Banque Transatlantique’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.5M Sell
87,955
-38,804
-31% -$11.3M 0.7% 27
2025
Q1
$31.1M Sell
126,759
-104,088
-45% -$25.5M 0.94% 24
2024
Q4
$30.1M Buy
+230,847
New +$30.1M 0.77% 29