EWM
Evergreen Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
8,370
+66
| +0.8% | +$19.1K | 1.36% | 24 |
|
|
2025
Q1 | $2.04M | Sell |
8,304
-2,064
| -20% | -$506K | 1.22% | 33 |
|
|
2024
Q4 | $2.49M | Buy |
10,368
+198
| +2% | +$47.5K | 1.47% | 25 |
|
|
2024
Q3 | $2.14M | Sell |
10,170
-1,318
| -11% | -$278K | 1.29% | 29 |
|
|
2024
Q2 | $2.32M | Hold |
11,488
| – | – | 1.54% | 26 |
|
|
2024
Q1 | $2.3M | Hold |
11,488
| – | – | 1.56% | 25 |
|
|
2023
Q4 | $1.95M | Buy |
11,488
+275
| +2% | +$46.8K | 1.44% | 27 |
|
|
2023
Q3 | $1.63M | Buy |
11,213
+157
| +1% | +$22.8K | 1.29% | 28 |
|
|
2023
Q2 | $1.61M | Sell |
11,056
-938
| -8% | -$136K | 1.26% | 28 |
|
|
2023
Q1 | $1.56M | Buy |
11,994
+180
| +2% | +$23.5K | 1.39% | 28 |
|
|
2022
Q4 | $1.58M | Buy |
+11,814
| New | +$1.58M | 1.46% | 25 |
|