CLG LLC’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
$835K Sell
2,879
-119
-4% -$34.5K 0.26% 57
2025
Q1
$735K Buy
2,998
+32
+1% +$7.85K 0.26% 61
2024
Q4
$711K Buy
+2,966
New +$711K 0.25% 63