Bretton Capital Management’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
$6.96M Hold
24,000
6.28% 5
2025
Q1
$5.89M Hold
24,000
5.58% 6
2024
Q4
$5.75M Hold
24,000
5.54% 5
2024
Q3
$5.06M Buy
+24,000
New +$5.06M 4.83% 10