Broadleaf Partners’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 | $7.54M | Buy |
26,015
+12,442
| +92% | +$3.61M | 1.66% | 25 |
|
|
2025
Q1 | $3.33M | Buy |
+13,573
| New | +$3.33M | 0.87% | 36 |
|
|
2023
Q2 | – | Sell |
-33,665
| Closed | -$4.39M | – | 79 |
|
|
2023
Q1 | $4.39M | Buy |
33,665
+612
| +2% | +$79.8K | 1.56% | 30 |
|
|
2022
Q4 | $4.43M | Buy |
+33,053
| New | +$4.43M | 1.75% | 27 |
|