Moody Aldrich Partners’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$720K Sell
2025
Q2
$752K Hold
2025
Q1
$636K Buy
2024
Q4
$566K Sell
2024
Q3
$557K Sell
2024
Q2
$560K Buy
2024
Q1
$553K Sell
2023
Q4
$481K Buy
2023
Q3
$383K Buy