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Everstar Asset Management’s JPMorgan Chase JPM Stock Holding History

Everstar Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$556K Buy
1,918
+183
+11% +$53.1K 0.34% 96
2025
Q1 		$426K Buy
1,735
+753
+77% +$185K 0.28% 114
2024
Q4 		$235K Sell
982
-72
-7% -$17.3K 0.17% 158
2024
Q3 		$222K Buy
+1,054
New +$222K 0.15% 163