Evernest Financial Advisors’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 | $1.82M | Buy |
6,283
+629
| +11% | +$182K | 0.59% | 35 |
|
|
2025
Q1 | $1.39M | Buy |
5,654
+249
| +5% | +$61.1K | 0.5% | 39 |
|
|
2024
Q4 | $1.3M | Sell |
5,405
-57
| -1% | -$13.7K | 0.34% | 50 |
|
|
2024
Q3 | $1.15M | Buy |
5,462
+32
| +0.6% | +$6.75K | 0.31% | 54 |
|
|
2024
Q2 | $1.1M | Buy |
5,430
+8
| +0.1% | +$1.62K | 0.49% | 45 |
|
|
2024
Q1 | $1.01M | Buy |
5,422
+605
| +13% | +$112K | 0.48% | 46 |
|
|
2023
Q4 | $819K | Buy |
+4,817
| New | +$819K | 0.42% | 55 |
|
|
2021
Q4 | $847K | Buy |
+4,839
| New | +$847K | 0.44% | 50 |
|