Evolution 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 | $1.88M | Sell |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $845K | Buy |
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|
2023
Q3 | $711K | Sell |
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|
2023
Q2 | $734K | Buy |
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|
2023
Q1 | $567K | Buy |
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|
2022
Q4 | $525K | Buy |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $318K | Hold |
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|
2022
Q1 | $386K | Sell |
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|
2021
Q4 | $616 | Buy |
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|
2021
Q3 | $486K | Buy |
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|
2021
Q2 | $451K | Sell |
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|
2021
Q1 | $608K | Buy |
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|
2020
Q4 | $373K | Sell |
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|
2020
Q3 | $377K | Buy |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $2.44M | Buy |
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|
2019
Q4 | $453K | Buy |
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|
2019
Q3 | $380K | Sell |
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|
2019
Q2 | $408K | Buy |
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|
2019
Q1 | $283K | Hold |
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|
2018
Q4 | $273K | Buy |
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