Evergreen Private Wealth’s JPMorgan Chase JPM Stock Holding History

Evergreen Private Wealth’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.53M	Sell
2025 Q2	$8.14M	Sell
2025 Q1	$6.96M	Sell
2024 Q4	$6.83M	Sell
2024 Q3	$6.05M	Buy
2024 Q2	$5.75M	Buy
2024 Q1	$5.64M	Sell
2023 Q4	$4.97M	Buy