EverSource Wealth 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
Q2 | $9.77M | Buy |
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|
2025
Q1 | $8.02M | Sell |
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|
2024
Q4 | $7.85M | Buy |
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|
2024
Q3 | $6.72M | Buy |
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|
2024
Q2 | $6.72M | Buy |
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|
2024
Q1 | $5.46M | Buy |
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|
2023
Q4 | $4.34M | Sell |
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|
2023
Q3 | $3.88M | Sell |
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|
2023
Q2 | $4M | Buy |
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|
2023
Q1 | $3.28M | Sell |
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|
2022
Q4 | $3.56M | Buy |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $1.97M | Buy |
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|
2022
Q1 | $2.13M | Buy |
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|
2021
Q4 | $2.13M | Buy |
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