Broyhill Asset 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
$825K Sell
2,844
-250
-8% -$72.5K 0.75% 36
2025
Q1
$759K Hold
3,094
0.62% 35
2024
Q4
$742K Buy
+3,094
New +$742K 0.65% 34