Cathy Pareto & Associates’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
$364K Sell
1,256
-202
-14% -$58.6K 0.3% 63
2025
Q1
$358K Sell
1,458
-8
-0.5% -$1.96K 0.32% 61
2024
Q4
$351K Buy
+1,466
New +$351K 0.32% 56