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BridgePort Financial Solutions’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
3,583
+106
+3% +$30.7K 0.35% 58
2025
Q1
$853K Buy
3,477
+114
+3% +$28K 0.38% 56
2024
Q4
$871K Buy
+3,363
New +$871K 0.39% 54