Fulcrum Asset Management’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
$12M Sell
2025
Q2
$11.3M Buy
2025
Q1
Hold
2022
Q1
Hold
2021
Q4
Hold
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold