Breakwater Investment Management’s JPMorgan Chase JPM Stock Holding History

Breakwater Investment Management’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$41.3K	Buy
2025 Q2	$36.8K	Hold
2025 Q1	$31.2K	Hold
2024 Q4	$30.4K	Hold
2024 Q3	$26.8K	Sell
2024 Q2	$42.9K	Buy
2024 Q1	$25.4K	Buy