EWA
Evolution Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
6,498
-100
| -2% | -$29K | 0.28% | 50 |
|
|
2025
Q1 | $1.62M | Sell |
6,598
-90
| -1% | -$22.1K | 0.27% | 51 |
|
|
2024
Q4 | $1.6M | Buy |
6,688
+1,850
| +38% | +$443K | 0.27% | 50 |
|
|
2024
Q3 | $1.02M | Sell |
4,838
-530
| -10% | -$112K | 0.18% | 60 |
|
|
2024
Q2 | $1.08M | Sell |
5,368
-38
| -0.7% | -$7.68K | 0.21% | 59 |
|
|
2024
Q1 | $1.08M | Buy |
5,406
+438
| +9% | +$87.7K | 0.21% | 57 |
|
|
2023
Q4 | $845K | Buy |
4,968
+68
| +1% | +$11.6K | 0.17% | 61 |
|
|
2023
Q3 | $711K | Sell |
4,900
-150
| -3% | -$21.8K | 0.16% | 61 |
|
|
2023
Q2 | $734K | Buy |
5,050
+702
| +16% | +$102K | 0.16% | 58 |
|
|
2023
Q1 | $567K | Buy |
4,348
+434
| +11% | +$56.6K | 0.14% | 62 |
|
|
2022
Q4 | $525K | Buy |
3,914
+369
| +10% | +$49.5K | 0.13% | 68 |
|
|
2022
Q3 | $370K | Buy |
3,545
+724
| +26% | +$75.6K | 0.1% | 81 |
|
|
2022
Q2 | $318K | Hold |
2,821
| – | – | 0.08% | 85 |
|
|
2022
Q1 | $386K | Sell |
2,821
-1,070
| -27% | -$146K | 0.08% | 80 |
|
|
2021
Q4 | $616 | Buy |
3,891
+920
| +31% | +$146 | 0.09% | 67 |
|
|
2021
Q3 | $486K | Buy |
2,971
+70
| +2% | +$11.5K | 0.1% | 63 |
|
|
2021
Q2 | $451K | Sell |
2,901
-1,095
| -27% | -$170K | 0.09% | 72 |
|
|
2021
Q1 | $608K | Buy |
3,996
+1,060
| +36% | +$161K | 0.14% | 71 |
|
|
2020
Q4 | $373K | Sell |
2,936
-979
| -25% | -$124K | 0.08% | 80 |
|
|
2020
Q3 | $377K | Buy |
3,915
+1,355
| +53% | +$130K | 0.1% | 72 |
|
|
2020
Q2 | $241K | Sell |
2,560
-24,575
| -91% | -$2.31M | 0.08% | 72 |
|
|
2020
Q1 | $2.44M | Buy |
27,135
+23,887
| +735% | +$2.15M | 0.99% | 24 |
|
|
2019
Q4 | $453K | Buy |
3,248
+23
| +0.7% | +$3.21K | 0.11% | 50 |
|
|
2019
Q3 | $380K | Sell |
3,225
-423
| -12% | -$49.8K | 0.18% | 24 |
|
|
2019
Q2 | $408K | Buy |
3,648
+853
| +31% | +$95.4K | 0.18% | 32 |
|
|
2019
Q1 | $283K | Hold |
2,795
| – | – | 0.13% | 39 |
|
|
2018
Q4 | $273K | Buy |
+2,795
| New | +$273K | 0.12% | 53 |
|