Chase Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$309K Buy
2025
Q2
$260K Sell
2025
Q1
$234K Sell
2024
Q4
$241K Hold
2024
Q3
$212K Buy