Montag & Caldwell’s JPMorgan Chase JPM Stock Holding History

Montag & Caldwell’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$87K	Hold
2025 Q1	$73.6K	Hold
2024 Q4	$71.9K	Buy