Evanson Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Sell |
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|
2025
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.3M | Hold |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.44M | Hold |
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|
2024
Q1 | $1.42M | Hold |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.34M | Sell |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $893K | Sell |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | $1.66M | Buy |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $944K | Buy |
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|
2020
Q2 | $834K | Sell |
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|
2020
Q1 | $818K | Buy |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $915K | Buy |
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|
2019
Q2 | $861K | Sell |
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|
2019
Q1 | $814K | Buy |
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|
2018
Q4 | $752K | Buy |
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|
2018
Q3 | $796K | Sell |
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|
2018
Q2 | $735K | Buy |
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|
2018
Q1 | $775K | Sell |
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|
2017
Q4 | $794K | Buy |
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|
2017
Q3 | $571K | Buy |
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|
2017
Q2 | $537K | Buy |
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|
2017
Q1 | $498K | Buy |
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|
2016
Q4 | $464K | Buy |
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|
2016
Q3 | $330K | Sell |
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|
2016
Q2 | $309K | Buy |
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|
2016
Q1 | $293K | Sell |
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|
2015
Q4 | $368K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $243K | Buy |
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