JVL Associates’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
$660K Sell
2025
Q2
$607K Buy
2025
Q1
$505K Sell
2024
Q4
$559K Buy
2024
Q3
$427K Buy
2024
Q2
$385K Sell
2024
Q1
$383K Buy
2023
Q4
$203K Buy