Eudaimonia 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
Q1 | $2.34M | Buy |
11,671
+1,733
| +17% | +$347K | 1.24% | 18 |
|
|
2023
Q4 | $1.69M | Buy |
9,938
+116
| +1% | +$19.7K | 1.09% | 21 |
|
|
2023
Q3 | $1.42M | Sell |
9,822
-45
| -0.5% | -$6.53K | 1% | 26 |
|
|
2023
Q2 | $1.44M | Buy |
9,867
+55
| +0.6% | +$8K | 0.96% | 27 |
|
|
2023
Q1 | $1.28M | Sell |
9,812
-268
| -3% | -$34.9K | 0.86% | 30 |
|
|
2022
Q4 | $1.35M | Sell |
10,080
-50
| -0.5% | -$6.71K | 0.91% | 31 |
|
|
2022
Q3 | $1.06M | Sell |
10,130
-377
| -4% | -$39.4K | 0.73% | 37 |
|
|
2022
Q2 | $1.18M | Sell |
10,507
-967
| -8% | -$109K | 0.81% | 30 |
|
|
2022
Q1 | $1.56M | Sell |
11,474
-289
| -2% | -$39.4K | 0.9% | 27 |
|
|
2021
Q4 | $1.86M | Buy |
+11,763
| New | +$1.86M | 1.1% | 22 |
|