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Brown Financial Advisory’s JPMorgan Chase JPM Stock Holding History

Brown Financial Advisory’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$343K Buy
1,183
+265
+29% +$76.8K 0.19% 44
2025
Q1 		$225K Buy
+918
New +$225K 0.14% 49