EWM
Evercore Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174M | Sell |
600,108
-36,107
| -6% | -$10.5M | 2.71% | 10 |
|
|
2025
Q1 | $156M | Sell |
636,215
-14,658
| -2% | -$3.6M | 2.51% | 12 |
|
|
2024
Q4 | $156M | Sell |
650,873
-5,275
| -0.8% | -$1.26M | 2.34% | 12 |
|
|
2024
Q3 | $138M | Sell |
656,148
-7,467
| -1% | -$1.57M | 2.08% | 14 |
|
|
2024
Q2 | $134M | Buy |
663,615
+33,218
| +5% | +$6.72M | 2.11% | 13 |
|
|
2024
Q1 | $126M | Buy |
630,397
+5,022
| +0.8% | +$1.01M | 1.98% | 15 |
|
|
2023
Q4 | $106M | Buy |
625,375
+7,793
| +1% | +$1.33M | 1.78% | 21 |
|
|
2023
Q3 | $89.6M | Buy |
617,582
+3,464
| +0.6% | +$502K | 1.68% | 22 |
|
|
2023
Q2 | $89.3M | Buy |
614,118
+8,733
| +1% | +$1.27M | 1.64% | 24 |
|
|
2023
Q1 | $78.9M | Buy |
605,385
+1,195
| +0.2% | +$156K | 1.57% | 25 |
|
|
2022
Q4 | $81M | Buy |
604,190
+6,839
| +1% | +$917K | 1.7% | 22 |
|
|
2022
Q3 | $62.4M | Buy |
597,351
+197
| +0% | +$20.6K | 1.41% | 25 |
|
|
2022
Q2 | $67.2M | Buy |
597,154
+5,884
| +1% | +$663K | 1.42% | 27 |
|
|
2022
Q1 | $80.6M | Buy |
591,270
+49,354
| +9% | +$6.73M | 1.43% | 27 |
|
|
2021
Q4 | $85.8M | Buy |
541,916
+9,388
| +2% | +$1.49M | 1.4% | 27 |
|
|
2021
Q3 | $87.2M | Buy |
532,528
+7,686
| +1% | +$1.26M | 1.58% | 22 |
|
|
2021
Q2 | $81.6M | Buy |
524,842
+21,461
| +4% | +$3.34M | 1.49% | 27 |
|
|
2021
Q1 | $76.6M | Buy |
503,381
+21,863
| +5% | +$3.33M | 1.52% | 26 |
|
|
2020
Q4 | $61.2M | Buy |
481,518
+85,476
| +22% | +$10.9M | 1.32% | 31 |
|
|
2020
Q3 | $38.1M | Buy |
396,042
+235,351
| +146% | +$22.7M | 0.93% | 38 |
|
|
2020
Q2 | $15.1M | Buy |
160,691
+12,007
| +8% | +$1.13M | 0.4% | 48 |
|
|
2020
Q1 | $13.4M | Buy |
148,684
+4,338
| +3% | +$391K | 0.44% | 48 |
|
|
2019
Q4 | $20.1M | Buy |
144,346
+1,370
| +1% | +$191K | 0.54% | 44 |
|
|
2019
Q3 | $16.8M | Buy |
142,976
+711
| +0.5% | +$83.7K | 0.49% | 48 |
|
|
2019
Q2 | $15.9M | Buy |
142,265
+9,924
| +7% | +$1.11M | 0.48% | 48 |
|
|
2019
Q1 | $13.4M | Buy |
132,341
+5,142
| +4% | +$521K | 0.43% | 53 |
|
|
2018
Q4 | $12.4M | Sell |
127,199
-222
| -0.2% | -$21.7K | 0.47% | 50 |
|
|
2018
Q3 | $14.4M | Buy |
127,421
+1,278
| +1% | +$144K | 0.46% | 53 |
|
|
2018
Q2 | $13.1M | Buy |
126,143
+14,769
| +13% | +$1.54M | 0.45% | 54 |
|
|
2018
Q1 | $12.2M | Sell |
111,374
-2,119
| -2% | -$233K | 0.47% | 51 |
|
|
2017
Q4 | $12.1M | Buy |
113,493
+2,569
| +2% | +$275K | 0.45% | 49 |
|
|
2017
Q3 | $10.6M | Buy |
110,924
+1,110
| +1% | +$106K | 0.41% | 51 |
|
|
2017
Q2 | $10M | Buy |
109,814
+13,267
| +14% | +$1.21M | 0.39% | 57 |
|
|
2017
Q1 | $8.48M | Buy |
96,547
+4,064
| +4% | +$357K | 0.33% | 63 |
|
|
2016
Q4 | $7.98M | Buy |
92,483
+6,239
| +7% | +$538K | 0.33% | 64 |
|
|
2016
Q3 | $5.74M | Sell |
86,244
-1,736
| -2% | -$116K | 0.24% | 78 |
|
|
2016
Q2 | $5.47M | Buy |
87,980
+2,322
| +3% | +$144K | 0.24% | 80 |
|
|
2016
Q1 | $5.07M | Sell |
85,658
-14,219
| -14% | -$842K | 0.22% | 85 |
|
|
2015
Q4 | $6.6M | Buy |
99,877
+4,622
| +5% | +$305K | 0.31% | 70 |
|
|
2015
Q3 | $5.81M | Buy |
95,255
+1,912
| +2% | +$117K | 0.28% | 77 |
|
|
2015
Q2 | $6.32M | Buy |
93,343
+5,587
| +6% | +$378K | 0.29% | 81 |
|
|
2015
Q1 | $5.31M | Sell |
87,756
-5,261
| -6% | -$319K | 0.24% | 90 |
|
|
2014
Q4 | $5.82M | Sell |
93,017
-2,590
| -3% | -$162K | 0.29% | 79 |
|
|
2014
Q3 | $5.76M | Buy |
95,607
+6,631
| +7% | +$399K | 0.29% | 85 |
|
|
2014
Q2 | $5.13M | Buy |
88,976
+3,000
| +3% | +$173K | 0.26% | 88 |
|
|
2014
Q1 | $5.22M | Sell |
85,976
-14,255
| -14% | -$865K | 0.29% | 84 |
|
|
2013
Q4 | $5.86M | Buy |
100,231
+19,814
| +25% | +$1.16M | 0.32% | 87 |
|
|
2013
Q3 | $4.16M | Sell |
80,417
-4,312
| -5% | -$223K | 0.24% | 109 |
|
|
2013
Q2 | $4.48M | Buy |
+84,729
| New | +$4.48M | 0.25% | 105 |
|