Evelyn Partners Investment Management (Europe)’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
$4.23M Sell
5,986
-6,450
-52% -$4.56M 3.18% 9
2025
Q1
$3.71M Buy
+12,436
New +$3.71M 3.24% 9