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Aufman Associates’s JPMorgan Chase JPM Stock Holding History

Aufman Associates’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-971
Closed -$233K – 59
2024
Q4 		$233K Sell
971
-170
-15% -$40.8K 0.16% 55
2024
Q3 		$241K Buy
+1,141
New +$241K 0.15% 53