M.D. Sass LLC’s JPMorgan Chase JPM Stock Holding History

M.D. Sass LLC’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$26.6M	Sell
2024 Q4	$30.8M	Buy
2014 Q2	–	Sell
2014 Q1	$255K	Sell
2013 Q4	$49.3M	Buy
2013 Q3	$35.6M	Buy