Purkiss Capital Advisors’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
$3.79M Buy
13,081
+1,895
+17% +$549K 2.11% 8
2025
Q1
$2.74M Buy
11,186
+2,364
+27% +$580K 2.07% 5
2024
Q4
$2.11M Buy
+8,822
New +$2.11M 1.83% 9