EE
EWG Elevate’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Buy |
1,556
+198
| +15% | +$57.4K | 0.14% | 98 |
|
|
2025
Q1 | $333K | Sell |
1,358
-42
| -3% | -$10.3K | 0.12% | 94 |
|
|
2024
Q4 | $336K | Buy |
1,400
+193
| +16% | +$46.3K | 0.1% | 118 |
|
|
2024
Q3 | $255K | Buy |
1,207
+56
| +5% | +$11.8K | 0.1% | 97 |
|
|
2024
Q2 | $233K | Buy |
1,151
+100
| +10% | +$20.2K | 0.09% | 118 |
|
|
2024
Q1 | $211K | Buy |
+1,051
| New | +$211K | 0.08% | 117 |
|
|
2023
Q1 | – | Sell |
-935
| Closed | -$125K | – | 428 |
|
|
2022
Q4 | $125K | Buy |
+935
| New | +$125K | 0.06% | 105 |
|