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Carnegie Lake Advisors’s JPMorgan Chase JPM Stock Holding History

Carnegie Lake Advisors’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 		$6.14M Sell
21,174
-281
-1% -$81.5K 2.43% 7
2025
Q1 		$5.26M Buy
21,455
+121
+0.6% +$29.7K 2.14% 9
2024
Q4 		$5.11M Sell
21,334
-575
-3% -$138K 2.06% 11
2024
Q3 		$4.62M Buy
+21,909
New +$4.62M 1.83% 12