Evelyn Partners Investment Management Services’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	$6.19M	Buy	21,115 +5,627	+36%	+$1.65M	0.82%	33
2025 Q1	$4.62M	Buy	+15,488	New	+$4.62M	0.8%	34