Bolthouse Investments’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
$2.41M Hold
8,317
2.34% 9
2025
Q1
$2.04M Hold
8,317
2.13% 12
2024
Q4
$1.99M Buy
+8,317
New +$1.99M 1.84% 12