Everest Management Corp’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
$475K Buy
1,639
+175
+12% +$50.7K 0.34% 39
2025
Q1
$359K Buy
1,464
+97
+7% +$23.8K 0.33% 33
2024
Q4
$328K Buy
+1,367
New +$328K 0.29% 36