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Montag & Caldwell’s JPMorgan Chase JPM Stock Holding History

Montag & Caldwell’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 		$87K Hold
300
– – 0.02% 95
2025
Q1 		$73.6K Hold
300
– – 0.02% 95
2024
Q4 		$71.9K Buy
+300
New +$71.9K 0.02% 102