EdgeRock Capital’s JPMorgan Chase JPM Stock Holding History

EdgeRock Capital’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.22M	Buy
2025 Q2	$990K	Buy
2025 Q1	$786K	Sell
2024 Q4	$792K	Buy
2024 Q3	$628K	Buy
2024 Q2	$574K	Buy
2024 Q1	$468K	Buy
2023 Q4	$388K	Buy
2023 Q3	$287K	Buy
2022 Q4	–	Sell
2022 Q3	$115K	Buy