Pacific Sage 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
Q2
$304K Buy
2025
Q1
$250K Sell
2024
Q4
$250K Hold
2024
Q3
$220K Hold
2024
Q2
$211K Buy