Everhart Financial Group’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 | $7.97M | Buy |
27,501
+1,334
| +5% | +$387K | 0.92% | 15 |
|
|
2025
Q1 | $6.42M | Buy |
26,167
+614
| +2% | +$151K | 0.88% | 13 |
|
|
2024
Q4 | $6.13M | Buy |
25,553
+759
| +3% | +$182K | 1.26% | 14 |
|
|
2024
Q3 | $5.23M | Buy |
24,794
+2,383
| +11% | +$502K | 1.16% | 12 |
|
|
2024
Q2 | $4.53M | Buy |
22,411
+1,045
| +5% | +$211K | 1.18% | 16 |
|
|
2024
Q1 | $4.28M | Buy |
21,366
+1,349
| +7% | +$270K | 1.25% | 12 |
|
|
2023
Q4 | $3.4M | Buy |
20,017
+1,097
| +6% | +$187K | 1.21% | 15 |
|
|
2023
Q3 | $2.74M | Buy |
18,920
+485
| +3% | +$70.3K | 1.16% | 20 |
|
|
2023
Q2 | $2.68M | Buy |
18,435
+848
| +5% | +$123K | 1.11% | 22 |
|
|
2023
Q1 | $2.29M | Buy |
17,587
+1,447
| +9% | +$189K | 1.03% | 23 |
|
|
2022
Q4 | $2.16M | Buy |
16,140
+1,654
| +11% | +$222K | 1.09% | 21 |
|
|
2022
Q3 | $1.51M | Sell |
14,486
-237
| -2% | -$24.8K | 0.84% | 24 |
|
|
2022
Q2 | $1.66M | Buy |
14,723
+3,629
| +33% | +$409K | 1.01% | 22 |
|
|
2022
Q1 | $1.51M | Sell |
11,094
-244
| -2% | -$33.3K | 0.87% | 27 |
|
|
2021
Q4 | $1.8M | Buy |
11,338
+44
| +0.4% | +$6.97K | 1.08% | 25 |
|
|
2021
Q3 | $1.85M | Buy |
11,294
+1,059
| +10% | +$173K | 1.27% | 21 |
|
|
2021
Q2 | $1.59M | Buy |
10,235
+1,167
| +13% | +$182K | 1.1% | 26 |
|
|
2021
Q1 | $1.38M | Buy |
9,068
+1,026
| +13% | +$156K | 1.21% | 22 |
|
|
2020
Q4 | $1.02M | Buy |
+8,042
| New | +$1.02M | 0.94% | 25 |
|