Knollwood Investment Advisory’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.83M Hold
6,310
0.18% 129
2025
Q1
$1.55M Hold
6,310
0.17% 144
2024
Q4
$1.51M Hold
6,310
0.16% 147
2024
Q3
$1.33M Hold
6,310
0.14% 164
2024
Q2
$1.28M Buy
+6,310
New +$1.28M 0.14% 161