Cape Investment Advisory’s JPMorgan Chase JPM Stock Holding History

Cape Investment Advisory’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$980K	Sell
2025 Q1	$955K	Sell
2024 Q4	$935K	Sell
2024 Q3	$825K	Buy
2024 Q2	$782K	Sell
2024 Q1	$866K	Buy
2023 Q4	$715K	Buy
2023 Q3	$515K	Buy
2023 Q2	$437K	Buy
2023 Q1	$369K	Buy