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Beckerman Institutional’s JPMorgan Chase JPM Stock Holding History

Beckerman Institutional’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
Q2 		$696K Sell
2,401
-100
-4% -$29K 0.46% 52
2025
Q1 		$613K Sell
2,501
-83
-3% -$20.3K 0.44% 57
2024
Q4 		$619K Buy
2,584
+1,412
+120% +$338K 0.5% 51
2024
Q3 		$247K Buy
+1,172
New +$247K 0.21% 88