M.E. Allison & Co’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
$1.76M Sell
6,080
-310
-5% -$89.9K 1.42% 17
2025
Q1
$1.57M Sell
6,390
-207
-3% -$50.8K 1.55% 14
2024
Q4
$1.58M Buy
+6,597
New +$1.58M 1.74% 13