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Coign Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Coign Capital Advisors’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 		$827K Buy
2,854
+35
+1% +$10.1K 0.56% 34
2025
Q1 		$692K Sell
2,819
-50
-2% -$12.3K 0.53% 32
2024
Q4 		$688K Buy
+2,869
New +$688K 0.63% 35