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Aspetuck Financial Management’s JPMorgan Chase JPM Stock Holding History

Aspetuck Financial Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.25M Hold
11,209
– – 2.45% 14
2025
Q1 		$2.75M Sell
11,209
-25
-0.2% -$6.13K 2.37% 16
2024
Q4 		$2.69M Buy
+11,234
New +$2.69M 2.1% 18