Evergreen Private Wealth’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 | $8.14M | Sell |
28,080
-284
| -1% | -$82.3K | 3.41% | 6 |
|
|
2025
Q1 | $6.96M | Sell |
28,364
-116
| -0.4% | -$28.5K | 3.25% | 6 |
|
|
2024
Q4 | $6.83M | Sell |
28,480
-222
| -0.8% | -$53.2K | 3.2% | 5 |
|
|
2024
Q3 | $6.05M | Buy |
28,702
+272
| +1% | +$57.4K | 2.81% | 8 |
|
|
2024
Q2 | $5.75M | Buy |
28,430
+252
| +0.9% | +$51K | 2.83% | 10 |
|
|
2024
Q1 | $5.64M | Sell |
28,178
-1,043
| -4% | -$209K | 2.83% | 7 |
|
|
2023
Q4 | $4.97M | Buy |
+29,221
| New | +$4.97M | 2.68% | 15 |
|