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Kagan Cocozza Asset Management’s JPMorgan Chase JPM Stock Holding History

Kagan Cocozza Asset Management’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 		$536K Sell
1,849
-5
-0.3% -$1.45K 0.41% 43
2025
Q1 		$455K Sell
1,854
-212
-10% -$52K 0.37% 45
2024
Q4 		$495K Buy
+2,066
New +$495K 0.41% 42