EWA
EverSource Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.77M | Buy |
33,691
+985
| +3% | +$286K | 0.44% | 55 |
|
|
2025
Q1 | $8.02M | Sell |
32,706
-59
| -0.2% | -$14.5K | 0.44% | 56 |
|
|
2024
Q4 | $7.85M | Buy |
32,765
+890
| +3% | +$213K | 0.44% | 54 |
|
|
2024
Q3 | $6.72M | Buy |
31,875
+288
| +0.9% | +$60.7K | 0.43% | 58 |
|
|
2024
Q2 | $6.72M | Buy |
31,587
+3,098
| +11% | +$659K | 0.45% | 57 |
|
|
2024
Q1 | $5.46M | Buy |
28,489
+2,977
| +12% | +$571K | 0.43% | 59 |
|
|
2023
Q4 | $4.34M | Sell |
25,512
-1,237
| -5% | -$210K | 0.4% | 64 |
|
|
2023
Q3 | $3.88M | Sell |
26,749
-755
| -3% | -$109K | 0.41% | 65 |
|
|
2023
Q2 | $4M | Buy |
27,504
+2,337
| +9% | +$340K | 0.44% | 59 |
|
|
2023
Q1 | $3.28M | Sell |
25,167
-1,417
| -5% | -$185K | 0.41% | 64 |
|
|
2022
Q4 | $3.56M | Buy |
26,584
+479
| +2% | +$64.2K | 0.54% | 44 |
|
|
2022
Q3 | $2.73M | Buy |
26,105
+8,632
| +49% | +$902K | 0.62% | 32 |
|
|
2022
Q2 | $1.97M | Buy |
17,473
+1,839
| +12% | +$207K | 0.51% | 39 |
|
|
2022
Q1 | $2.13M | Buy |
15,634
+2,155
| +16% | +$294K | 0.54% | 35 |
|
|
2021
Q4 | $2.14M | Buy |
+13,479
| New | +$2.14M | 0.6% | 34 |
|