EWA LLC’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 | $1.49M | Buy |
5,129
+481
| +10% | +$139K | 0.47% | 35 |
|
|
2025
Q1 | $1.14M | Buy |
4,648
+180
| +4% | +$44.2K | 0.42% | 34 |
|
|
2024
Q4 | $1.07M | Hold |
4,468
| – | – | 0.4% | 33 |
|
|
2024
Q3 | $1.08M | Buy |
4,468
+209
| +5% | +$50.6K | 0.39% | 32 |
|
|
2024
Q2 | $896K | Buy |
4,259
+155
| +4% | +$32.6K | 0.37% | 29 |
|
|
2024
Q1 | $816K | Buy |
4,104
+2,222
| +118% | +$442K | 0.37% | 29 |
|
|
2023
Q4 | $329K | Buy |
1,882
+169
| +10% | +$29.5K | 0.16% | 56 |
|
|
2023
Q3 | $250K | Buy |
1,713
+214
| +14% | +$31.2K | 0.16% | 65 |
|
|
2023
Q2 | $218K | Hold |
1,499
| – | – | 0.15% | 66 |
|
|
2023
Q1 | $201K | Buy |
+1,499
| New | +$201K | 0.15% | 64 |
|