Patrick M. Sweeney & Associates’s JPMorgan Chase JPM Stock Holding History

Patrick M. Sweeney & Associates’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.08M	Sell
2025 Q1	$5.87M	Sell
2024 Q4	$5.76M	Sell
2024 Q3	$5.07M	Buy
2024 Q2	$4.85M	Sell
2024 Q1	$4.81M	Buy
2023 Q4	$4.07M	Buy