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Claris Financial’s JPMorgan Chase JPM Stock Holding History

Claris Financial’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.11M Sell
7,269
-1,888
-21% -$547K 1.59% 15
2025
Q1 		$2.2M Hold
9,157
– – 1.44% 13
2024
Q4 		$2.2M Buy
+9,157
New +$2.2M 1.44% 13