EWS
Evergreen Wealth Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
5,161
-319
| -6% | -$92.5K | 0.9% | 23 |
|
|
2025
Q1 | $1.34M | Sell |
5,480
-749
| -12% | -$184K | 0.91% | 21 |
|
|
2024
Q4 | $1.49M | Buy |
6,229
+269
| +5% | +$64.5K | 1.04% | 18 |
|
|
2024
Q3 | $1.26M | Sell |
5,960
-1,490
| -20% | -$314K | 0.85% | 17 |
|
|
2024
Q2 | $1.51M | Sell |
7,450
-1,239
| -14% | -$251K | 1.07% | 15 |
|
|
2024
Q1 | $1.74M | Sell |
8,689
-1,743
| -17% | -$349K | 1.29% | 11 |
|
|
2023
Q4 | $1.77M | Sell |
10,432
-301
| -3% | -$51.2K | 1.52% | 13 |
|
|
2023
Q3 | $1.56M | Sell |
10,733
-864
| -7% | -$125K | 1.57% | 13 |
|
|
2023
Q2 | $1.69M | Sell |
11,597
-107
| -0.9% | -$15.6K | 1.7% | 12 |
|
|
2023
Q1 | $1.53M | Sell |
11,704
-509
| -4% | -$66.3K | 1.76% | 12 |
|
|
2022
Q4 | $1.64M | Sell |
12,213
-69
| -0.6% | -$9.25K | 2.16% | 8 |
|
|
2022
Q3 | $1.28M | Buy |
12,282
+472
| +4% | +$49.3K | 1.82% | 15 |
|
|
2022
Q2 | $1.33M | Buy |
11,810
+295
| +3% | +$33.2K | 1.63% | 18 |
|
|
2022
Q1 | $1.57M | Buy |
11,515
+375
| +3% | +$51.1K | 1.52% | 13 |
|
|
2021
Q4 | $1.76M | Buy |
+11,140
| New | +$1.76M | 1.6% | 14 |
|