Claris Advisors’s JPMorgan Chase JPM Stock Holding History

Claris Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$327K	Hold
2025 Q2	$327K	Sell
2025 Q1	$599K	Hold
2024 Q4	$585K	Buy
2024 Q3	$219K	Buy
2023 Q1	–	Sell
2022 Q4	$302K	Sell
2022 Q3	$242K	Sell
2022 Q2	$285K	Buy
2022 Q1	$334K	Buy
2021 Q4	$366K	Buy