Lumbard & Kellner’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	$1.21M	Hold	4,184	–	–	0.53%	44
2025 Q1	$1.03M	Sell	4,184 -78	-2%	-$19.1K	0.45%	52
2024 Q4	$1.02M	Buy	4,262 +258	+6%	+$61.8K	0.44%	48
2024 Q3	$844K	Buy	+4,004	New	+$844K	0.37%	50