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Cary Street Partners’s JPMorgan Chase JPM Stock Holding History

Cary Street Partners’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$31.3M Buy
108,068
+3,463
+3% +$1M 0.88% 20
2025
Q1 		$25.7M Sell
104,605
-1,373
-1% -$337K 0.81% 23
2024
Q4 		$25.4M Buy
+105,978
New +$25.4M 0.83% 24