Evelyn Partners Asset Management’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	$206K	Buy	709 +126	+22%	+$36.5K	0.09%	52
2025 Q1	$174K	Buy	+583	New	+$174K	0.11%	44