ESL Trust Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Sell |
2,573
-67
| -3% | -$19.4K | 0.15% | 22 |
|
|
2025
Q1 | $648K | Hold |
2,640
| – | – | 0.15% | 21 |
|
|
2024
Q4 | $633K | Buy |
2,640
+1,448
| +121% | +$347K | 0.14% | 21 |
|
|
2024
Q3 | $251K | Sell |
1,192
-85
| -7% | -$17.9K | 0.06% | 23 |
|
|
2024
Q2 | $258K | Buy |
1,277
+127
| +11% | +$25.7K | 0.06% | 20 |
|
|
2024
Q1 | $230K | Buy |
+1,150
| New | +$230K | 0.06% | 21 |
|