Evergreen Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
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|
2025
Q1 | $2.04M | Sell |
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|
2024
Q4 | $2.49M | Buy |
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|
2024
Q3 | $2.14M | Sell |
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|
2024
Q2 | $2.32M | Hold |
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|
2024
Q1 | $2.3M | Hold |
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|
2023
Q4 | $1.95M | Buy |
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.58M | Buy |
|