Evercore Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174M | Sell |
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|
2025
Q1 | $156M | Sell |
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|
2024
Q4 | $156M | Sell |
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|
2024
Q3 | $138M | Sell |
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|
2024
Q2 | $134M | Buy |
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|
2024
Q1 | $126M | Buy |
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|
2023
Q4 | $106M | Buy |
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|
2023
Q3 | $89.6M | Buy |
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|
2023
Q2 | $89.3M | Buy |
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|
2023
Q1 | $78.9M | Buy |
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|
2022
Q4 | $81M | Buy |
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|
2022
Q3 | $62.4M | Buy |
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|
2022
Q2 | $67.2M | Buy |
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|
2022
Q1 | $80.6M | Buy |
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|
2021
Q4 | $85.8M | Buy |
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|
2021
Q3 | $87.2M | Buy |
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|
2021
Q2 | $81.6M | Buy |
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|
2021
Q1 | $76.6M | Buy |
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|
2020
Q4 | $61.2M | Buy |
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|
2020
Q3 | $38.1M | Buy |
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|
2020
Q2 | $15.1M | Buy |
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|
2020
Q1 | $13.4M | Buy |
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|
2019
Q4 | $20.1M | Buy |
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|
2019
Q3 | $16.8M | Buy |
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|
2019
Q2 | $15.9M | Buy |
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|
2019
Q1 | $13.4M | Buy |
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|
2018
Q4 | $12.4M | Sell |
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|
2018
Q3 | $14.4M | Buy |
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|
2018
Q2 | $13.1M | Buy |
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|
2018
Q1 | $12.2M | Sell |
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|
2017
Q4 | $12.1M | Buy |
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|
2017
Q3 | $10.6M | Buy |
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|
2017
Q2 | $10M | Buy |
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|
2017
Q1 | $8.48M | Buy |
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|
2016
Q4 | $7.98M | Buy |
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|
2016
Q3 | $5.74M | Sell |
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|
2016
Q2 | $5.47M | Buy |
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|
2016
Q1 | $5.07M | Sell |
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|
2015
Q4 | $6.59M | Buy |
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|
2015
Q3 | $5.81M | Buy |
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|
2015
Q2 | $6.32M | Buy |
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|
2015
Q1 | $5.31M | Sell |
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|
2014
Q4 | $5.82M | Sell |
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|
2014
Q3 | $5.75M | Buy |
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|
2014
Q2 | $5.13M | Buy |
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|
2014
Q1 | $5.22M | Sell |
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|
2013
Q4 | $5.86M | Buy |
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|
2013
Q3 | $4.16M | Sell |
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|
2013
Q2 | $4.48M | Buy |
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