Brasada Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.66M Buy
2025
Q2
$4.3M Buy
2025
Q1
$3.11M Buy
2024
Q4
$3.21M Buy
2024
Q3
$2.43M Buy
2019
Q1
Sell
2018
Q4
$24K Hold
2018
Q3
$28K Buy
2018
Q2
$12K Hold
2018
Q1
$13K Hold
2017
Q4
$13K Buy