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Guardian Partners’s JPMorgan Chase JPM Stock Holding History

Guardian Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$25.2M Sell
88,979
-1,938
-2% -$549K 2.26% 9
2025
Q1 		$21.9M Sell
90,917
-3,698
-4% -$891K 2.26% 9
2024
Q4 		$23M Buy
+94,615
New +$23M 2.34% 8