Millstone Evans Group’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
$3.32M Sell
11,437
-508
-4% -$147K 2.26% 6
2025
Q1
$2.93M Sell
11,945
-395
-3% -$96.9K 1.99% 8
2024
Q4
$2.96M Buy
+12,340
New +$2.96M 2.02% 8