EWG Elevate’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
Q3
$514K Buy
2025
Q2
$451K Buy
2025
Q1
$333K Sell
2024
Q4
$336K Buy
2024
Q3
$255K Buy
2024
Q2
$233K Buy
2024
Q1
$211K Buy
2023
Q1
Sell
2022
Q4
$125K Buy