Catherine Avery Investment Management LLC’s JPMorgan Chase JPM Stock Holding History

Catherine Avery Investment Management LLC’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.28M	Sell
2025 Q3	$5.24M	Buy
2025 Q2	$4.3M	Sell
2025 Q1	$3.81M	Buy
2024 Q4	$3.49M	Buy