Epic Trust Investment 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
2024
Q2
$283K Buy
2024
Q1
$247K Buy
2023
Q2
Sell
2023
Q1
$554K Buy
2022
Q4
$369K Sell
2022
Q3
$403K Buy
2022
Q2
$362K Buy
2022
Q1
$306K Buy
2021
Q4
$226K Buy