Evergreen 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 | $26.7M | Buy |
92,174
+3,095
| +3% | +$897K | 0.8% | 19 |
|
|
2025
Q1 | $21.9M | Sell |
89,079
-35,566
| -29% | -$8.72M | 0.73% | 23 |
|
|
2024
Q4 | $29.9M | Buy |
124,645
+272
| +0.2% | +$65.2K | 0.97% | 16 |
|
|
2024
Q3 | $26.2M | Sell |
124,373
-13,233
| -10% | -$2.79M | 0.88% | 17 |
|
|
2024
Q2 | $27.8M | Buy |
137,606
+3,346
| +2% | +$677K | 1.01% | 15 |
|
|
2024
Q1 | $26.9M | Buy |
134,260
+39
| +0% | +$7.81K | 1.02% | 15 |
|
|
2023
Q4 | $22.8M | Buy |
134,221
+372
| +0.3% | +$63.3K | 0.93% | 14 |
|
|
2023
Q3 | $19.4M | Sell |
133,849
-612
| -0.5% | -$88.8K | 0.85% | 16 |
|
|
2023
Q2 | $19.6M | Buy |
134,461
+82
| +0.1% | +$11.9K | 0.82% | 17 |
|
|
2023
Q1 | $17.5M | Sell |
134,379
-11,706
| -8% | -$1.53M | 0.79% | 18 |
|
|
2022
Q4 | $19.6M | Sell |
146,085
-9,604
| -6% | -$1.29M | 0.92% | 14 |
|
|
2022
Q3 | $16.3M | Buy |
155,689
+21,303
| +16% | +$2.23M | 0.85% | 20 |
|
|
2022
Q2 | $15.1M | Buy |
134,386
+9,920
| +8% | +$1.12M | 0.79% | 27 |
|
|
2022
Q1 | $17M | Buy |
124,466
+4,267
| +4% | +$582K | 0.69% | 32 |
|
|
2021
Q4 | $19M | Buy |
120,199
+5,932
| +5% | +$939K | 0.76% | 26 |
|
|
2021
Q3 | $18.7M | Buy |
114,267
+13,052
| +13% | +$2.14M | 0.84% | 21 |
|
|
2021
Q2 | $15.7M | Buy |
101,215
+3,324
| +3% | +$517K | 0.75% | 28 |
|
|
2021
Q1 | $14.9M | Sell |
97,891
-10,346
| -10% | -$1.57M | 0.76% | 25 |
|
|
2020
Q4 | $13.8M | Buy |
108,237
+18,137
| +20% | +$2.3M | 0.8% | 23 |
|
|
2020
Q3 | $8.67M | Buy |
90,100
+10,960
| +14% | +$1.06M | 0.6% | 40 |
|
|
2020
Q2 | $7.44M | Buy |
79,140
+10,074
| +15% | +$948K | 0.56% | 46 |
|
|
2020
Q1 | $6.22M | Buy |
69,066
+41,840
| +154% | +$3.77M | 0.58% | 48 |
|
|
2019
Q4 | $3.8M | Buy |
27,226
+5,155
| +23% | +$719K | 0.32% | 78 |
|
|
2019
Q3 | $2.6M | Buy |
22,071
+590
| +3% | +$69.5K | 0.24% | 93 |
|
|
2019
Q2 | $2.4M | Buy |
21,481
+480
| +2% | +$53.7K | 0.23% | 99 |
|
|
2019
Q1 | $2.13M | Buy |
21,001
+1,205
| +6% | +$122K | 0.21% | 107 |
|
|
2018
Q4 | $1.93M | Buy |
19,796
+1,690
| +9% | +$165K | 0.2% | 109 |
|
|
2018
Q3 | $2.04M | Buy |
18,106
+1,098
| +6% | +$124K | 0.18% | 113 |
|
|
2018
Q2 | $1.77M | Sell |
17,008
-397
| -2% | -$41.4K | 0.17% | 116 |
|
|
2018
Q1 | $1.91M | Buy |
17,405
+6,047
| +53% | +$665K | 0.18% | 110 |
|
|
2017
Q4 | $1.22M | Sell |
11,358
-4,839
| -30% | -$518K | 0.12% | 124 |
|
|
2017
Q3 | $1.55M | Buy |
16,197
+6,397
| +65% | +$611K | 0.18% | 103 |
|
|
2017
Q2 | $896K | Buy |
9,800
+3,798
| +63% | +$347K | 0.14% | 89 |
|
|
2017
Q1 | $527K | Sell |
6,002
-964
| -14% | -$84.6K | 0.11% | 84 |
|
|
2016
Q4 | $601K | Sell |
6,966
-270
| -4% | -$23.3K | 0.12% | 87 |
|
|
2016
Q3 | $482K | Hold |
7,236
| – | – | 0.09% | 80 |
|
|
2016
Q2 | $450K | Buy |
7,236
+450
| +7% | +$28K | 0.1% | 78 |
|
|
2016
Q1 | $402K | Sell |
6,786
-120
| -2% | -$7.11K | 0.09% | 75 |
|
|
2015
Q4 | $456K | Sell |
6,906
-210
| -3% | -$13.9K | 0.11% | 76 |
|
|
2015
Q3 | $434K | Sell |
7,116
-54,770
| -89% | -$3.34M | 0.11% | 73 |
|
|
2015
Q2 | $4.19M | Sell |
61,886
-905
| -1% | -$61.3K | 1.03% | 32 |
|
|
2015
Q1 | $3.8M | Buy |
62,791
+25
| +0% | +$1.52K | 0.84% | 39 |
|
|
2014
Q4 | $3.78M | Hold |
62,766
| – | – | 0.74% | 45 |
|
|
2014
Q3 | $3.78M | Buy |
62,766
+1,095
| +2% | +$66K | 0.74% | 45 |
|
|
2014
Q2 | $3.55M | Buy |
61,671
+147
| +0.2% | +$8.47K | 0.7% | 49 |
|
|
2014
Q1 | $3.74M | Sell |
61,524
-30,209
| -33% | -$1.83M | 0.75% | 47 |
|
|
2013
Q4 | $5.37M | Sell |
91,733
-245
| -0.3% | -$14.3K | 0.97% | 38 |
|
|
2013
Q3 | $4.75M | Sell |
91,978
-625
| -0.7% | -$32.3K | 0.76% | 47 |
|
|
2013
Q2 | $4.89M | Buy |
+92,603
| New | +$4.89M | 0.75% | 47 |
|