Everpar Advisors’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
Q3
$10.4M Buy
2025
Q2
$9.52M Buy
2025
Q1
$7.94M Sell
2024
Q4
$7.77M Buy
2024
Q3
$6.78M Sell
2024
Q2
$6.7M Buy
2024
Q1
$6.28M Sell
2023
Q4
$5.49M Buy