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Copley Financial Group’s JPMorgan Chase JPM Stock Holding History

Copley Financial Group’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 		$899K Sell
3,100
-178
-5% -$51.6K 0.67% 24
2025
Q1 		$804K Buy
3,278
+136
+4% +$33.4K 0.62% 26
2024
Q4 		$753K Sell
3,142
-36
-1% -$8.63K 0.58% 29
2024
Q3 		$670K Buy
+3,178
New +$670K 0.61% 29