Everhart Financial Group, Inc. Jpmorgan Chase & CO Transaction History

Everhart Financial Group, Inc.

$852 Million
Q2 2025

A detailed history of Everhart Financial Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 27,501 shares of JPM stock, worth $8.51 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

27,501

Previous 26,167 5.1%

Holding current value

$8.51 Million

Previous $6.42 Million 24.21%

% of portfolio

0.94%

Previous 0.89%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$210.28 - $289.91 $280,513 - $386,739	1,334 Added 5.1%	27,501 $7.97 Million
Q1 2025 Apr 16, 2025	BUY	$225.19 - $279.95 $138,266 - $171,889	614 Added 2.4%	26,167 $6.42 Million
Q4 2024 Jan 30, 2025	BUY	$205.18 - $250.29 $155,731 - $189,970	759 Added 3.06%	25,553 $6.13 Million
Q3 2024 Nov 04, 2024	BUY	$194.9 - $224.8 $464,446 - $535,698	2,383 Added 10.63%	24,794 $5.23 Million
Q2 2024 Jul 24, 2024	BUY	$180.08 - $204.79 $188,183 - $214,005	1,045 Added 4.89%	22,411 $4.53 Million
Q1 2024 May 13, 2024	BUY	$167.09 - $200.3 $225,404 - $270,204	1,349 Added 6.74%	21,366 $4.28 Million
Q4 2023 Jan 12, 2024	BUY	$135.69 - $170.3 $148,851 - $186,819	1,097 Added 5.8%	20,017 $3.4 Million
Q3 2023 Oct 25, 2023	BUY	$143.21 - $158.0 $69,456 - $76,630	485 Added 2.63%	18,920 $2.74 Million
Q2 2023 Jul 13, 2023	BUY	$127.47 - $145.44 $108,094 - $123,333	848 Added 4.82%	18,435 $2.68 Million
Q1 2023 Apr 25, 2023	BUY	$124.91 - $143.8 $180,744 - $208,078	1,447 Added 8.97%	17,587 $2.29 Million
Q4 2022 Feb 09, 2023	BUY	$101.96 - $137.84 $168,641 - $227,987	1,654 Added 11.42%	16,140 $2.16 Million
Q3 2022 Oct 12, 2022	SELL	$20.73 - $120.58 $4,913 - $28,577	-237 Reduced 1.61%	14,486 $1.51 Million
Q2 2022 Jul 12, 2022	BUY	$112.61 - $135.91 $408,661 - $493,217	3,629 Added 32.71%	14,723 $1.66 Million
Q1 2022 Apr 18, 2022	SELL	$128.3 - $168.44 $31,305 - $41,099	-244 Reduced 2.15%	11,094 $1.51 Million
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $6,773 - $7,558	44 Added 0.39%	11,338 $1.8 Million
Q3 2021 Oct 13, 2021	BUY	$146.97 - $166.98 $155,641 - $176,831	1,059 Added 10.35%	11,294 $1.85 Million
Q2 2021 Jul 16, 2021	BUY	$147.37 - $166.44 $171,980 - $194,235	1,167 Added 12.87%	10,235 $1.59 Million
Q1 2021 Apr 13, 2021	BUY	$125.65 - $157.65 $128,916 - $161,748	1,026 Added 12.76%	9,068 $1.38 Million
Q4 2020 Mar 26, 2021	BUY	$96.54 - $127.07 $776,374 - $1.02 Million	8,042 New	8,042 $1.02 Million

Others Institutions Holding JPM

# of Institutions

5,373

Shares Held

2.02B

Call Options Held

28.7M

Put Options Held

30.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $908B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Everhart Financial Group, Inc. Jpmorgan Chase & CO Transaction History