Bay Capital Advisors’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
$2.45M Buy
8,461
+4
+0% +$1.16K 1.87% 10
2025
Q1
$2.07M Hold
8,457
1.73% 13
2024
Q4
$2.03M Buy
+8,457
New +$2.03M 1.63% 13