Chase Investment Counsel’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
$260K Sell
897
-60
-6% -$17.4K 0.08% 125
2025
Q1
$234K Sell
957
-49
-5% -$12K 0.09% 119
2024
Q4
$241K Hold
1,006
0.08% 129
2024
Q3
$212K Buy
+1,006
New +$212K 0.07% 122