Broadleaf Partners’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
$12.5M Buy
2025
Q2
$7.54M Buy
2025
Q1
$3.33M Buy
2023
Q2
Sell
2023
Q1
$4.39M Buy
2022
Q4
$4.43M Buy