | $1.31M | Buy |
+9,390
| New | +$1.31M | 0.96% | 27 |
|