Fulcrum Equity 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
Q2 | $444K | Sell |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $378K | Sell |
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|
2024
Q3 | $661K | Buy |
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|
2024
Q2 | $629K | Buy |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q4 | $359K | Sell |
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|
2023
Q3 | $339K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $384K | Sell |
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|
2021
Q3 | $468K | Buy |
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|
2021
Q2 | $246K | Buy |
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