Rodgers & Associates’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
Sell
-848
Closed -$208K 106
2025
Q1
$208K Hold
848
0.03% 93
2024
Q4
$203K Buy
+848
New +$203K 0.02% 95