Pennington Partners & Co’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
$884K Sell
3,048
-161
-5% -$46.7K 0.47% 27
2025
Q1
$787K Sell
3,209
-1,363
-30% -$334K 0.45% 27
2024
Q4
$1.1M Buy
+4,572
New +$1.1M 0.54% 21