ZAM
Zevin Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
1,097
+47
| +4% | +$13.6K | 0.05% | 68 |
|
|
2025
Q1 | $258K | Sell |
1,050
-462
| -31% | -$114K | 0.04% | 73 |
|
|
2024
Q4 | $362K | Sell |
1,512
-166
| -10% | -$39.7K | 0.05% | 63 |
|
|
2024
Q3 | $354K | Buy |
1,678
+10
| +0.6% | +$2.11K | 0.05% | 62 |
|
|
2024
Q2 | $337K | Sell |
1,668
-281
| -14% | -$56.8K | 0.05% | 60 |
|
|
2024
Q1 | $390K | Sell |
1,949
-355
| -15% | -$71K | 0.06% | 59 |
|
|
2023
Q4 | $392K | Buy |
2,304
+205
| +10% | +$34.9K | 0.07% | 62 |
|
|
2023
Q3 | $304K | Buy |
+2,099
| New | +$304K | 0.06% | 68 |
|