Fisher Funds Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$41.8M	Sell	144,193 -7,662	-5%	-$2.22M	0.99%	29
2025 Q1	$37.3M	Sell	151,855 -10,415	-6%	-$2.55M	0.9%	28
2024 Q4	$38.9M	Buy	+162,270	New	+$38.9M	0.94%	27