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Rockbridge Capital Management’s JPMorgan Chase JPM Stock Holding History

Rockbridge Capital Management’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 		$703K Hold
2,424
– – 0.4% 19
2025
Q1 		$595K Hold
2,424
– – 0.36% 19
2024
Q4 		$581K Buy
+2,424
New +$581K 0.33% 19