PFG
JPM icon

Putney Financial Group’s JPMorgan Chase JPM Stock Holding History

Putney Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$465K Sell
1,605
-388
-19% -$112K 0.47% 34
2025
Q1 		$489K Hold
1,993
– – 0.51% 29
2024
Q4 		$478K Buy
+1,993
New +$478K 0.43% 33