Everence Capital Management’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 | $20.8M | Hold |
71,665
| – | – | 1.34% | 13 |
|
|
2025
Q1 | $17.6M | Hold |
71,665
| – | – | 1.2% | 14 |
|
|
2024
Q4 | $17.2M | Sell |
71,665
-12,040
| -14% | -$2.89M | 1.12% | 16 |
|
|
2024
Q3 | $17.7M | Hold |
83,705
| – | – | 1.11% | 15 |
|
|
2024
Q2 | $16.1K | Hold |
83,705
| – | – | 1.11% | 14 |
|
|
2024
Q1 | $16.8K | Hold |
83,705
| – | – | 1.11% | 14 |
|
|
2023
Q4 | $14.2M | Hold |
83,705
| – | – | 1.02% | 14 |
|
|
2023
Q3 | $12.1K | Buy |
83,705
+8,280
| +11% | +$1.2K | 0.94% | 14 |
|
|
2023
Q2 | $10.2M | Hold |
75,425
| – | – | 0.83% | 21 |
|
|
2023
Q1 | $9.83K | Hold |
75,425
| – | – | 0.8% | 21 |
|
|
2022
Q4 | $10.1K | Sell |
75,425
-6,070
| -7% | -$814 | 0.87% | 15 |
|
|
2022
Q3 | $8.52M | Buy |
81,495
+10,340
| +15% | +$1.08M | 0.79% | 18 |
|
|
2022
Q2 | $8.01M | Buy |
71,155
+9,260
| +15% | +$1.04M | 0.71% | 22 |
|
|
2022
Q1 | $8.44M | Buy |
61,895
+11,880
| +24% | +$1.62M | 0.65% | 22 |
|
|
2021
Q4 | $7.92M | Sell |
50,015
-24,760
| -33% | -$3.92M | 0.59% | 26 |
|
|
2021
Q3 | $12.2M | Buy |
74,775
+2,370
| +3% | +$388K | 1.01% | 14 |
|
|
2021
Q2 | $11.3M | Buy |
72,405
+2,480
| +4% | +$386K | 0.93% | 14 |
|
|
2021
Q1 | $10.6M | Hold |
69,925
| – | – | 0.97% | 12 |
|
|
2020
Q4 | $8.89M | Sell |
69,925
-5,465
| -7% | -$694K | 0.87% | 16 |
|
|
2020
Q3 | $7.26M | Sell |
75,390
-3,990
| -5% | -$384K | 0.8% | 15 |
|
|
2020
Q2 | $7.72M | Hold |
79,380
| – | – | 0.91% | 13 |
|
|
2020
Q1 | $7.15M | Hold |
79,380
| – | – | 1.01% | 12 |
|
|
2019
Q4 | $11.1M | Buy |
79,380
+6,746
| +9% | +$940K | 1.65% | 6 |
|
|
2019
Q3 | $8.55M | Hold |
72,634
| – | – | 1.39% | 7 |
|
|
2019
Q2 | $8.12M | Buy |
72,634
+2,920
| +4% | +$326K | 1.34% | 7 |
|
|
2019
Q1 | $7.06M | Sell |
69,714
-1,810
| -3% | -$183K | 1.23% | 7 |
|
|
2018
Q4 | $6.98M | Hold |
71,524
| – | – | 1.62% | 6 |
|
|
2018
Q3 | $8.07M | Hold |
71,524
| – | – | 1.6% | 6 |
|
|
2018
Q2 | $7.45M | Hold |
71,524
| – | – | 1.58% | 6 |
|
|
2018
Q1 | $7.87M | Hold |
71,524
| – | – | 1.74% | 6 |
|
|
2017
Q4 | $7.65M | Sell |
71,524
-9,165
| -11% | -$980K | 1.68% | 7 |
|
|
2017
Q3 | $7.71M | Hold |
80,689
| – | – | 1.76% | 4 |
|
|
2017
Q2 | $7.38M | Buy |
80,689
+11,950
| +17% | +$1.09M | 1.81% | 5 |
|
|
2017
Q1 | $6.04M | Hold |
68,739
| – | – | 1.59% | 6 |
|
|
2016
Q4 | $5.93M | Buy |
68,739
+10,797
| +19% | +$932K | 1.7% | 4 |
|
|
2016
Q3 | $3.86M | Hold |
57,942
| – | – | 1.15% | 14 |
|
|
2016
Q2 | $3.6M | Hold |
57,942
| – | – | 1.1% | 15 |
|
|
2016
Q1 | $3.43M | Hold |
57,942
| – | – | 1.07% | 17 |
|
|
2015
Q4 | $3.83M | Hold |
57,942
| – | – | 1.24% | 13 |
|
|
2015
Q3 | $3.53M | Hold |
57,942
| – | – | 1.22% | 8 |
|
|
2015
Q2 | $3.93M | Hold |
57,942
| – | – | 1.27% | 8 |
|
|
2015
Q1 | $3.55M | Hold |
57,942
| – | – | 1.19% | 9 |
|
|
2014
Q4 | $3.63M | Buy |
57,942
+2,050
| +4% | +$128K | 1.24% | 8 |
|
|
2014
Q3 | $3.32M | Hold |
55,892
| – | – | 1.21% | 11 |
|
|
2014
Q2 | $3.22M | Hold |
55,892
| – | – | 1.19% | 12 |
|
|
2014
Q1 | $3.39M | Hold |
55,892
| – | – | 1.34% | 9 |
|
|
2013
Q4 | $3.27M | Buy |
55,892
+2,090
| +4% | +$122K | 1.32% | 9 |
|
|
2013
Q3 | $2.78M | Sell |
53,802
-1,875
| -3% | -$96.9K | 1.19% | 17 |
|
|
2013
Q2 | $2.94M | Buy |
+55,677
| New | +$2.94M | 1.33% | 12 |
|