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Clune & Associates’s JPMorgan Chase JPM Stock Holding History

Clune & Associates’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 		$917K Buy
3,162
+532
+20% +$154K 0.25% 85
2025
Q1 		$645K Sell
2,630
-43
-2% -$10.5K 0.2% 91
2024
Q4 		$641K Buy
+2,673
New +$641K 0.21% 89