FAM
Fulcrum Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Buy |
+14,914
| New | +$4.32M | 3.32% | 5 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 106 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 66 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 18 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 18 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 24 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 10 |
|