Montrusco Bolton Investments’s JPMorgan Chase JPM Stock Holding History

Montrusco Bolton Investments’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$486M	Buy
2017 Q2	–	Sell
2017 Q1	$303K	Buy
2015 Q4	–	Sell
2015 Q3	$200K	Buy
2015 Q2	–	Sell
2015 Q1	$422K	Buy
2013 Q3	–	Sell
2013 Q2	$971K	Buy