Montrusco Bolton Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $356M | Buy |
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|
2025
Q4 | $313M | Sell |
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|
2025
Q3 | $419M | Sell |
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|
2025
Q2 | $486M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $303K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $200K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $422K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $971K | Buy |
|