Evexia Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.34M | Sell |
32,081
-4,413
| -12% | -$1.29M | 2.94% | 12 |
|
|
2025
Q1 | $8.55M | Sell |
36,494
-543
| -1% | -$127K | 3.11% | 16 |
|
|
2024
Q4 | $10.2M | Sell |
37,037
-2,218
| -6% | -$612K | 3.46% | 13 |
|
|
2024
Q3 | $8.28M | Sell |
39,255
-1,838
| -4% | -$388K | 2.94% | 16 |
|
|
2024
Q2 | $8.64M | Sell |
41,093
-258
| -0.6% | -$54.3K | 3.24% | 14 |
|
|
2024
Q1 | $7.56M | Sell |
41,351
-4,752
| -10% | -$869K | 3.11% | 16 |
|
|
2023
Q4 | $8.06M | Buy |
46,103
+628
| +1% | +$110K | 3.4% | 12 |
|
|
2023
Q3 | $6.38M | Sell |
45,475
-7,916
| -15% | -$1.11M | 3.23% | 12 |
|
|
2023
Q2 | $8.37M | Sell |
53,391
-749
| -1% | -$117K | 4.02% | 8 |
|
|
2023
Q1 | $7.39M | Buy |
+54,140
| New | +$7.39M | 3.98% | 9 |
|