Embree Financial Group’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
$15.3M Buy
2025
Q2
$13.9M Buy
2025
Q1
$11.7M Buy
2024
Q4
$11M Buy
2024
Q3
$9.68M Buy
2024
Q2
$9.29M Sell
2024
Q1
$9.28M Sell
2023
Q4
$8.19M Buy