Evermay 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 | $5.57M | Sell |
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|
2025
Q1 | $4.77M | Sell |
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|
2024
Q4 | $4.79M | Sell |
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|
2024
Q3 | $4.32M | Sell |
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|
2024
Q2 | $4.29M | Buy |
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|
2024
Q1 | $4.19M | Buy |
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|
2023
Q4 | $3.48M | Sell |
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|
2023
Q3 | $3.22M | Sell |
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|
2023
Q2 | $3.25M | Sell |
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|
2023
Q1 | $2.95M | Sell |
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|
2022
Q4 | $3.14M | Buy |
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|
2022
Q3 | $2.4M | Buy |
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|
2022
Q2 | $2.56M | Sell |
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|
2022
Q1 | $3.13M | Sell |
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|
2021
Q4 | $3.71M | Sell |
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|
2021
Q3 | $3.86M | Sell |
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|
2021
Q2 | $3.83M | Sell |
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|
2021
Q1 | $3.79M | Sell |
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|
2020
Q4 | $3.24M | Sell |
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|
2020
Q3 | $2.59M | Buy |
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|
2020
Q2 | $2.53M | Buy |
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|
2020
Q1 | $2.33M | Buy |
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|
2019
Q4 | $3.47M | Buy |
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|
2019
Q3 | $2.55M | Buy |
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|
2019
Q2 | $2.39M | Buy |
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|
2019
Q1 | $2.15M | Buy |
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|
2018
Q4 | $2.02M | Sell |
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|
2018
Q3 | $2.5M | Sell |
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|
2018
Q2 | $2.34M | Buy |
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|
2018
Q1 | $2.38M | Buy |
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|
2017
Q4 | $2.24M | Buy |
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|
2017
Q3 | $1.37M | Buy |
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|
2017
Q2 | $1.29M | Buy |
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|
2017
Q1 | $1.24M | Buy |
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|
2016
Q4 | $958K | Buy |
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|
2016
Q3 | $739K | Buy |
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|
2016
Q2 | $689K | Sell |
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|
2016
Q1 | $787K | Sell |
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|
2015
Q4 | $935K | Sell |
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|
2015
Q3 | $955K | Buy |
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|
2015
Q2 | $1.03M | Sell |
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|
2015
Q1 | $935K | Buy |
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|
2014
Q4 | $815K | Buy |
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|
2014
Q3 | $763K | Sell |
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|
2014
Q2 | $733K | Buy |
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|
2014
Q1 | $566K | Buy |
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|
2013
Q4 | $377K | Buy |
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