Evolution Advisers’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 | $188K | Hold |
651
| – | – | 0.09% | 43 |
|
|
2025
Q1 | $159K | Sell |
651
-6
| -0.9% | -$1.47K | 0.08% | 47 |
|
|
2024
Q4 | $157K | Hold |
657
| – | – | 0.09% | 46 |
|
|
2024
Q3 | $138K | Hold |
657
| – | – | 0.08% | 46 |
|
|
2024
Q2 | $132K | Buy |
657
+6
| +0.9% | +$1.21K | 0.08% | 46 |
|
|
2024
Q1 | $131K | Hold |
651
| – | – | 0.08% | 48 |
|
|
2023
Q4 | $112K | Buy |
651
+400
| +159% | +$68.8K | 0.07% | 49 |
|
|
2023
Q3 | $36K | Hold |
251
| – | – | 0.03% | 76 |
|
|
2023
Q2 | $36K | Hold |
251
| – | – | 0.03% | 76 |
|
|
2023
Q1 | $32K | Hold |
251
| – | – | 0.02% | 75 |
|
|
2022
Q4 | $33K | Sell |
251
-280
| -53% | -$36.8K | 0.03% | 81 |
|
|
2022
Q3 | $55K | Hold |
531
| – | – | 0.05% | 56 |
|
|
2022
Q2 | $60K | Hold |
531
| – | – | 0.05% | 54 |
|
|
2022
Q1 | $72K | Buy |
531
+200
| +60% | +$27.1K | 0.05% | 54 |
|
|
2021
Q4 | $52K | Buy |
+331
| New | +$52K | 0.04% | 52 |
|