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Austin Asset Management’s JPMorgan Chase JPM Stock Holding History

Austin Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$274K Sell
945
-140
-13% -$40.6K 0.05% 65
2025
Q1 		$266K Buy
1,085
+215
+25% +$52.7K 0.06% 66
2024
Q4 		$209K Buy
+870
New +$209K 0.04% 68