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McGrath & Associates’s JPMorgan Chase JPM Stock Holding History

McGrath & Associates’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$289K Hold
996
– – 0.47% 36
2025
Q1 		$244K Buy
996
+81
+9% +$19.9K 0.45% 40
2024
Q4 		$219K Buy
+915
New +$219K 0.44% 38