Crane Advisory’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$394K Hold
2025
Q2
$370K Hold
2025
Q1
$305K Hold
2024
Q4
$314K Hold
2024
Q3
$272K Hold
2024
Q2
$264K Buy
2024
Q1
$243K Hold
2023
Q4
$214K Buy