EA
Everpar Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.52M | Buy |
32,839
+470
| +1% | +$136K | 4.33% | 2 |
|
|
2025
Q1 | $7.94M | Sell |
32,369
-62
| -0.2% | -$15.2K | 4.22% | 1 |
|
|
2024
Q4 | $7.77M | Buy |
32,431
+262
| +0.8% | +$62.8K | 3.92% | 3 |
|
|
2024
Q3 | $6.78M | Sell |
32,169
-945
| -3% | -$199K | 3.51% | 3 |
|
|
2024
Q2 | $6.7M | Buy |
33,114
+1,740
| +6% | +$352K | 3.35% | 4 |
|
|
2024
Q1 | $6.28M | Sell |
31,374
-928
| -3% | -$186K | 3.82% | 3 |
|
|
2023
Q4 | $5.49M | Buy |
+32,302
| New | +$5.49M | 2.56% | 3 |
|