Montrusco Bolton Investments’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 | $486M | Buy |
+1,715,064
| New | +$486M | 5.39% | 5 |
|
|
2017
Q2 | – | Sell |
-3,447
| Closed | -$303K | – | 93 |
|
|
2017
Q1 | $303K | Buy |
+3,447
| New | +$303K | 0.02% | 70 |
|
|
2015
Q4 | – | Sell |
-3,280
| Closed | -$200K | – | 80 |
|
|
2015
Q3 | $200K | Buy |
+3,280
| New | +$200K | 0.02% | 70 |
|
|
2015
Q2 | – | Sell |
-6,970
| Closed | -$422K | – | 85 |
|
|
2015
Q1 | $422K | Buy |
+6,970
| New | +$422K | 0.03% | 77 |
|
|
2013
Q3 | – | Sell |
-18,400
| Closed | -$971K | – | 92 |
|
|
2013
Q2 | $971K | Buy |
+18,400
| New | +$971K | 0.08% | 69 |
|