Evanson Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
5,661
+1,259
| +29% | +$365K | 0.1% | 97 |
|
|
2025
Q1 | $1.08M | Sell |
4,402
-1,027
| -19% | -$252K | 0.08% | 113 |
|
|
2024
Q4 | $1.3M | Hold |
5,429
| – | – | 0.09% | 105 |
|
|
2024
Q3 | $1.14M | Sell |
5,429
-1,667
| -23% | -$352K | 0.08% | 107 |
|
|
2024
Q2 | $1.44M | Hold |
7,096
| – | – | 0.11% | 93 |
|
|
2024
Q1 | $1.42M | Hold |
7,096
| – | – | 0.11% | 94 |
|
|
2023
Q4 | $1.21M | Sell |
7,096
-1,903
| -21% | -$324K | 0.1% | 94 |
|
|
2023
Q3 | $1.31M | Sell |
8,999
-149
| -2% | -$21.6K | 0.12% | 82 |
|
|
2023
Q2 | $1.33M | Sell |
9,148
-826
| -8% | -$120K | 0.12% | 82 |
|
|
2023
Q1 | $1.3M | Buy |
9,974
+11
| +0.1% | +$1.43K | 0.13% | 79 |
|
|
2022
Q4 | $1.34M | Sell |
9,963
-2,967
| -23% | -$398K | 0.14% | 78 |
|
|
2022
Q3 | $1.35M | Buy |
12,930
+5,002
| +63% | +$523K | 0.16% | 70 |
|
|
2022
Q2 | $893K | Sell |
7,928
-2,333
| -23% | -$263K | 0.1% | 98 |
|
|
2022
Q1 | $1.4M | Buy |
10,261
+151
| +1% | +$20.6K | 0.14% | 76 |
|
|
2021
Q4 | $1.6M | Sell |
10,110
-946
| -9% | -$150K | 0.14% | 75 |
|
|
2021
Q3 | $1.7M | Buy |
11,056
+134
| +1% | +$20.7K | 0.18% | 72 |
|
|
2021
Q2 | $1.7M | Buy |
10,922
+46
| +0.4% | +$7.16K | 0.18% | 68 |
|
|
2021
Q1 | $1.66M | Buy |
10,876
+117
| +1% | +$17.8K | 0.24% | 64 |
|
|
2020
Q4 | $1.37M | Buy |
10,759
+952
| +10% | +$121K | 0.22% | 67 |
|
|
2020
Q3 | $944K | Buy |
9,807
+942
| +11% | +$90.7K | 0.17% | 76 |
|
|
2020
Q2 | $834K | Sell |
8,865
-220
| -2% | -$20.7K | 0.17% | 78 |
|
|
2020
Q1 | $818K | Buy |
9,085
+1,413
| +18% | +$127K | 0.2% | 73 |
|
|
2019
Q4 | $1.07M | Sell |
7,672
-100
| -1% | -$13.9K | 0.21% | 68 |
|
|
2019
Q3 | $915K | Buy |
7,772
+70
| +0.9% | +$8.24K | 0.19% | 71 |
|
|
2019
Q2 | $861K | Sell |
7,702
-344
| -4% | -$38.5K | 0.17% | 75 |
|
|
2019
Q1 | $814K | Buy |
8,046
+344
| +4% | +$34.8K | 0.17% | 81 |
|
|
2018
Q4 | $752K | Buy |
7,702
+648
| +9% | +$63.3K | 0.17% | 80 |
|
|
2018
Q3 | $796K | Sell |
7,054
-3
| -0% | -$339 | 0.16% | 81 |
|
|
2018
Q2 | $735K | Buy |
7,057
+10
| +0.1% | +$1.04K | 0.15% | 90 |
|
|
2018
Q1 | $775K | Sell |
7,047
-381
| -5% | -$41.9K | 0.16% | 89 |
|
|
2017
Q4 | $794K | Buy |
7,428
+1,453
| +24% | +$155K | 0.16% | 92 |
|
|
2017
Q3 | $571K | Buy |
5,975
+104
| +2% | +$9.94K | 0.12% | 113 |
|
|
2017
Q2 | $537K | Buy |
5,871
+197
| +3% | +$18K | 0.12% | 107 |
|
|
2017
Q1 | $498K | Buy |
5,674
+300
| +6% | +$26.3K | 0.12% | 112 |
|
|
2016
Q4 | $464K | Buy |
5,374
+412
| +8% | +$35.6K | 0.13% | 115 |
|
|
2016
Q3 | $330K | Sell |
4,962
-7
| -0.1% | -$466 | 0.09% | 144 |
|
|
2016
Q2 | $309K | Buy |
4,969
+18
| +0.4% | +$1.12K | 0.09% | 150 |
|
|
2016
Q1 | $293K | Sell |
4,951
-622
| -11% | -$36.8K | 0.1% | 144 |
|
|
2015
Q4 | $368K | Buy |
+5,573
| New | +$368K | 0.13% | 125 |
|
|
2015
Q3 | – | Sell |
-3,585
| Closed | -$243K | – | 213 |
|
|
2015
Q2 | $243K | Buy |
+3,585
| New | +$243K | 0.08% | 174 |
|