Evelyn Partners Investment Management Services’s JPMorgan Chase JPM Stock Holding History

Evelyn Partners Investment Management Services’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.95M	Buy
2025 Q2	$5.63M	Buy
2025 Q1	$4.5M	Buy