Epic Trust Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $283K | Buy |
1,398
+164
| +13% | +$33.2K | 0.31% | 83 |
|
|
2024
Q1 | $247K | Buy |
+1,234
| New | +$247K | 0.3% | 93 |
|
|
2023
Q2 | – | Sell |
-4,253
| Closed | -$554K | – | 110 |
|
|
2023
Q1 | $554K | Buy |
4,253
+1,501
| +55% | +$196K | 0.68% | 40 |
|
|
2022
Q4 | $369K | Sell |
2,752
-1,102
| -29% | -$148K | 0.56% | 57 |
|
|
2022
Q3 | $403K | Buy |
3,854
+640
| +20% | +$66.9K | 0.56% | 51 |
|
|
2022
Q2 | $362K | Buy |
3,214
+972
| +43% | +$109K | 0.68% | 41 |
|
|
2022
Q1 | $306K | Buy |
2,242
+814
| +57% | +$111K | 0.48% | 49 |
|
|
2021
Q4 | $226K | Buy |
+1,428
| New | +$226K | 0.33% | 67 |
|