EWM
Evermay Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Sell |
19,225
-215
| -1% | -$62.3K | 0.69% | 23 |
|
|
2025
Q1 | $4.77M | Sell |
19,440
-543
| -3% | -$133K | 0.63% | 22 |
|
|
2024
Q4 | $4.79M | Sell |
19,983
-491
| -2% | -$118K | 0.73% | 23 |
|
|
2024
Q3 | $4.32M | Sell |
20,474
-751
| -4% | -$158K | 0.69% | 22 |
|
|
2024
Q2 | $4.29M | Buy |
21,225
+320
| +2% | +$64.7K | 0.69% | 24 |
|
|
2024
Q1 | $4.19M | Buy |
20,905
+424
| +2% | +$84.9K | 0.63% | 24 |
|
|
2023
Q4 | $3.48M | Sell |
20,481
-1,700
| -8% | -$289K | 0.64% | 19 |
|
|
2023
Q3 | $3.22M | Sell |
22,181
-174
| -0.8% | -$25.2K | 0.66% | 19 |
|
|
2023
Q2 | $3.25M | Sell |
22,355
-268
| -1% | -$39K | 0.63% | 18 |
|
|
2023
Q1 | $2.95M | Sell |
22,623
-756
| -3% | -$98.5K | 0.59% | 21 |
|
|
2022
Q4 | $3.14M | Buy |
23,379
+424
| +2% | +$56.9K | 0.64% | 21 |
|
|
2022
Q3 | $2.4M | Buy |
22,955
+194
| +0.9% | +$20.3K | 0.48% | 23 |
|
|
2022
Q2 | $2.56M | Sell |
22,761
-175
| -0.8% | -$19.7K | 0.5% | 21 |
|
|
2022
Q1 | $3.13M | Sell |
22,936
-511
| -2% | -$69.7K | 0.52% | 21 |
|
|
2021
Q4 | $3.71M | Sell |
23,447
-138
| -0.6% | -$21.9K | 0.66% | 17 |
|
|
2021
Q3 | $3.86M | Sell |
23,585
-1,036
| -4% | -$170K | 0.75% | 16 |
|
|
2021
Q2 | $3.83M | Sell |
24,621
-258
| -1% | -$40.1K | 0.71% | 16 |
|
|
2021
Q1 | $3.79M | Sell |
24,879
-613
| -2% | -$93.3K | 0.76% | 16 |
|
|
2020
Q4 | $3.24M | Sell |
25,492
-1,404
| -5% | -$178K | 0.71% | 17 |
|
|
2020
Q3 | $2.59M | Buy |
26,896
+18
| +0.1% | +$1.73K | 0.64% | 18 |
|
|
2020
Q2 | $2.53M | Buy |
26,878
+957
| +4% | +$90K | 0.67% | 17 |
|
|
2020
Q1 | $2.33M | Buy |
25,921
+1,046
| +4% | +$94.2K | 0.71% | 15 |
|
|
2019
Q4 | $3.47M | Buy |
24,875
+3,221
| +15% | +$449K | 0.85% | 12 |
|
|
2019
Q3 | $2.55M | Buy |
21,654
+261
| +1% | +$30.7K | 0.69% | 14 |
|
|
2019
Q2 | $2.39M | Buy |
21,393
+162
| +0.8% | +$18.1K | 0.66% | 17 |
|
|
2019
Q1 | $2.15M | Buy |
21,231
+561
| +3% | +$56.8K | 0.61% | 19 |
|
|
2018
Q4 | $2.02M | Sell |
20,670
-1,439
| -7% | -$140K | 0.65% | 18 |
|
|
2018
Q3 | $2.5M | Sell |
22,109
-365
| -2% | -$41.2K | 0.78% | 18 |
|
|
2018
Q2 | $2.34M | Buy |
22,474
+875
| +4% | +$91.2K | 0.78% | 17 |
|
|
2018
Q1 | $2.38M | Buy |
21,599
+676
| +3% | +$74.3K | 0.82% | 15 |
|
|
2017
Q4 | $2.24M | Buy |
20,923
+6,587
| +46% | +$704K | 0.82% | 15 |
|
|
2017
Q3 | $1.37M | Buy |
14,336
+270
| +2% | +$25.8K | 0.59% | 18 |
|
|
2017
Q2 | $1.29M | Buy |
14,066
+1
| +0% | +$91 | 0.57% | 20 |
|
|
2017
Q1 | $1.24M | Buy |
14,065
+2,960
| +27% | +$260K | 0.55% | 19 |
|
|
2016
Q4 | $958K | Buy |
11,105
+1
| +0% | +$86 | 0.47% | 22 |
|
|
2016
Q3 | $739K | Buy |
11,104
+22
| +0.2% | +$1.46K | 0.37% | 24 |
|
|
2016
Q2 | $689K | Sell |
11,082
-2,204
| -17% | -$137K | 0.36% | 28 |
|
|
2016
Q1 | $787K | Sell |
13,286
-872
| -6% | -$51.7K | 0.44% | 26 |
|
|
2015
Q4 | $935K | Sell |
14,158
-1,501
| -10% | -$99.1K | 0.55% | 21 |
|
|
2015
Q3 | $955K | Buy |
15,659
+493
| +3% | +$30.1K | 0.57% | 20 |
|
|
2015
Q2 | $1.03M | Sell |
15,166
-265
| -2% | -$18K | 0.61% | 20 |
|
|
2015
Q1 | $935K | Buy |
15,431
+2,406
| +18% | +$146K | 0.55% | 22 |
|
|
2014
Q4 | $815K | Buy |
13,025
+354
| +3% | +$22.2K | 0.53% | 24 |
|
|
2014
Q3 | $763K | Sell |
12,671
-43
| -0.3% | -$2.59K | 0.66% | 21 |
|
|
2014
Q2 | $733K | Buy |
12,714
+3,391
| +36% | +$196K | 0.63% | 21 |
|
|
2014
Q1 | $566K | Buy |
9,323
+2,882
| +45% | +$175K | 0.6% | 24 |
|
|
2013
Q4 | $377K | Buy |
+6,441
| New | +$377K | 0.52% | 29 |
|