Morningstar Investment Management’s JPMorgan Chase JPM Stock Holding History

Morningstar Investment Management’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 Q3	$20.2M	Buy
2025 Q2	$811K	Buy
2025 Q1	–	Sell
2024 Q4	$684K	Sell
2024 Q3	$2.19M	Sell
2024 Q2	$3.23M	Sell
2024 Q1	$3.73M	Buy
2023 Q4	$3.05M	Buy