Atwater Malick’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
$587K Hold
2025
Q2
$540K Hold
2025
Q1
$457K Hold
2024
Q4
$446K Hold
2024
Q3
$392K Hold
2024
Q2
$376K Hold
2024
Q1
$373K Buy
2023
Q4
$310K Buy
2019
Q4
Sell
2019
Q3
$74K Buy