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InvesTrust’s JPMorgan Chase JPM Stock Holding History

InvesTrust’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 		$6.3M Sell
21,739
-19,775
-48% -$5.73M 2.43% 9
2025
Q1 		$10.2M Sell
41,514
-2,646
-6% -$649K 2.79% 3
2024
Q4 		$10.6M Buy
+44,160
New +$10.6M 2.94% 3