Cercano 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	$27.3M	Buy	+94,073	New	+$27.3M	0.78%	32
2025 Q1	–	Sell	-124,024	Closed	-$29.7M	–	165
2024 Q4	$29.7M	Buy	124,024 +121,591	+4,998%	+$29.1M	0.76%	32
2024 Q3	$513K	Buy	+2,433	New	+$513K	0.01%	111